The BEST Client Onboarding Strategies NOBODY Talks About
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- Опубликовано: 28 июл 2024
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In this video, I'll reveal a powerful onboarding strategy used by top agencies to secure long-term client relationships and boost your contract revenue by 30-50% within 90 days of signing a service agreement.
I'll guide you step-by-step through 2 effective frameworks that make the onboarding process more engaging and build your clients' trust, so they want to work with you even more.
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Vendasta is a leading platform for channel partners to provide digital solutions to small and medium-sized businesses, or SMBs. Vendasta provides channel partners with an end-to-end platform to scale and a curated marketplace of products and services to sell, both of which are tightly integrated into an operating system that is delivered to SMBs.
00:00 Introduction
01:14 Why you MUST understand onboarding
02:16 Performance acceleration framework
04:03 What top agencies do FIRST
07:59 The "Setting up the assist" framework
10:32 Make a 30, 60 and 90 day plan
Great insights, Vishal. Thank you! Gave me good ideas to improve my onboarding process.
Lost me at "guarantee you a 90% lifetime client retention rate." Impossible to guarantee and loses speaker credibility right out of the gate, unfortunately.
Hi Will, thanks so much for watching and for your insightful feedback! You're absolutely right - it is impossible to make a guarantee. Our case studies and sales data often show high retention rates linked to effective onboarding, but it ultimately depends on individual execution. I really appreciate your constructive feedback and will keep what you said in mind during future filmings. I hope you'll stick around for more videos!
you lost me at "never seen anywhere else"
Hi dvbiz7527, thanks for your comment! There are other fantastic onboarding strategies out there which are unique in their own ways. This video focuses on a specific approach that we’ve tailored with our partners, but I do see your point and I’ll certainly incorporate that feedback in the future. Hope to have your thoughts in upcoming videos!