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AgencyAnalytics expert Rondel outlines a six-step client onboarding process crucial for successful marketing agencies. Setting the agency-client relationship through a contract and defining payment terms is the first step. Preparation for the project is essential, followed by gathering necessary client information and setting up tools and software. Communication is key throughout the process, including regular updates and feedback sessions. Finally, a performance review is conducted to evaluate the project's success. Stick around for a free resource to aid in your onboarding process.
