SIMPLE.

INTERNET.
INCOME.
 Turning an Interested
Prospect into a Paying Client

Once you are talking to a prospect and that is interested, you might be wondering what the next steps
are to take them from being interested in your service to being a paying client. This is an element of
business that is often overlooked.

This guide is an overview of how to transition your prospect through the first steps of the pipeline after
you have gotten in conversation with them. While booking, make them feel important “WAM” (What
About Me) - because that’s all they care about.

Most (not all) of the time you will want to get on the phone with your prospect and do a sales
presentation. It can be hard to see the value and fully understand the service over a text message, DM,
or email. In some cases, prospects may not want to get on a call and just want all the information the
be provided via text. If you refuse to provide the information, it could hurt the relationship, but if you
provide too much (such as pricing/packages) without justification, they might not understand the
service fully or the value.

If after text messages, emails, or DMs, the prospect is interested but says they don’t want to get on a
call, you should move to sending them a Loom video or voice notes to explain the service. It is much
harder to make a sale when there is no personal element or connection during the sales process.

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Here are some transitions to help after your
initial communications

“Let’s jump on a quick chat and see if there is a way to collaborate”

“I love what you do and have a couple of ideas of ways we could add value to each other… do
you have 5-10 mins later today for a quick call?”

“I love what you do and have a couple of ideas of ways I might be able to help you out… do you
have 30 mins sometime this week for a quick call?”

“I’m glad you’re interested. I could send you more details over text here… although I have a
couple of questions (you will need to think of some questions to ask) about your business and it
would be best to jump on a call”

“I have a few ideas on ways I could help you ______ (result/goal ex. ‘Get more leads’) and want
to run it by you. Do you have some time this week for a chat?”

Once you get the approval that the prospect wants to get on a call, you will want to send an
appointment setting message. Based on the conversation you might even be able to skip the above
transition messages and move straight into booking an appointment.

The idea behind these messages is to streamline the booking process. Many people are busy and the
“back and forth” for setting up an appointment can cause some people to never book with you. To
combat that, you want to be polite, direct, and concise while scheduling.

When scheduling appointments and sales calls, some people like to do a 2 call process where you do
a quick (usually unscheduled) call to touch base with the prospect and then schedule a more in-depth
presentation or demo. If a prospect gives you their # you can give them a quick call and ask them a
few questions, and then set up a time to do a full presentation. This is great because it gives you a
quick overview of their business but also provides time for you to do more research and put together
a rough outline for the call. It’s also good to do this so that if they ask questions on this quick demo call
that you don’t know the answer to, you can tell them you will “explain it all during the next call”.

Alternatively, and especially if you have to book out several days in advance, you can just go straight
to booking the full demo. This way you keep the excitement going and don’t have to wait too long to
actually do the full presentation.

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Here are some messages to help with
setting up appointments

“Awesome! Here is a link to my calendar if you want to set something up real quick.
Alternatively, if you have a calendar link or a few time slots that work for you, let me know and
I’ll pick a time.”

“Hey I know you’re busy, let me know if you have a link to a calendar where I can schedule a
time for us to chat. Or you can pick a 15 minute time that works for you on my calendar here
(link your calendar).”

“Okay sounds good. Does ______ (date, time, and time zone) work for you or would _______
(another date, time, and time zone) work better?”

The whole point of these messages is to move the

prospect through the process of working with you. You
want to be direct but not seem pushy or arrogant. Some
people aren’t good at scheduling appointments and
sometimes they will just say “give me a call now” or
“here’s my number, call me in X mins”. In this case, just
make it happen. Remember, your goal is to work with
them, not against them. Come from it with a service
mindset and you will see much more success.

When sending your link to book, block some times off to

make it seem like you are busy and high status. Also
when sending your link, go with the assumption that they
are very busy and their time is valuable. Always note
“you can send me a link to book on your schedule if that’s
more convenient” and get their link back if they have one.
This makes you seem agreeable and easy to work with
(both important characteristics when dealing with
people).

