MAKING E-COMMERCE AGENCY'S PROFITS GROW TOO

Añade aquí tu texto de cabeceraIf you’re a business owner you know how hard it is to, not only make your business grow, but actually, really, streamline your operations so that the profit doesn’t take a step back and scale with it. This agency’s owner clearly knew it, and asked for a complete overhaul of their client onboarding and management process. And that’s what we did.

When you run an agency, client relationship is THE most important aspect (turn it into a KPI!) of your business. And every relationship starts with the onboarding. Think about the times you’re on the buyer side:
  • How easy is it to get a first contact with the supplier?
  • What’s the response time and quality?
  • What do you do if it takes them a while to answer? (look and reach out to a competitor)
And, once you decide to purchase from a specific vendor, think about how important it is for the relationship and the project itself in the onboarding process: first contact promptly, having everything you’ll need right in your inbox, clear and fast contract signing, your own client portal right after signing, and much more

So that’s everything we did for this agency. The result? Higher client satisfaction, reduction in onboarding time, and lower client management cost and resources.

How does this translate?

Increase in agency’s capacity, meaning they can now focus their effort on acquiring more clients, instead of on admin tasks that do not add any value (or revenue) to their business.

This will mean more growth, more profits to reinvest, and future scaling.

Here’s just a screenshot of the onboarding process we built.

ONLY grey steps are to be done manually, everything else is just automated!

  • Automated contract creation
  • Automated invoicing creation
  • Automated welcome email
  • Automated Slack onboarding
  • Automated Private Client Portal creation
  • Automated Client Portal credentials sharing and management
  • Automated Project Management

So, just imagine what this would mean to your business.

If you’d like something similar for yours, book a free discovery call.

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