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In this video tutorial, Rondel from AgencyAnalytics outlines a six-step client onboarding process essential for marketing agencies. Successful onboarding ensures strong client relationships, manages expectations, and saves time and money. The first step involves formalizing the agency-client relationship through contracts sent via email or platforms. This includes defining payment terms and methods. Following this, agencies should conduct an internal kickoff meeting to prepare for the project. The tutorial promises additional resources at the end to aid in the onboarding process.
