First impressions are everything, and for marketing agencies, it's especially true. The smoother your client onboarding experience, the better the chances of them staying with you longer.
"Getting access is the start of our relationship with the client - so it needs to be perfect." Jean-Louis Baril, CEO of HELPY Media.
But if you take four days to onboard clients, you've already lost them.
For the longest time, onboarding new clients has been time-consuming and overwhelming — until Leadsie changed the four-day process to a button-click.
Gaurav, Lead Web Developer and Digital Marketing Manager at Adfuel, says:
"We had to get on phone calls with clients, use screen sharing, and guide them through delegating access. Most of our clients aren't very tech-savvy, so it was a challenge to navigate through their profiles remotely."
And our friend Brady, Executive Director at ChiroCandy, says:
"Leadsie is saving us 7 hours per month just from onboarding calls. The value is 10X of what they charge."
So, how exactly does Leadsie save you time and make a positive impression? And more importantly, what is the Leadsie alternative?
Curious? Let's find out by reviewing the manual onboarding of clients and then the Leadsie way.
Leadsie Alternative: The manual (overwhelming & time-consuming) way of onboarding clients
To understand better, let's assume a hypothetical social media marketing agency owner, Jenny, who works with SaaS startups to help them get customers through social media.
Jenny recently finalized a deal with a new client to optimize their Facebook and Instagram ads. The client's goal is to increase user acquisition and engagement through more effective social media advertising.
Jenny is ready to onboard this new client and emailed the documents. The only problem is that it's been a week, and she hasn't heard anything.
Mustering all her courage, Jenny followed up, to which she received a response. The client said they hadn't used Meta Business Manager before.
They're unsure if they even have an account or who has access to assets. The client tried following the instructions through the onboarding docs but they're complicated.
Anthony from Milia Marketing experienced the same thing as Jenny:
"What should have taken under a week took more than a month or longer because clients were chasing former employees asking who had access and who didn’t."
Half relieved, half embarrassed, Jenny suggested getting on a Zoom call and walking them through the process. The busy client scheduled a call the following week, and Jenny helped them:
- Create a Meta Business Manager account
- Connect their Facebook and Instagram assets
- Create an Ads Manager account
- Connect a payment method
- And finally, grant access to Instagram and Facebook assets.
By the end of the call, Jenny could successfully walk them through the process, but when she looked at the timer, more than an hour had passed.
Although the client was patient throughout the conversation, she could see they had put on a tired face, and she could see the disappointment in their eyes.
Feeling like an amateur, Jenny realized that she needed a better onboarding process and that it was her job to make it easier for her clients to onboard effortlessly.
Not just Jenny but every other agency owner who requests access to their client's assets as part of onboarding feels like they've left a bad impression on their clients.
Gaurav from Adfuel says,:
"It (guiding clients to grant access) was not only time-consuming but also left a poor impression on our clients."
Clearly, it's a big problem that's costing agency owners time, money, and the trust of their new clients. Jenny realized this and started looking for solutions.
3 Problems with the manual onboarding of clients
Jenny sat down to list what her current onboarding process is costing her.
She analyzed everything from initial contact to onboarding and came up with these things:
- The client reached out through a referral, meaning her established authority was affected by an unpleasant onboarding.
- Jenny waited a week before following up, and the next call was scheduled for the next week, which means Jenny lost over 14 days onboarding one client.
- The client did not enjoy getting on a call and granting access, so Jenny failed to deliver a smooth onboarding experience.
She realized that her onboarding wasn't helping but doing all the wrong things. Jenny needed a tool that simplified granting/requesting access and onboarding experience.
She researched and tried many tools, but nothing helped. None of the tools she tried were secure, trustworthy, or hassle-free.
Until Jenny saw a case study from a Leadsie user which said:
"I can’t believe we waited so long to adopt something like this because our onboarding experience would have been cut in half. I wish I had adopted Leadsie when I started the agency 8 years ago."
Jenny decided to try Leadsie and integrated it into her onboarding process.
Leadsie: the easy way to onboard agency clients
Jenny had another inbound lead who wanted to improve their Facebook and Google ads output, and were ready to sign a contract.
When the deal was finalized, Jenny called her new client and requested access to their Meta and Google assets. The client wasn't sure whether they had an account or the assets were correctly connected.
Jenny had a flashback, but this time, she was ready. She assured them that it was not a problem.
She told them her team would analyze their account, but she needed access to do that. Jenny shared her Leadsie link with Facebook access requests.
Her client checked all the permissions and confirmed that access was granted.
That's it! Jenny was happy, and her client was pleased with Jenny's professionalism. Jenny's really excited about this new client.
Since then, Leadsie has become an employee for Jenny, which helps her onboard clients efficiently.
Luke from Skytale Digital feels the same:
"Leadsie is like an employee for us! Instead of hiring someone to do the technical setup, we use Leadsie!"
Jenny doesn't have to walk displeased clients through a complex onboarding process. She's become more efficient and uses the time saved to capture leads and increase revenue.
Sarah from Megaphone said the same thing after using Leadsie:
"Through Leadsie, we've seen a 25% increase in efficiency. So the amount of time it takes from sign to onboard has decreased [by 25%], which is fantastic."
Simplify onboarding with Leadsie — it's the fastest, most secure, & hassle-free way!
If you're looking for a more advanced alternative to Leadsie, there isn't one!
You don't want to risk critical information like your clients' marketing account details.
Otherwise, you'll have to follow the long, complicated onboarding process and risk disappointing your clients. You don't want that, right?
That's why you need Leadsie — a secure, time-saving, and effortless way to onboard clients. Brady from ChiroCandy says:
"You need to use Leadsie. Otherwise, you're going to waste a lot of time, you're going to waste a lot of energy, and you're probably not going to get access to things you realize you need access to."
Like Jenny, Anthony, Brady, Sarah and Gaurav, Leadsie has helped hundreds of marketing agencies onboard 60,000+ clients and save thousands of hours.
But don't just listen to me. Read what our clients have to say: Leadsie Case Studies & Testimonials.
Try Leadsie for free
And whenever you're ready, sign up for a 14-day free Leadsie trial and experience the satisfaction yourself.
As Mike Ruffing says:
"Leadsie is worth every penny."
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