Follow this quick graduation checklist
Want to smoothly transition your client to long-term success? We've got you covered! We spoke with Stefan Milicevic of Underground Ecom to learn how his team "graduates" clients while showcasing the potential for further growth.
Use this checklist to confidently guide your client toward ongoing success.
Set your client up for success
Empower your client:
- Schedule a call to ensure a smooth handover. Aim for 45-60 minutes.
- Knowledge is power: Guide them through the Klaviyo system. Show them:
- Where to find templates for core marketing content (e.g., forms, emails, etc.).
- Which pre-built automations to set live first.
Is your client taking over the account?
By prioritizing clear communication and client empowerment, you can ensure a successful transition and set them up for future success with Klaviyo. Encourage them to leverage the following resources:
- Share relevant Klaviyo training content (e.g., Klaviyo Academy or Help Center) that aligns with their future tasks.
- If you created custom configurations (e.g., a custom header), provide a short video tutorial for each.
Build a growth roadmap
Here are a few ways you can build a growth roadmap:
- Create a 30-60-90 day plan: Present a customized plan highlighting untapped opportunities. This might include integrating SMS marketing or personalizing segments to boost average order value.
- Document projected success targets: Leverage your initial wins (e.g., impressive list growth or increased clicks/purchases) to showcase the potential. Project future results based on current momentum. For example, if campaigns average $200 each, project earnings from sending 10 more campaigns. Remember to emphasize this is a projection, not a guarantee, and to account for a ramp-up period.
Offer tailored partnership options
Common ways that agency partners offer tailored options to clients are:
- Retainer services: If building campaigns seems daunting to your client, showcase your retainer programs. Clients can extend their partnership for continued support and build comfort with the system.
- ROI-based pricing (optional): Feeling confident? Offer prorated pricing if you don't meet your client’s revenue goals. This strategy requires strong confidence in your capabilities. Be cautious about value-based pricing if external factors (like website limitations) can impact results.
Be transparent
Be upfront about the ongoing effort required to maintain momentum. Help clients understand their bandwidth needs before transitioning.
For example, to maintain growth and meet your revenue goals, you should dedicate about 5 hours a week to campaign creation and monitoring your client's account. Additionally, we recommend setting aside 2 hours a month for auditing and cleaning their lists.
Focus on value, not fear
Instead of ultimatums, highlight the investment made to establish current success. This helps clients appreciate the value of continued partnership. Here is where you can share what value you can bring and what the client’s ROI will look like by staying with your agency.
You made it!
Congratulations on completing your onboarding journey! Remember, this is an ongoing process, and each project brings fresh challenges and opportunities to grow your expertise.
Key takeaway: Setting clear expectations early makes a world of difference throughout your projects. Proactive communication empowers both you and your clients to continue on a smooth and successful journey together.