Making Onboarding Easy With Leadsie: How Agencies are Saving Time and Boosting Client Satisfaction

Winning a new client is an exciting time for any agency.

And wanting to get straight to work on campaigns and strategies is only natural – but longwinded onboarding processes can get in the way of productivity in those crucial first few weeks.

This is where Agency Hackers Recommended Partner, Leadsie, comes in.

Completely revolutionising the way agencies work with clients social media platforms, Leadsie is a key component for streamlining onboarding, saving time, and enhancing client relationships from the get go.

Don’t believe us? Below are examples of major players who love Leadsie.

Megaphone: Pioneering Efficiency in Digital Marketing

Australia’s premier digital marketing agency, Megaphone, is renowned not only for its rapid growth and ability to push brands toward significant revenue milestones but also for its relentless pursuit of operational efficiency.

And like many other agencies, one of the biggest challenges it faced was the onboarding process, particularly the cumbersome task of gaining access to clients’ Meta, Google, and TikTok accounts. The process was initially bogged down by a daunting, 15-page PDF and endless back-and-forth communication, causing frustration and delays.

The introduction of Leadsie has been a game-changer for Megaphone, transforming a once daunting process into a seamless and efficient experience.

Leadsie’s intuitive tool has enabled Megaphone to reduce its onboarding time by an impressive 25%, allowing the agency to focus on delivering results rather than getting bogged down in administrative hurdles.

The team at Megaphone has really noticed the difference Leadsie has made, noting the tool’s role in not only speeding up the process but also making it more enjoyable for everyone involved. By simplifying the initial stages of client engagement, Megaphone has been able to reinforce client relationships and set the stage for long-term success.

ChiroCandy: Transforming Chiropractic Marketing

On the other side of the globe, ChiroCandy has carved out a niche in the chiropractic marketing world, leveraging Leadsie to overcome its own onboarding challenges.

Founded on the back of a successful podcast aimed at helping chiropractors attract new clients, ChiroCandy quickly grew into one of the largest marketing agencies in its niche in the U.S.

However, the technical aspect of onboarding new clients, particularly those less familiar with digital tools, presented a significant bottleneck.

Before Leadsie, ChiroCandy relied on Loom videos and extensive Zoom calls to guide clients through the onboarding process, a method that was both time-consuming and inefficient.

Leadsie’s straightforward approach has not only saved ChiroCandy over 7 hours per month but has also improved and streamlined the client experience, setting a positive tone for the agency-client relationship right from the outset.

The Impact of Leadsie: Easy Onboarding for Growth

By addressing the specific pain points associated with the onboarding process, Leadsie has enabled these agencies to allocate more resources to what they do best: driving growth and success for their clients.

The tool’s ability to significantly reduce onboarding times, has made it an invaluable asset for agencies looking to optimise their operations and enhance client satisfaction.

In an industry where efficiency and client relationships are paramount, Leadsie simplifies the onboarding process, allowing agencies to focus on getting results for their clients.

Whether it’s helping a brand reach its next revenue milestone or connecting patients with essential chiropractic care, Leadsie is proving to be a key player in enabling agencies to streamline their workflows and improve their service offerings.

Find out more here.