El onboarding de clientes debe ser un diagnóstico estratégico y personalizado en lugar de un trámite administrativo
- 5 fuentes la sostienen
- Esfuerzo medio
- Retorno medio
- Dicho en 2023–2025
Diseñar una fase de incorporación y diagnóstico basada en preguntas estratégicas profundas y alineación de expectativas permite sustituir las plantillas rígidas y posicionar a la agencia como un socio indispensable antes de iniciar la ejecución. Para lograrlo, se propone auditar la oferta, definir métricas claras y comprender a fondo los dolores y la historia del negocio del cliente. Entre los matices, algunas fuentes sugieren estructurar este proceso mediante videos de cuatro pasos para reducir la cancelación a menos del 3%, mientras que otras priorizan la conexión personal con los fundadores y la delimitación estricta de la gobernanza interna.
Quién lo dice, con sus palabras
Esta idea no sale de una entrevista suelta: aparece en 5 intervenciones distintas de Aaron Young | Google Ads | Define Digital Academy, Perpetual Traffic y Professor Charley T. Son 5 fuentes distintas, y ninguna sabe de las otras. Que varias personas coincidan sin conocerse pesa más que una repitiéndose diez veces, así que aquí está lo que dijo cada una, con el enlace al segundo exacto.
step one after the contract is signed is onboarding the onboarding process and I see a lot of agencies that just do the basics and for the most part that's fine right like the purpose of onboarding is to say like okay this is what you purchase this is what we need to get moving uh we got everything give me access to everything give me your assets and we set up a slack Channel and you know we need your goals and here we go but what makes it memorable I think is like if you really extrapolate on that and you go beyond just the uh like the basics and you dive into the gray area and you keep all…
Jesse DeBear's Insider Secrets to Scaling Your Ad Agency FAST! · 2024 · comprobar
but it's building a strong onboarding experience, like a smooth onboarding flow. you also want to make sure that the expectations are managed And it can be done by creating a roadmap. Basically help them prioritize what needs to happen in Google Ads, but also outside of Google Ads, like for example, the landing page and the offer. Because as you know, you don't want to start advertising if the landing page isn't optimized or the offer isn't competitive compared to the rest of the markets. It's also important in the onboarding flow that you set the targets and the goals. And also the…
Stop Losing Clients [Plus how to Attract New Clients] · 2025 · comprobar
can be for Brands there's a lot of accountability that needs to happen on both sides right so the brand has to make sure that they've got strong management that's managing the agency asking the right questions has someone that's dedicated and has knowledge in terms of what they're doing um and then there also has to be really good expectations that are set when you're making that agency decision what do we need help with how much do I actually need the agency to take over and how much do we want to have in control and then there's some gray area in terms of like well where do we want to be…
Jesse DeBear's Insider Secrets to Scaling Your Ad Agency FAST! · 2024 · comprobar
of that comes down to like you know asking really intelligent questions really getting to know their business what the pain points are ask them you know know what their customers pain points are right like what are what are the objections and fears that your they're really going to appreciate these types of questions because you really separately from the business just get to know them as people right so I think I'm really seeing this person as a partner not just as a a vendor or an
Jesse DeBear's Insider Secrets to Scaling Your Ad Agency FAST! · 2024 · comprobar
presentación, de hecho, tenía un gran proceso su proceso de incorporación tiene como uno, dos, tres, cuatro pasos y cada uno tiene su propio video pero quiero agencias para pequeñas empresas, negocios locales, este proceso bien definido. Y sus tasas de retención eran como si nadie lo hubiera dejado. Sí, como diría Chris, 3%, máximo 3%, es menos que eso. Pero es
How to Use Video to Sell Stuff….The Right Way with Ian Garlic | Perpetual Traffic EP 682 · 2025 · comprobar
and we've elongated the sales process we with our customers so now what used to take just a couple of weeks to bring somebody on and then obviously on board them it might take three to four weeks if not longer in some cases because we need to understand before we even engage before we even you know start pressing any buttons like what their real goals that's what it costs like if Facebook ads is part of their service offering it's highly customized based upon what they have what they need creative is a huge part of that media buying what they have as an internal resource all of we since we…
The Death of Digital Marketing Agencies | Perpetual Traffic EP 547 · 2023 · comprobar
reflect the business and i think any agencies because i've interviewed a couple of different agency owners as well and anyone that's done well one thing they have in common is that they know how to ask good questions and because if you can then ask so rather than just taking a set and forget template where you're actually saying you're asking the right questions and then you're delivering a this is a strategy that we've developed for you it's you're so far ahead with getting that client hey mate it's
Strategies for Google Ads in 2025... that actually work · 2025 · comprobar
Lo que dijo cada uno, y en qué minuto
La ficha completa trae la cita literal de cada fuente, el minuto exacto del video en que se dijo y el enlace para verlo. Eso pide cuenta —es gratis— porque es el trabajo que hay detrás de esta biblioteca.
Ver las 5 citas de esta idea¿Y esto está hecho en tu producto?
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