1-min client onboarding for your agency
A Done-For-You automation service to get an early ‘WOW’ from your clients, and reduce the admin load on your team.
I want to onboard clients in 1 minuteOnboarding clients is annoying
That’s what agency teams think. That’s just the tip of it.
- ‘The process takes way too long’
- ‘Our onboarding cannot scale like this’
- ‘Clients forget to give us access to important tools’
- ‘They are confused by the next step they need to take’
- ‘We barely have time to chat with the client during onboarding’
What’s Included in the 1-minute Onboarding System Sprint
Onboard your clients in 1 minute or I work with you for free until you can. Here is what you’ll get:
- Automated onboarding system built for your agency within 2 months
- 90-min workshop with your team to chop off the fat in your onboarding
- Detailed process map of your onboarding journey
- Videos explaining the new onboarding to easily onboard new team members
- 1-hour training call with your team
- Documented SOPs for the new onboarding
- Asynchronous support when needed
- Maintenance and bug monitoring for 6 months
- Video training on how to tweak the 1-minute Onboarding System
What can you automate?
You’d be surprised how much you can automate in your business before even writing an AI prompt. Here are a few things:
- Deck slide creation for proposals
- Contract signing to start engagements
- Project briefs for Sales-to-Delivery handoff
- Auto-assigning tasks and projects
- Tailored project roadmaps
- And many more
What people think of k²a²
Check out some testimonials from past or current clients.