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In this video, Mike Mancini, a Google Ads agency owner with nine years of experience, explains how to onboard new clients efficiently. The goal is to gather all necessary information upfront to set up the campaign without needing to reach out to the client again until just before launching. At this final contact, they will address any last questions and clarify expectations. The onboarding process utilizes a straightforward spreadsheet that will be detailed later in the video. Following a successful sales call, the client has confirmed their interest in proceeding with the agency’s services, prompting the onboarding walkthrough.
