Seven Figure Agency

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Master the art of conducting world-class onboarding calls that establish authority, align expectations, and drive client success.

Purpose of This Call

This is not a welcome call. This is not a discovery call. This is not a technical setup call.

It is a strategic alignment session.

The Objective:

By the end of this call:

  • The client understands the growth roadmap
  • Revenue targets are clarified with math
  • Non-negotiables are established
  • Roles are defined
  • Timeline expectations are locked
  • The Technical Kickoff is scheduled

If any of these are missing, the call was incomplete.

Watch: Section-by-Section Guidance
Complete walkthrough of the Strategic Onboarding call
The Required Psychological Outcome

The client must leave feeling:

  • Clear
  • Confident
  • Directed
  • Accountable
  • Calm

They should think:

  • "These guys have a system."
  • "They've done this before."
  • "I know what to expect."
  • "I know what my role is."
Facilitator Mindset
How to approach this call with authority

Client Onboarding Specialists are NOT:

  • Support reps
  • Tactical explainers
  • Order takers

They ARE:

  • Strategic guides
  • Performance anchors
  • Expectation managers
  • Authority figures

You are leading, not persuading.

Pre-Call Preparation Checklist

Before the call:

  • Review website, GBP, reviews, ads
  • Note obvious gaps
  • Customize presentation with company name, logo, revenue targets, service area
  • Confirm decision-makers are present
  • Test presentation
  • Review sales notes for expectations set
Call Structure (60 Minutes)
1
Welcome & Vision
5 min
2
Define Success with Math
10 min
3
Digital Dominance Framework
15 min
4
Non-Negotiables
10 min
5
90-Day Execution Plan
10 min
6
Roles & Accountability
5 min
7
Close & Schedule Technical Kickoff
5 min

Section-by-Section Guidance

Section 1: Welcome & Vision (5 Minutes)
Re-anchor why they hired us

Framing Language:

"Today is about aligning on the strategy that will take you from where you are to market dominance. This is not technical setup. That happens next. This is strategy."

Keep small talk minimal.

Section 2: Define Success with Math (10 Minutes)
Move from vague goals to numbers

Ask:

  • "Where do you want revenue 12 months from now?"
  • "What does a strong month look like?"
  • "What is your average ticket?"
  • "What is your close rate?"

Translate to math:

"If we need $100,000 additional revenue per month at an $800 ticket, that's 125 additional jobs. Based on your close rate, that's approximately 250–300 incremental leads."

Section 3: Digital Dominance Method (15 Minutes)
Walk through the framework

Three pillars:

1. Drive Leads

SEO, PPC, LSA, Reactivation

2. Maximize Conversion

Website, Reviews, Booking

3. Optimize Results

Tracking, ROI, Scaling

Emphasize:

"This is a system. Not isolated tactics."

"Consistency builds momentum. Pausing breaks it."

Pause for questions, but don't let it drift tactical.

Section 4: Revenue Protection Rules (10 Minutes)
Establish boundaries

Non-Negotiables:

  • 1
    No pausing campaigns mid-cycle
  • 2
    Decisions are data-driven
  • 3
    Phones must be answered and leads converted
  • 4
    We require responsiveness and approvals
Section 5: 90-Day Execution Timeline (10 Minutes)
Explain phases clearly
Days 1–30: Foundation

Tracking, setup, stabilization

Days 31–60: Acceleration

Optimization, ranking movement, data refinement

Days 61–90: Optimization & Scale

Refinement, expansion, compounding

Use dates when possible.

Section 6: Engine vs Driver Roles (5 Minutes)
Use the metaphor

We are the engine. They are the driver.

Agency Owns:
  • • Campaign build
  • • Optimization
  • • Tracking
  • • Strategy
Client Owns:
  • • Access
  • • Approvals
  • • Capacity
  • • Booking rate
  • • Review culture

Ask:

"Who internally owns booking performance?"

"Who owns review accountability?"

Get names. Not departments.

Section 7: Close & Lock Next Step (5 Minutes)

Summarize:

  • • Revenue goal confirmed
  • • Strategy aligned
  • • Timeline set
  • • Roles clarified
Objection Handling Guide
Keep answers short and confident

"Can we start smaller and scale later?"

"If we start below competitive threshold, we won't generate enough data to optimize. The proposed budget is the minimum required to compete effectively."

"We tried SEO before."

"SEO fails when it's inconsistent, poorly executed, or prematurely stopped. Compounding requires time and correct execution."

"Can we pause in slow season?"

"Your competitors don't pause. Stopping breaks compounding and sets you back months. We can adjust strategy, but we don't stop."

"How do we know this works here?"

"We've done this in markets like yours repeatedly. Execution and consistency determine outcome."

Behavioral Rules for Client Onboarding Specialists

DO:

  • Use math
  • Pause after important statements
  • Keep control of pacing
  • Redirect tactical questions

DON'T:

  • Overpromise
  • Overexplain
  • Debate strategy
  • Let the client drive agenda
  • Skip revenue anchoring
Post-Call Discipline
Within 24 hours

Send recap email including:

  • • Revenue goal
  • • Defined metrics
  • • Non-negotiables
  • • Timeline summary
  • • Technical Kickoff date

Update CRM:

  • • Revenue target
  • • Objections raised
  • • Commitment level
  • • Scheduled next call
Strategic Onboarding Success Scorecard
After each call, internally confirm
  • Revenue target clarified
  • Math translated
  • Non-negotiables stated
  • Roles assigned with names
  • 90-day timeline explained
  • Technical Kickoff scheduled
  • Recap email sent
Final Principle

This call sets the tone for the entire relationship.

If done correctly:

  • • You prevent unrealistic expectations
  • • You increase retention
  • • You elevate authority
  • • You reduce future friction

You are not onboarding a client.

You are onboarding them into a growth system.

Act like it.

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