Before the onboarding · Agency Service Scaling Kings👑

Before the onboarding

Hi guys!

Just wanted to se how u go about preparing for onboarding with a new client

Recently I ran in to some problems and that made me think about different ways to prepare for the onboarding so that problems like they ad account are suspended or that they have a messed up business portfolio.

Should I make a loom where I ask the client to go in and screen record there business manager, and like the users, pages, ad accounts they have in it to be able to prepare for those type of problems?

Or is this just me overthinking?

How do u guys go about it, to make it as simple and easy for both u and the client?

3 comments