By Steve Vincent 
A great client relationship doesn’t start with the first deliverable. It starts with onboarding.
And the best agencies know that smooth client kick-offs don’t just happen - they’re strategically designed.
Because when your onboarding actually works, clients feel confident from day one, expectations are crystal clear, and projects launch without the usual fire drills.
No headache for you. Peace of mind for them.
This time our agency experts, Steve & Kate, explore:
- The 3 onboarding breakdowns that lose clients before you even start
- How to design welcome sequences that set the right tone and expectations
- The sweet spot of client communication between radio silence and info overload
- Ways to shift from 'new supplier' to 'strategic partner'
Your 'too-long-didn't-watch' takeaway (TLDW):
"Most agencies lose goodwill in the first month because of the three preventable breakdowns. Information falling through the cracks between sales and delivery, clients not knowing who their main contact is and the initial excitement stalling into radio silence."
About the Agency Masters
Join our agency management experts for best-practice advice, tips and industry benchmarking, every month. You'll either leave with a smugness that you're doing everything just right, or a sigh of relief that you've spotted room for improvement.
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