Seminar Presenters
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CLIENT ONBOARDING
Secrets to Starting a Strong Relationship
![](/library/public_preview_crop/5/1.568/Virtual-Training/onboarding_clients.jpg)
Attendance is limited to 25 agencies with
3 registrations per agency.
Dates & Details
Date TBD
1:00 - 3:00 p.m. ET
Virtual Training: Includes live presentation, discussion, and Q&A
Pricing
Members: $249 per agency
Non-Members: $349 per agency
WHAT YOU WILL LEARN...
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.