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Having a public link to Calendly (such as in your email
signature, on your website, or in your bio) is both good
and bad. It could help make the booking process easy
where someone can schedule a time to chat with you
seamlessly. But on the flip side, it positions you as a
lower value person because anyone can request a time
on your calendar and it shows you don’t protect your
time, hence you are not that “high value”. Sometimes it is
important to protect your time from time wasters or tire
kickers, especially as you scale.

The best thing to do is to setup Calednly (or a similar

service) and have a link available for when someone is
ready to book a call. Feel it out and if it makes sense,
send the link and say “Awesome. Here is my private
calendar link. You can pick a time on my calendar to chat
or alternatively, you can send me your calendar link or
times that work for you, and I’ll put something down.”

If at all possible don’t schedule more than a week out.

Also, try not to book something for after the weekend
(unless it is a Thursday/Friday and no other options
work). This is because people may forget, lose
motivation to talk, or their situation might change where
they don’t need your services anymore. Take action
swiftly.

Some people create a fake email and pretend to be a

personal assistant or helper. This can backfire in the
instance where the prospect asks to speak with the
assistant. It’s also easy to tell when people are using a
fake assistant since most business owners don’t use
assistants unless they’re running massive 7, 8, or 9 figure
companies. Being personal and building connections in
this business will go a long way!

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 Sales Demo/Presentation
Overview
This presentation is one of the most comprehensive parts of the program. This really is the key to
everything and where your money is made. If you can master this presentation to be able to do it
perfectly, whether you are in person, on a Zoom call, on the phone, or even in a DM chat, then you
will never have to worry about clients again

You will want to study this presentation and go through the three steps at least a dozen times to make
sure you know everything as best as you can.

There are three main stages to a sales presentation. The discovery phase, the presentation phase, and
the close. In the discovery phase you are looking to learn about the client and see if what you have to
offer is going to be an effective solution to their problems. In the presentation phase you are sharing
the features and benefits of your service and showing how it solves their problems. In the closing
phase you are pre-closing your prospects questions and providing them with answers to any
objections they may have. You end by asking for the order.

This resource will go into all three phases with great detail and outline things you need to be aware of
when presenting to a customer. This outline can be used in person, over the phone, and on a screen
shared call.

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Part 1 - Discovery

The discovery stage of the meeting strategy is all about taking control and learning more about the
potential client, so we can use the information as fuel later in the meeting. You want to make the
business owner feel that they are important, and their future success is also important to you.

Before you go ahead and ask the prospective client, you need to ask yourself - Are you going to take
control of the meeting or is the meeting going to take control of you? In any kind of meeting, someone
must be in control and that always has to be the person ‘selling’ or else you’ll struggle to build enough
credibility and will fail.

Taking control starts before you walk through the door, it begins with your mindset. It’s important for
you to become a leader. Before you enter, you need to remind yourself of what you’re actually doing
for this business. You’re meeting this business owner because you can help them earn thousands of
extra revenue per month. Money that they weren’t making before they met you. That means that they
need you. It instantly makes you valuable and as such, you need to know that thought and understand
your self value.

Elevate yourself, because you can do something for this business. Your job is to show them how you
can help transform their business, helping them move from where they are now to where they want to
be. You’re in leader mode and you’ve just walked through the door, shaken hands with the owner and
sat down ready to get cracking.

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Meeting Part 1A - Building Rapport
The best way to take control is to ask questions and lead the conversation. Spend the first little bit of
the meeting talking about anything other than business. GET THE PROSPECT TO LIKE YOU. This is
arguably the most important part. IF THEY DO NOT LIKE YOU, THEY WILL NOT BUY FROM YOU!

Break the ice and make simple conversation. If you’re really stuck on this, the weather and the events
of your day are usually good places to begin. Higher level concepts are to do research before hand
and find out what they are interested in and ask them about it.

Part 1B - Learn Their Needs and Set The Direction

for the Meeting
You’re going to want to ask them “So why did you invite me in today?” - This little question is so
powerful, because we all know that we reached out the them, but the owner actively agreed to a
meeting and there is a reason behind this that we want to dig up. This reason is the key to us signing
the client.

