New Client Onboarding
Launching successful client experimentation programs.
Pre-Sale
Privately-branded sales enablement material & messaging
Selling a new product should come with some support. To help you close your first (and future) deals, I’ll arm your agency team with pitch decks, educational content, and client-facing material branded to your agency.
I’ll even help train your team on messaging strategy and client communications.
Sale
Easy, secure Stripe payments
After closing a client, all you’ll need to do is head over to the partner pricing page and click on the appropriate plan’s “Get Started” CTA.
You’ll be directed to a Stripe checkout page that notifies my team when a new client is ready to start the program.
Onboarding Post-Sale
Connecting an account to the testing software
Onboarding a new client has 3 components. I’ll be here to help guide your team through every step of the way.
1. Dashboard setup
The first thing I’ll do upon signup (aside from sending you a welcome email) is set you up with a custom client-facing dashboard that can be fitted to match your agency brand.
2. Tool connection
Next, I’ll send instructions for setting up the automation software to connect with the client’s website and GSC account.
3. Opportunity analysis
Third, once GSC is connected, I’ll run an opportunity analysis through the program to bring forward the top URLs for inclusion in the SEO testing program.
Post-Onboarding
Continuous SEO testing sprints
After we’ve set up the tool and completed the client’s opportunity analysis, I’ll begin running the program at full pace via “testing sprints.” For timelines on each sprint, check out our timelines & deliverables page.
Curious and want to know more? Reach out & let’s connect.
