The Agency Client Onboarding Checklist That Converts Clients to Raving Fans
First impressions compound. Marketing agencies that nail onboarding see 67% higher retention. Here's the Notion system that powers it.
Agency churn mostly happens in the first 90 days. Not because of poor delivery...
Industry-specific operating systems work because they are designed around the actual workflows professionals use every day. Rather than starting from scratch with generic productivity tools, SectorOps templates provide the architecture — you simply configure them to your firm's specifics and deploy.
The result is a system that scales with your team, maintains consistency, and provides clear visibility into every active project, client, and deliverable — without the overhead of expensive SaaS subscriptions.
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