At this stage, the owner is going to be thinking something along the lines of “Ok, well they called me
but I also did invite them in... because I’m not earning enough, or this isn’t selling well. Tuesdays aren’t
busy enough” - it’s making them question themselves and it puts you in a dominant position, right
from the very start of the meeting.

Next,, set the direction for the meeting by saying- “I want to start this meeting by knowing more about
your business. I need to understand your current state and some of the challenges you’re facing
before I can show you how I can help”

If they try to take control and say something like “I just want to know how much this costs?” Stand
firm, say “I approached you because I can see you’re leaving money on the table, although I don’t
work with any business, I arranged this meeting to see if we could help each other. Before we can talk
about pricing, I need to learn more about your business, as my service depends on what is needed.
There is no one size fits all with social media marketing.”

Part 1C - Discovery Questions

Now we’re going to jump into some discovery
questions. We want to learn as much as possible
about the business, so we have information for
later in the meeting. We want to know if what we
have to offer is even a good fit for them, if they
can afford it, and how it would fit in with what
that are already doing.

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Discovery Question 1
“Can you show me some example of your current digital marketing strategy?” - this will
completely throw them off. You need to ask like you’re just presuming they already have one,
but I can almost guarantee you they won’t. They’ll be thinking “Well crap, I haven’t got a
digital marketing strategy... I should have one”.

Discovery Question
2
What systems do you have in place to get new customers?” - this is when you’ll get the most
info, they’ll probably list off a number of different ways they advertise their business -
newspaper ads, billboards, flyers etc. After they’ve finished explaining, say

Discovery Question
3
“Ok, do you have any idea how much are you losing not having digital marketing strategy?” -
You should almost make a joke out of it, it’ll again make them question if they’ve been missing
out, if they’ve been doing something wrong all this time.

Ask the questions below, note down each answer as you go along, you don’t have to ask
them in any particular order and you can throw others into the mix too, just make sure it’s
conversational and not like an interrogation session.

“What do you sell well on?” “What doesn’t sell well?” “Why do you think this is?” “What days
you busy on?” “What days aren’t so busy?” “Why do you think this is?”

These questions force the owner to think about all the problems they’ve been experiencing in
the business. All businesses have days they’re busy and days when they’re not so busy on,
services that sell well and services that don’t sell well. By asking these questions they’ll start
questioning why they have these problems.

Discovery Question
4
“What challenges are stopping you from solving these issues on your own?” - this will make
them realize that they cannot solve the problems by themselves, or they would have already
done so. Generally, it’s going to come down to either time or knowledge but regardless of
their answer, we’re starting to get some self-acceptance of issues.

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Discovery Question
5
“How much are you earning per customer??” - We need to know this so later on we can
work out how many customers we need to bring them in order to obtain an acceptable ROI.

Discovery Question
6
“What are your average monthly revenue figures?”

Once we know some specifics about their business, we want to try and ignite a spark within
them, the spark that lead to them launching their business in the first place... that burning
hunger to succeed.

Discovery Question
7
“Where would you like to take your business and what should your revenue figures be if all
the issues were solved?”

This will take them back to the business’ infancy and hopefully act as a reminder that they’re
not currently where they want to be, motivating them to make a change. Make sure to write
down the answers to this question as they can be used as powerful pain- points later on.

At this point, we’ve created a mindset shift. You’re making them think “Maybe I am leaving
money on the table. This isn’t okay. I have got complacent. I do need to make a difference
and this person is the right one to help me, this person might actually be able to change all of
this” - you’re changing your image from salesperson to someone who genuinely cares and
wants to help the growth of their business. This is why the discovery stage is so crucial to a
meetings success, as there are many barriers to be broken.

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Part 1D - Building Buy-In
Now we’ve learned more about the inner workings of the business, we
need to tie everything up and create buy-in. We’ve already ignited
their entrepreneurial spark but now we need to make it achievable.

