 So what do you do when a new client pays you money? Well, I'm going to show you the exact onboarding sequence that we use at our drop servicing agency growth response for all new clients that come into our agency. Hey, what's going on? It's Sean Anthony. And if you're an entrepreneur looking to level up your business, your skills and your income head below right now, hit that subscribe button. I post videos just like this every Tuesday and every Thursday. So in this video, I'm going to be going over step by step, our exact onboarding sequence for new clients in our agency growth response. We do done for you, LinkedIn services for B2B companies with high ticket solutions, mainly in the technology space. So I'm going to show you exactly how our onboarding sequence works and what happens once a client hands over money and wants us to start delivering services for them. OK, so I'm going to keep this real simple for you guys. I have it all drafted out of my computer. I'm going to show you all the pages and all the sequences that we use. So let's just jump right into it right now. Alrighty, so on my screen here, I have the exact step by step process that we use when we're onboarding a new client. So I'm going to walk through each of these steps and then show you examples from our own agency on what that looks like. OK, so step number one is the client pays for our service. They usually sign an agreement and they pay for our LinkedIn services or our cold email services, right? So that's step number one, right? Once they pay for our service, they automatically get sent to a they get sent an automated email like an onboarding email once they complete their payment. And in that email is a link for them to fill out an onboarding questionnaire form. Now, this questionnaire form gathers all the information that we need to deliver the service successfully for them, right? So things like who's your ideal client or the niche you're targeting? What is your actual service and how does it help to solve the problems of your market? Right? What is your account access, right? For LinkedIn, right? So everything that we need to be successful and to create strong messaging campaigns, we gather that in the questionnaire form. OK, so I have a team. I have an in-house team now of like contractors that actually do like the copywriting and messaging and run the service. But we also like if you are using a white label provider and you're running a drop servicing agency, you can also go to the freelancer or the white label provider and ask them what you need from the client to be successful, right? So they might tell you, oh, we need their their Facebook ads account access or we need these types of images, right, from the client. So what you're going to need from the client is going to depend on what your service is and you're only going to know that whether you're a service provider yourself or if you're leveraging like a different fulfillment provider, you need to figure out what that is for your business. But you're going to gather that in the questionnaire form, the onboarding questionnaire. OK, now once once someone fills out this questionnaire, the client fills it out, it gets automatically sent to my team. That's what this T stands for. OK, the client also gets sent to my calendar link to schedule a kickoff call. And on that kickoff call, this is like the only part we try to automate as much of this as possible. The kickoff call is usually me or someone on my team is on this kickoff call, right? And this kickoff call helps to set expectations of the client and also get everything approved from what my team did in terms of the messaging and in terms of like creating the campaign. My team creates that and on the kickoff call for the client approves that. OK, so once the client approves that, then we turn the campaign live, right? So it's a very simple onboarding process and we try to automate as much of it as possible with a tool called Zapier. If you have never heard of it, Zapier just helps multiple different apps talk to each other, right? So we have like active campaign, we have Slack, we use Stripe. Zapier connects all those apps like together so that when one thing happens on one platform, it sends it to the other platform and so on and so forth. So on and so forth. OK, so once the client pays, they get sent to the questionnaire form. That this is what this looks like. I just made a copy of our example onboarding questionnaire and I'm just going to show you some of the things that we ask on it, right? So things like the person's name, their company and website, their email. Who's your ideal customer? What industries are you targeting? What are their job titles? How big are the companies? What are the pain points people are facing in their business or their personal lives that motivate them to buy your product or service? And then we ask a bunch of questions. I'm not going to read through each of these, but we ask all the questions that we need to be successful in creating them a campaign, right? So at the end here, we also ask them to they need to make sure they upgrade the sales navigator and they need to agree to letting us run the LinkedIn campaign through their profiles, right? Again, this is going to be all different depending on what your actual services. So you either need to come up with these questions yourself based on what you need if you're delivering the service yourself, or if you're a drop servicing agency, you're going to ask your white label provider or your freelancer or whoever it is that's doing the service. Hey, what do I need to be successful with the service for my client? OK, and they're going to tell you what they need. All right. So that's the questionnaire. Once they get, let me cross this off here. Once the client fills us out, right, it gets sent to my team. So I have a Slack channel here and we have different channels for different things you can see like prospecting positive replies, negative replies, different channels, LinkedIn, cold email, so on and so forth. But we have one here for client onboarding, right? So whenever someone fills out in a questionnaire, a client fills out a questionnaire, it gets automatically sent to here. And I'm not going to go into it because it has the actual client information in here, but the actual questions or the answers from these questions are going to be sent in a PDF form to this channel here. OK, once my team receives that, they then send it off to like there's there's a project manager in here that helps me out. They send it out to our copywriter. They send it out to our campaign manager, our account manager, and they get the campaign created before the kickoff call with the client. OK, so what does the client see? Well, let me cross this off. You just saw the team part, right? The client sees my calendar to schedule a kickoff call. So this is Calendly.com. It's just a simple it's a simple calendar app that connects to your calendar, right, and it allows them to schedule time. So all the client does is they'll click on a date, they'll schedule a time here, right? And on this call, they click Confirm, they put their name, email, company. And on this call, we show them the actual messaging that we created for them, that my team created for them for their LinkedIn campaign. OK, so what do we do here? We the client paid and they signed an agreement. They automatically got sent to the questionnaire form, right? That's this here. The client fills out the questionnaire form that gets sent to my team and they create the messaging, they create the campaign for the client. The client then jumps on a kickoff call with me or someone on my team and they approve the messaging that was created from my team, right? And once they approve that, the client approves that we turn their campaign live. So all we're doing is we're we're connecting with people on their behalf. We're starting conversations on their behalf on LinkedIn and we're generating them leads and appointments and ultimately new clients for their business using LinkedIn and cold email. OK, this is how our new client onboarding process works. It's very simple. A lot of people just like to over complicated. They like to make all these different steps. But all we really need, all we're trying to do is really set the expectation with the client of how this whole process is going to work and also establish a good relationship with them and get everything that we need in order to be successful in delivering the service for the client. Right. And that's what this does here. They sign, they pay, they fill out a questionnaire, get sent to my team so we can work on the campaign and then we have a kickoff call to turn the campaign live. Right. So guys, this is a question that came up many different times in the past couple of weeks. How do you onboard clients? Like how do you actually what happens once a client pays? How do you fulfill the service? Well, this is how we do it, right? You're either going to have a team that does this for you or you're going to have a white label provider where you're going to have to send them the questionnaire or the information that they need to actually deliver the service. Okay. So that's it for this video. That's our new client onboarding process for our agency growth response. I just showed you each step in the process. It doesn't need to be more complex than that. The main thing is that you set expectations with the client and you make sure you get everything you need to deliver them an amazing result. Okay. So let me know if you guys like this video. Let me know if you have any questions below, comment with any questions that you have. Make sure you like this video. And yeah, I'll see you in the next one.