streamline your onboarding process

Hey.

If you want to join my private telegram group, where I go even more indepth about this stuff that I dont share anything else other than that group, join here

In today’s newsletter we will go over the following:

• How to streamline your onboarding process

• How you can automate your onboarding

• How to get clients to stay with your longer in your agency

And a whole lot more

B2B Operational Idea of the Week

Build a customGPT for your service, so for example if you do landing pages, give a GPT all your winning angles, frameworks, design examples, and reasoning.

That way when someone books a call you can leverage the GPT to show them what is the kind of work you do.

Same thing goes for if you run a cold email agency, or even creative agency

Takes 2-4 hours to build, and you can perfect it weekly, with infinite upside

Here Are Some Top Links for this Week

• Check out how chatgpt 4o can make you more money in your agency

• Learn the $11.3M/yr hiring funnel I use for my clients

• Learn the one skill that separates Gary Vee from you

• Automate sending invoices to your clients

• Use cases for airtable in your agency

Deep Dive

Original content with photos, graphics, etc (should help, my own style, and they can implement with 24 hours)

Look at your onboarding process like a conveyor belt, each step is crucial, and you can really only move forward if the last step was fully completed in a optimal and effective timeframe.

This is why onboarding is more important than you thing, this sets expectations, allows you to get the best results, and sets the tone for the rest of the service.

One mess up and that can negatively impact the steps after

To have the most optimal onboarding you need to firstly layout your whole step by step process, it could look like this:

And so what this allows me to understand is my whole process from a birds eye view.

Similar to how a war general will look at the map and plan his attacks, I do the same but staring at the birds eye view of my processes

From here you should understand your current process

You can go a step further and label them green or red.

Green means the system is good, and red means the system and step isn’t optimized

Optimized could mean:

1. It takes too long

2. You’re doing the task

3. Its not your ideal process

4. There’s no system around it

Then you simply just start working on making everything green

Then once it’s all green take another look at it

This time look for what you’re doing, or whats not effective, and improve where it’s red

Ideally you want to look at your whole process for onboarding and each step analyze in this process or phases:

Phase I - Look at the current systems and wherever its red, improve the system

Phase II - Look at the current steps and see where the processes are fluff and serve no actual purpose, remove them or improve them with actual beneficial tasks

Phase III - See where you are key roles are doing tasks they shouldn’t be doing, delegate it

Phase IV - If you can’t delegate then you need to hire for those tasks

Phase V - Look at everything see where you can automate

Once you go through the first round, you can probably do this monthly, no more, no less

This will benefit you in more ways you can image

This might seem boring, but boring work actually moves your business forward

Ciao,

Tyler

Poll

How I Can Help

1. You can apply to work with my Agency. Bevacqua

2. You can message me on twitter to talk more or find more content

3. You can watch my youtube content

4. or just reply to this email.

I reply to absolutely everybody who replies to me.