Say “So, this is where you’re at now” (write current monthly revenue
number on top left side of paper or explain to them if on the phone)..

Then, on the right hand side, write their goal revenue - explaining
“and, this is where you should be, if all your current challenges were
resolved *proceed to list issues that they mentioned*

Finally, explain “So this is where you are and where you should be, but
let’s be realistic here, we both know that these challenges can't be
fixed overnight?”.

Draw a line in the middle and ask them “Where should we be

realistically, if we can begin to resolve the problems?”

Come up with this figure collectively, or let the business owner

dictates it themselves. This will get them excited and build instant
buy-in.

Start helping them envision what things will look like being on the new
income level.

Ask them “How would you feel if you got to that income level? How
would it impact your personal life?” “Would you get more time?” - You
don’t need to ask these questions word for word, let the conversation
flows.

As important as it is to plant the seed of success, we also need to

plant the seed of failure. Once you’ve finished talking about the
positive impact of higher earnings, flip the scenario and ask “How
would you feel if you never did get there?”

In asking this they’ll self-acknowledge that they’re not content with

the current state of their business. You’ll have them brought into the
idea that they need someone else to help them reach this point.

Say something along the lines of “I understand your problems and I

know how we can solve them, would you like me to show you how
we can do that?”.

This further reassures that we know how to solve their problems and
also opens the conversation for a smooth transition onto presenting
our services. In order to make the transition, explain “Great, I’ve
prepared a simple presentation for you, let’s proceed to the next step.”

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Part 2 - The Presentation

In this part, we’ll be laying all of our cards on the table and showing the business owner exactly what
we can offer them. You will have to do some research before your meeting to make this run properly.

Part 2A - Help them Visualize how they can improve

Depending on what you are selling them on, if you are selling them on their website. Take a screenshot
of their site and show it to them.

“As you can see, this is a screenshot of your website.

First, you’ve got a nice clean logo and a great base of likes on here too. But your stock photos are
pixelated currently which paints a poor image of you and you’re also completely missing contact info
at the top, which are extremely important for _________ (your niche).

“Overall, you have the perfect base for my service and I know I can do a lot for you”

You’re going to say this to everyone but because you’ve done your prospecting correctly, you’ll
already know that they’re the perfect potential client.

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Part 2B - Show them a competitor
Next, we are going to compare our potential client to one
of their competitors. If you are looking to sell them on web
development, find a good site and explain the things good
about it (ex. Good logo, good photos, contact info and
location available etc.).

If you are looking to sell them on Social Media Advertising

you’ll need to search for businesses in the same industry
in the same area (go for the big ones) and click the ‘info
and ads’ button on their Facebook page. This is the page
that shows all ads a page is currently running. Click on
some of the ads until you find one with lots of
engagement. Alternatively, if you can’t find any direct
competitors who are currently running ads, you can
search in other regions or industry. Number of
engagements doesn’t matter so much, as long as it’s a fair
bit better than your potential client.

Screenshot the ad.

Describe 1-2 good things about the competitor and

something they could improve on. For examples: “This ad
has 300 like, but no one is tagging their friends and family.

Imagine how many people would become your customers

if we added a call to action that encouraged people to tag
their friends. Small things can have a huge impact.

Part 2C - How it works

So, we’ve now gone through the visuals and why important to improve it. You’ll want to jump in to
how it all works showing them past work. If you are selling them on social media ads, you can pull up
the Ads presentation powerpoint or previous case study.

Part 2D - Tie It All Together

“So if we were to generate _______ new customers that would bring in an extra ________ per month?”

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Section 3 - The Close
We are finally at the end of the strategy session. The time where you get the signature and money in
your bank account!

The transition from presentation to close needs to be smooth. To do this, we’re going to eliminate any
potential concerns. First you can talk about reporting. They get detailed reports of the work that we
do.

You can also talk about what they can expect. For example we have worked with dozens of
companies or years, as you can see from the websites we have developed and the case studies, we
are an expert with a ton of experience in this industry. If anyone is a good fit, it is us.

