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so we're always talking about all the different types of clients and today we want to focus on lead generation and how to onboard a lead generation client successfully quickly so they can start getting those really awesome leads as soon as possible welcome to the happy clients podcast brought to you by dot and company whether you're a virtual assistant an agency owner or a client-facing account manager we all deal with client lucky for you client management is what we do best now let's dig in that cam life and have some fun along the way here's to happy clients legion is one of my favorite niches actually it's where i started in digital marketing i think it's it's such a fun way to see results quickly and whenever we get the chance to talk about lead gen or work with legion clients i just find it super rewarding and fun and over the years katie and i and the team at dot have perfected the onboarding flow for lead gen clients so we want to dig right into that and kind of show you how we work in terms of onboarding and just i guess as a preface i also really like lead gen 2. it's really satisfying and it's just to like go in and even look at results and you can see and then you also can the other end of it is like here we're giving you all these qualified leads and then you know then it's empowering for your client to go and like follow up with those leads and keep it going and then when they do make sales and purchases i don't know it's like a real team effort and it's really great to kind of see those those leads turn into sales and and really be productive in that way exactly so let's jump over to our lead generation onboarding document so we're going to walk through two things and if you're listening to the podcast hopefully you can follow along but if not check out the youtube version so when it comes to lead gen an onboarding document is really important and we use this across all of our clients so firstly you want to talk about the overview and the scope with the client so in this document we have things like the client name the client contact links to the google drive campaign dates links to the facebook page website landing page software et cetera et cetera it's kind of high level access scope document the thing is lead generation needs quick turnaround people are really dependent on getting these leads coming through and can even um sometimes be antsy so when you're a client account manager you really want to turn those around and just have all the information as soon as you can so you can actually just be that much quicker in setting up ads and getting things um rolling a hundred percent yeah so when it comes to the campaign section we want to be getting access to their ad account we want to understand what we're actually selling for the client so what's the unique selling point what's the price and the offer what does the full funnel look like what are the offers objectives cpa how often are we going to be sending reports the budget the target audience so kind of this overall really understanding who these clients are that we're targeting and then moving into creative the next section so the brand guidelines imagery videos fonts all that fun stuff so these are all super important when you're launching ads because you really want to make it super custom for each each client that you have going through the agency so you want to make sure that their brand guidelines their assets everything really represents their brand and their business very well so having these assets just really contribute to a really great ad that you can put forward and it's totally on brand making the client super happy and again the more information you have up front the better exactly and i really like having this document as something to refer back to so the team you know if you're working with a copywriter or a graphic designer or the ad strategist you have everything in this one document from targeting to creative to budget everything is just in one document so i really like having this and then next when it comes to lead gen is the onboarding checklist so if you haven't downloaded our free checklist definitely grab that dot and company dot co forward slash checklist you'll be able to download this exact flow but it's important to have inside of your project management software a checklist so if you bring on a new lead gen client you know exactly what has to happen for this client so one of the tasks for example is building out this this onboarding briefing document that we just reviewed so having that in the checklist you know making sure that their invoice is paid sending that we are live email to the client kickoff call what the kickoff call needs to look like having everything in one checklist is really really helpful when it comes to lead gen and it just makes the process that much smoother the checklist is so important it really keeps things on task and that's really important with legion because these can sometimes come in hot and fast they can come in sort of in clusters and all of a sudden you're on boarding like 10 in one week or something like that and keeping it on track can be definitely beneficial when you have this checklist it makes it super easy and then also things seem to like i said that turn around seems to be a little bit quicker which is always well received yes so katie you've worked a lot in legion over the last couple of years and i have as well but why don't you tell us a little bit about your experience because you were working in a super scalable model where you were onboarding what was it 10 to 20 clients a week or a month totally so it was well i guess if we even rewind it back and to be where we started there were a couple months where it was like two a month maybe and it definitely was rolling in slow but then i do find once we got all the key components together that even includes like the sales people bringing in you know these clients for us to launch ads for and then also a really great system in terms of receiving their information doing those onboarding checklists in asana getting you know invoices paid next next next next then we really were able to move fast and scale really quickly so that translated into something that was really quick pace really fast and so the agency was actually able to onboard up to by the end of it it was like they had 70 clients like it was insane and their goals were to get even more so the scalability of something like this is huge legion ads can be launched pretty quickly which is great and then kind of seeing those results is always exciting too so we had the checklist and we banged out all those asana tasks and then we also had some follow-up tasks too so it was like early results and then one week update and hey your ads are coming in how are the leads on the other end like we wanted to know that too like you can get a bunch of leads on facebook and the number and business manager actually looks really good but we need to know both sides so we would always be asking them follow up as well how many leads are coming through and then we can kind of calculate our results based on that as well so i think the sort of sweet spot when i was working in that account with lead generation the sweet spot was getting the systems in place that worked really well that allowed us to move quickly and then kind of having the content this was a pretty niche market so the the photos and the imagery and the content could actually all that could be used for different clients so that is i guess a little bit of a special sort of circumstance here but make sure that everything was available to us so we could launch quickly and then that client's business could be up and running within days sometimes we would say 14 days but that usually turned into three to five which was insane so everybody seemed really happy and things were up and running really quickly so once we had those practices in place it really went really smoothly love that and you used this exact checklist i mean modified to the agency a bit but like it worked on boarded 70 clients it worked and we had other team members so there was operations people that would kind of do the admin work at the beginning we'd be heavy on that onboarding we'd do the welcome call we would do sort of those early steps and then you know tag in the internal team for media buying like ready for ads here's everything you need they were very receptive to the way in which we gave them things so it was always like a google link or a dropbox or something that we could give them they could easily pull from so it was organized in a really great way and then it just allowed the agency that we were working with to scale really quickly but then all of their clients to also scale really quickly which means happy clients and those lifelong relationships which every agency wants love that you questioned that awesome well if you're a agency owner who is heavy in the lead gen space or getting into it definitely make sure you download our checklist or reach out if you are looking for help with client management we know a lot about the space we love working with lead gen agencies so don't be shy reach out can't wait thanks so much for listening into another episode of the happy clients podcast until next time cheers to happy clients