The 15 minute client onboarding call that saved my sanity

Been running a small PPC agency out of Boise for 3 years. Every new client took a 2 hour kickoff call where we walked through every possible scenario. Halfway through, they'd glaze over and we'd miss the real goals. Last month I cut it to 15 minutes, just asking 3 questions: what does success look like, what did the last agency mess up, and who signs off on the monthly report. The difference is night and day. One client gave me a direct quote: "Nobody ever asked me that before." We launched the campaign in 4 days instead of 2 weeks. Has anyone else tried shrinking their onboarding process? What did you cut?

0 comments

0 Comments

No comments yet

Be the first to share your thoughts on this discussion.