At this point we should also mention some of the issues we discussed back in the discovery stage,
even reading some of the notes over. Show that you genuinely care about the businesses problems
and showing your professionalism. For instance, “It’s also important that we target all of those weak
spots that was discussed earlier, the fact that Mondays are slow, we will create ad strategies to
directly overcome those issues”.

We’ve just ironed out any final worries or concern that a business could have... apart from cost. Now
it’s time to close. We’re going to use a very simple two question close.

First, “Do you believe that I understand the issues you are facing as a business?”

If you went through the discovery stage correctly, you went through building buy-in, you’ve learnt
about all of the problems that they’re facing, the days they’re not busy, and the days they are, the
products that sell well, the products that don’t. You went through closing the gap and emotional tie in.
They’re going to answer “Yes, of course”.

Second, ask “Do you think I have what it takes to help you solve these problems?”.

At this point you’ll be respected as someone with great knowledge of marketing. Of course, they’re
going to say yes, because you’ll have already filled them with that confidence throughout the meeting.

If for whatever reason they say no to any of these questions, simply ask why and what is their concern.
No business owner will ever get to this point in a meeting, say no and not give you a reason as to why
they don’t think you have the skills to solve their problems. Once you’ve answered their concerns, say
ask the two closing questions again.

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What we’ve just achieved is an acceptance, without discussing price.

Once you’ve got a yes on both questions, state, “Great, let’s start. What is your current marketing
budget?”

It’s important to always ask this question because even though 99% of the time they’ll say, “we don’t
have one” or “non-existent”, just because they want to get your lowest price. Sometimes you’ll come
across businesses who are more transparent.

It’s the transparent business owners we’re hoping for when we ask this, because the larger the ad
budget, the more we can sell our services for..

Generally, the higher end the business, the higher end the products, the more costly they are, then the
more you can charge. The more money you can make a business, the more money you can charge
them.

It’s not just your fee that needs to be considered, but the ad budget if they are doing ads. The client
always pays the ad budget, never us. Generally, for an average sized brick and mortar business, a
minimum spend of $500 per month. Again, this is completely dependent on the nature of the
business.

So, going back to the strategy, we’ve just asked for their current marketing budget.

We’re now going to go in with our price summary; for example, “A 3 page website deal will cost
$3,000”. It’s important to be clear and confident when you discuss price; never hesitate at this point
as it will show weakness and a lack of confidence that you can do what you’re saying you can.

Once you get that yes, we want to get everything tied up as soon as possible. You don’t want to give
them the chance to change their mind. Chances are they’re not going to change their mind, but with
sales, the client is never closed until you have the money in your bank account.

Respond with “Excellent, let me put together an agreement together which will include my marketing
proposal, and we’ll get started right away.

***Pro
tip
bring the credit card authorization form with you to the meeting, or ask for their
credit card details while you’re on the phone with them

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Notes
If for whatever reason you don’t get an instant yes, make sure you push back and find out the
reasons why. The majority of the time you’ll be able to overcome these issues.

Generally, any objection you’ll receive will be due to failures to build enough authority and trust
throughout the meeting as an objection is simply a sign of doubt. When you are first starting, it
is natural to make mistakes, it’s what makes us all human. The key is to not get disheartened
and to jump straight back on the horse to secure more meetings.

And at the end of the meeting strategy. Like everything, the more you do it, the better you’ll get
at executing it. What’s most important is that you make it your own.

We all have different mannerisms, different tones of voice and we certainly don’t all speak in
the same way. Over time, you’ll find areas to tweak, things to say that’ll bring out your
personality and ultimately, it’ll get a lot easier and quicker to sign up clients.

A meeting will last all of us different amounts of time but generally speaking, when you’re first
starting, you’ll average at around 20-30 minutes. That being said, when you establish yourself
as a market leader, you’ll have a reputation, you won’t need to convince businesses it’s a
sensible option because they will have already convinced themselves. You’ll find yourself
signing clients in a matter of minutes, some will be begging you for your service.

