ON DEMAND We Won! Now What?

Onboarding New Clients to Maximize Retention

Nick Jones

Rebuilding your onboarding process to ensure success and retain long term

About the Speaker:

Nick has 25+ years experience in Account Management, Business Development and Agency Leadership at some of the biggest and best ad agencies in the world: FCB, Leo Burnett/Arc, & VML (Geometry). His expertise is omnichannel marketing strategy, shopper/commerce, marketing integration & innovation. Nick now consults for agencies and marketers alike and is currently immersed in determining AI impacts and developing best practices.

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Congratulations, your hard work has paid off and you landed a new client! But the real challenge comes now: how do you ensure this victory turns into a lasting, successful partnership.

In the fiercely competitive ad world, winning is just the beginning. The true test lies in how you onboard and integrate these clients into your agency’s culture and processes. This is where many agencies falter, lacking a systematic approach to foster a strong, enduring relationship.

The good news is you already know how to rise to the occasion in new business pitches and how to motivate, develop and retain new hires thru effective onboarding. The key is translating these skills to jumpstarting your new accounts.

Why It Matters

Critical First Impressions: The first 90 days are pivotal. Learn to use this time effectively to set the tone for a productive, long term engagement.

Unique Opportunity for Smaller Agencies: Stand out from the crowd. Learn how to impress from day one with a robust, post-win strategy, turning your size to advantage.

Proactive Problem Solving: Discover how to anticipate and prevent potential issues, ensuring a seamless collaboration.

Increased Retention: Give clients specific reasons not just to stay, but to advocate for you

What We Cover

  • Essential questions to ask yourself and clients from the outset
  • Best practices to implement from day one for immediate impact
  • Strategies for integrating your entire team systematically
  • Tactics to avoid common pitfalls and negative surprises

Key Takeaways

  • Tips for treating new clients like new biz & new hires
  • Structured action plan for the first 30, 60 and 90 days
  • Set of detailed checklists to leave nothing to chance

Who Should Attend

Agency Leaders, New Biz Execs, Acct Mgmt, Operations, Production, Finance and anyone involved with setting up new clients.

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