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Picture this:

Your agency’s newest client just handed over their credit card.

Naturally, they’re excited about the journey ahead.

But as the days pass by without hearing anything from you, they start to wonder:

“Did I make the right choice with this agency?”

This point in time can either build a lasting relationship or create doubt.

The key to retaining that client?

Kick things off with a bang!

Start with a personalized welcome email that says something like:

“We’re thrilled to have you onboard! Let’s get started!”

Then, follow it up with an onboarding call.

A call that sets the right expectations and gets things rolling smoothly.

Now…

Imagine taking it one step further.

Think of a beautifully crafted welcome basket from your agency arriving at their office.

A gift that says:

“We value you, and we’re excited to partner with you!”

Why stop there?

Send a custom box of branded materials:

A sleek portfolio.

A guide on what to expect.

Maybe even a branded t-shirt or a copy of your book.

This small gesture speaks volumes about your agency’s professionalism…

And your commitment to delivering a world-class experience.

Here’s an additional tip:

As you start working with that new client…

Your agency would surely need to gather details from them.

Details you would need in order to proceed with delivering the services they paid for.

As you do this…

Make it easy for your new client to provide the necessary information.

Actively assist in gathering any required details.

Never, ever make them struggle in giving you the information.

Ensure that your agency’s clients feel that they’re supported…

…and are not left to their own devices.

When you make your agency’s clients feel valued from the start, guess what?

They’re more likely to stick around and become loyal advocates for your business.

So, don’t let them waste time wondering if they’ve made the right decision.

Now, let’s chat about how you can create unforgettable client experiences…

…and turn those first interactions into lasting agency-client relationships!

Looking forward to helping you elevate your onboarding game.

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Josh Nelson

Josh Nelson (Joshua D. Nelson) is the founder and CEO of Seven Figure Agency, where he has helped 193+ digital marketing agency owners scale past seven figures, generating over $300M+ in aggregate client results. Seven Figure Agency is a four-time Inc. 5000 honoree. Josh is also the founder of Plumbing & HVAC SEO — the niche agency he scaled past $7M annual revenue, recognized as a three-time Inc. 5000 honoree — and the editor of TopMarketingAgencies.com, the editorial directory of America’s best niche marketing agencies. His two companies have been named to the Inc. 5000 a combined seven times. He is the author of The 7-Figure Agency Roadmap and The Client Retention Handbook for Digital Marketing Agencies, both available on Amazon and Audible. Read his full author bio, books, podcast, and press features at joshnelsonblog.com.

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