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Post Call and
Proposal
Guide
Generally, after a call, you know how it went. Usually, it’s one of three ways. Either it went terrible, it
went okay, or it went great. If a call went great, it should be closed within a few days. If it went okay, it
may be closed in a few weeks. And if it went bad, it may never turn into a deal. For good and okay
calls, follow up with info immediately and send them a proposal for what was discussed! For bad calls,
ask them what information they would like to see more of and send it to them.

The success is in the follow-up! Start with this

follow-up email

Hi _______ (their name) it was great speaking with you today and getting to know you.

I'm excited to help you get _________ (high-level goal/big cheese ex. An even more
successful business) by getting you __________ (result you will drive them ex. More new
clients)

Here are some fun facts about our company (adjust as needed to fit your own agency
image/branding that you have presented yourself as):

Myself and my partners have worked with more than 5000 companies

We have spent more than $6,000,000 on digital ads

We have generated tens of millions in revenue for our clients

We have an influencer “follower network” of more than 3 billion followers

We are responsible for more than 250 million follower growth across all platforms

We lead the industry in social growth and marketing strategies

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Here's how we work: (change these as necessary depending on the services you pitched
them on)

01 You'll receive a strategy call where we will clarify your story, core message, call to
action, and ideal audience so we maximize the value from our services

02 We'll create a compelling offer to present to people viewing you online

03 We'll reach out to our network of contributors and pitch you for their publication.

04 Once you start getting press and growth we will help you build a content and
monetization strategy

Here are some key metrics involved in selecting the perfect plan for you (adjust or clarify
these to match your conversations and your offer:

Relevancy: Most importantly we check for relevancy. Does the align with your core
message and ideal audience?

Ranking: Are we helping move the needle for your business?

Reputation: We take a look at your brand reputation or the top competitors in your
industry and build a strategy to help make it stronger

Social Media Following: We closely monitor your social media presence to make sure it
aligns with your offer and is as strong or stronger than your competitors.

Case studies - Here are some case studies to show the results you can get from the work
we do...

Link 2-3 case studies, screenshots, happy customers, or other proof here.

Service/Fees
: Break down what you plan to charge them here.

I have a good feeling about this and I'm confident we can make this a huge success for your
business/brand/company.

Your name

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What To Look For During/After a Presentation
After a presentation, the only thing that you are looking for is a “yes” or a confirmation that they want
to move forward. Anything else is a hurdle you will need to jump over. If you properly scheduled the
next steps, then you should have another date to chat. This should be within 7 days or sooner. This
way you should already know the timeline moving forward. From here you either need to constantly
follow up with them, get on another call with them, or answer final questions and close the deal. Once
you get the “Yes” from the client, send them the contract and payment details and get the deal locked
in!

In the time between your original meeting and the next time to talk, you should be sending them the
proposal and any supporting docs like case studies. If they don’t specifically say “yes” or “no”, ask
them why and ask them what they would like to see to make a decision

Ultimately, you want to get a concise “yes” or “no” so you can act accordingly. In some instances, the
deal will not be closable in which case move on to getting feedback and referrals.

Adding
Bonus’s/Freebies
While not always necessary, sometimes throwing in a bonus here and there can be a good way to
sweeten and close a deal. It’s better to include something for free, than discount a service, or miss out
altogether on a sale.

You can introduce it by saying something like “I know these services will help you a lot and I want you
to know I’m on your side. How about we include _____ if you sign up today/this week” or you can say
“As a little bonus we have a special going on this week where we will throw in _____ for free if you get
everything completed by Friday”.

This could be 1000 free followers (only costs you $150), could be a month of SMM if on a larger
contract. The opportunities are endless. Find ways to be creative and close more deals!

By doing this you create a sense of urgency, a sense of exclusivity, and the good feelings that come
from getting a discount

If There is No Sale
If no sale, ask for a referral “who do you know that could use XYZ….” Ask for 3-5 business owners that
might be interested. And also ask for feedback. If you are open to honest feedback, you can learn a lot
about yourself and your offerings.

