Most B2B/SaaS companies are doubling down on their marketing efforts, and it’s not hard to see why: it helps them gain more market share and drives more leads to their businesses. So far, hiring a marketing agency has proved to be the most effective method to achieve this.
However, many believe hiring a marketing agency will magically solve all other issues, such as the acquisition process, market positioning, scaling, and demo strategies. Well, this is somewhat misleading. In reality, onboarding processes are usually the major point of failure for both agencies and clients.
So what’s the remedy? From our experience, we know that the first 90 days after onboarding a marketing agency are the most crucial for the partnership’s long-term, medium-term and short-term success. This has helped us create a great onboarding strategy to ensure everything goes smoothly.
We have curated this article to show you what most people get wrong during the onboarding process, why the first 90 days are important, and what an effective onboarding process looks like. Let’s dive in.
While client-agency relationships can get sour in various ways, most of them result from poor communication and setting unclear expectations. The two of the most common pitfall that clients and agencies fall into are:
Our onboarding process at T.A.Monroe is always systemized and crafted from a holistic perspective. When a client first approaches us about helping them build their B2B/SaaS business, they are already quite acquainted with our approach and are informed about how we produce results.
Here is a breakdown of how our onboarding process looks like in the first 90 days:
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