2 Big Mistakes in the Agency Client Onboarding Experience

<p>What is your client onboarding experience like? Is it seamless and easy? Do your clients feel important and seen? This is the first impression new clients experience with your agency and it might be the most important interaction. Today's guest has been an agency owner for more than two decades and has adapted to the many changes in the industry. He shares how he has adapted to changes in the market, how he has an agile approach to project management and the most common mistakes in building the customer onboarding experience.</p> <p><strong>Michael LaVista</strong> is the founder and CEO of <a href="https://www.caxy.com/" target="_blank" rel="noopener">Caxy Interactive</a>, a Chicago-based software and technology agency that helps companies unlock 4-5x growth by setting up new and efficient systems. Their expertise includes user-centered design, content management systems, e-commerce, mobile app development, and much more.</p> <p>Michael is also the author of <a href= "https://www.amazon.com/Superpowered-Essential-Leadership-Technology-Executives/dp/1735504904" target="_blank" rel="noopener">Superpowered</a>, a book that goes over the seven leadership superpowers that technology executives can use to grow a more profitable organization.</p> <p>In this episode, we’ll discuss:</p> <ul> <li>The benefits of an agile approach to project management.</li> <li>Ways to attract great agency talent.</li> <li>Avoiding mistakes in new client onboarding.</li> </ul> <h2>Sponsors and Resources</h2> <p><strong>Wix: </strong>Today’s episode is sponsored by the <a href="https://wix.com/partners" target="_blank" rel= "noopener">Wix Partner Program</a>. Being a Wix Partner is ideal for freelancers and digital agencies that design and develop websites for their clients. Check out <a href= "https://www.wix.com/partners/partner-program">Wix.com/Partners</a> to learn more and become a member of the community for free.</p> <h2>Subscribe</h2> <p><a href= "https://podcasts.apple.com/us/podcast/smart-agency-masterclass-jason-swenk-podcast