Ask “May I ask why you didn’t want to buy? And if there is something I could have done better during
this process”… (who knows, you might even be able to turn a no into a yes with this strategy). End it by
asking if there will be a time in the future where they might want to buy from you (and then schedule
this into your calendar - even if it is 6-12 months out)

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Onboarding,
Payments, and
Client
Retention
Below on details on how to onboard clients onto
AgencyBox. There are also instructions on how to take
payment and send contracts. Use these instructions and
templates to help streamline your onboarding process.

What you need to collect to onboard a client

Contract - Or at minimum some form of agreement
Payment - The full amount including your markup and AgencyBox
fees
Onboarding form(s) - For AgencyBox to fulfill the service(s)

Taking
Payment
It is important to get paid before paying AgencyBox. This can be done in one of several ways, but we
will focus on Stripe in this section. You should make sure to monitor billing on monthly agreements to
ensure that your clients pay you each month so you don’t get billed by AgencyBox

If you get billed by AgencyBox and service has been started (our team has received info or started
working on the project), we cannot process a refund or credit. If you have been billed and the service
has not been started (usually in the case of an accidental re-bill), you may incur a processing fee. For
monthly contracts, a good way to set up payments is to make it a contract of 3, 6, or 12 months. Take
the payment for the “first and last months” payments so that you always have a buffer in case they are
late to pay or stop paying at some point

AgencyBox is not responsible if you don’t get the payment from your customer(s) and you will still
have to pay us as soon as service goes through our fulfillment center there are no refunds. Most
monthly services need to be canceled at least 7 days prior to the re-bill date if you or your client will
not
be continuing

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Taking payment outside the USA
Stripe may not work in some countries or may have a delayed payout period. For international
countries Payoneer and Bill.com are two options others have used in the past. We only “recommend”
Stripe as an option as we use it in-house, but there are a million different payment providers and you
can use whichever one you want. We do not have affiliations with Stripe, do not require that you use
them, and it's purely a suggestion rather than a requirement.

Use whatever you feel comfortable with, have experience with, works in your country, or you think
will work best in your situation. You could even have clients pay you by check, cash, wire transfer, etc.

As a final note about payments, sometimes (especially when you just start a new Stripe account) the
payouts may be delayed several days. If you don’t have enough cash to pay AgencyBox for the service
to be fulfilled, you might need to way a couple of days for the funds to land in your bank account
before paying AgencyBox. Please be aware of this, and factor 3-7 days into your first contract timeline
while the payment is being processed by your bank,

Contracts and Agreements

Some clients just want a simple “statement of
work” or “agreement letter” and we have a
template for that. If you decide to send the
document in an agreement letter format, you
can ask them to sign it, but it’s already informal
and easier to have them respond with “I agree”.
Having said that, some clients want a more
detailed agreement and you can send them a
contract using a digital service with templates:
We recommend using PandaDoc
https://app.pandadoc.com/ for agreements. It is
great because the client can easily sign the

Generally, contracts like these are rarely
enforceable and are more of a formal “next
step” rather than something worth pursuing in
court (the time and money used to enforce
agreements is rarely worth it).
agreement without having to download, print,
sign, and scan the agreement document.
PandaDoc is also great because they offer a
number of templates to fit your needs.

Set Proper Expectations

The main key to long term success in this business starts before a deal is closed. All throughout the
process, you need to ensure that the client has a clear and concise understanding of what to expect.
And most importantly, never “OVER-SELL”. We do not want clients coming on board with an
unrealistic idea of what to expect.

To have a successful client relationship, you need to set clear and concise expectations. This includes
how often you will be communicating with the client, reporting feedback, etc.

Be honest that there are no guarantees for most services and once a service is started we can’t refund
it due to the hard costs associated with onboarding a client.

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Structuring and taking the
Payment
You need to discuss payment upfront - especially if this is for a monthly recurring service.

Things to consider are if they are paying all at once? Monthly? What day of the month? How long is the
agreement for? If they want to cancel, what does that look like, when can they cancel? How many
days/weeks/months notice do they have to give?

