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After landing a new client, agencies must establish a strong foundation for the relationship. Rondel from AgencyAnalytics outlines a six-step client onboarding process that successful marketing agencies follow to manage expectations and optimize resources. The process begins with formalizing the agency-client relationship by sending a contract via email or using platforms like docHub, which includes setting payment terms and methods. Following this, agencies need to prepare for the project to ensure everything is in place for a successful collaboration. At the end of the tutorial, free onboarding resources will be provided.
