Advertising agencies and marketing firms work hard to attract, pitch and win new clients. It’s an essential process for agency stability and growth to keep a steady stream of new clients moving in the door. However, after putting in all the hard work to win a new account, too many agencies falter in the first stage of the relationship: bringing the new client on board.

Proper onboarding sets the tone for the rest of the relationship. How you bring a client into your agency can mean the difference between a short-term relationship, with the client cycling out in a year or so… or a long-term, much-valued partnership.

This session offers the most effective recommendations for client onboarding so you can start every relationship on the right foot.

Topics Include:

• Turn a new business win into a long-held relationship
• Put the service team in front of the prospect
• What to do after the win
• 10 steps to onboarding a new client
• Client orientation meeting
• Understanding client expectations
• Effectively communicate agency expectations

A great course for agency principals, account service personnel and new business people.