We encourage you to try to land multi-month contracts and set a 30-day minimum cancellation
policy and take at least 2 months payment upfront (first and last of the agreement). Some clients only
want to do month-to-month, so you need to be prepared to handle that as well

Onboarding
Forms
These are the direct links to the forms for many of our services. If you don’t see a form here (for a
service such as social growth) then there likely isn’t an onboarding form due to the information being
very simple (just a @handle) and there will be a spot to place that during checkout.

These forms are meant for your general information, or for you to send to your clients to get their
information. We don’t directly take onboarding forms in a doc format, but rather there is a fillable
onboarding form that you will be sent access to after you place a fulfillment order.

Lead Gen https://docs.google.com/document/d/1cLC6-S1LC7jTH8tijNjS0lFP0nYM9p0vR1G3QNPi

Onboarding zqE/edit?usp=sharing

Design https://docs.google.com/document/d/18mBvFbTIONKv1bnZVDzEgddnXQfp1Z5wuvI_-
onboarding M_6SqI/edit?usp=sharing

SMM https://docs.google.com/document/d/1HdTGz-DT9fHBFOw5wFEVr5XW1CmvLGWg0C
onboarding w8nC9ig9g/edit?usp=sharing

SEO https://docs.google.com/document/d/1VEprmKvA53NwYufbU7MttU5-KHlj6lf0qgfMlbJ
onboarding LkUk/edit?usp=sharing

Web Development https://docs.google.com/document/d/15qbCzjcMeC-q-y8KaoRrTInbeBu_ER7Nw01G5aBr

onboarding CoQ/edit?usp=sharing

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Onboarding Scripts
Email 1 - Thank You Email
Send this email after a client is closed and ready to work with you. This will help ease them into the
project and get things started on a good note. You will need to also draft up the agreement and send it
to them along with this message. Make sure to edit the details to be applicable to their specific project.

Hi ______ (client name),

Thanks for choosing _______ (your agency name) for your marketing services! We are excited
to work with you and are looking forward to helping your business grow!

The next steps are as follows:

1. I’m sending you a brief agreement to your email. If you can review the details so were all
on the same page and sign it, that will help us get things started quickly.

2. I’m going to set you up on our payment platform and will send you an invoice to your
email. The payment is ______ and the terms are _____. (Put some details here about
when they will pay you, will you set them up on auto-bill, etc.

3. (If onboarding forms are needed) Once those are complete, I will send you the form for
the onboarding details that we need to get your service started. The more details you can
give us in these forms, the better success we will have with your services.

4. We will begin to onboard you on our end, for this service you can expect a timeline of
_______ (take the timeline from the pricelist doc and put it there so they know when to
expect things to happen).

5. If we need more details or information, we will touch base. Otherwise, sit back, relax,
and enjoy working with us. From here on out, we will do the heavy lifting for you.

Once again, we are excited to work with you and can’t wait for what the future has in store.

______ (your name)

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Email 2 - Welcome email
Send this email to your client after they have filled out the contract, onboarding forms, and
submitted payment.

Hi _______ (client name),

We received your agreement back, as well as payment, and your onboarding forms.
Welcome to our agency “family”! From this point on we will begin working on your services
and helping you grow.

Moving forward, I will touch base with you about once a week or so (or as needed). Some of
these messages may just be to let you know that we’re still working and will have more
updates soon.

If you have any questions or concerns, my direct phone number is _______, and I’m available
around the clock. If you want to set up the occasional phone meeting to touch base, I would
be more than happy to.

Also, my business is mainly built on referrals. My clients always seem to be my top source of
new clients, and I would love to continue that relationship with you. I offer a 10% lifetime
referral commission for everyone that you refer that turns into a paying client, plus it helps
my business out a lot. If you could take a few moments and send me 3-5 people who you
know that could be interested in a service like this, I would greatly appreciate it.

Congratulations on taking this step, and we are excited to work with you!

_____ (your name)

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