Agency Client Success Accelerator
2 Weeks to Happier Clients and Higher Revenue
Your Client Success System, Built For You
What You’ll Gain in Just Two Weeks
A streamlined client experience that builds trust, increases retention, and opens the door to more referrals and upsells — without more effort from you or burning out your team. A client experience so smooth it basically runs itself. More renewals. More referrals. More revenue. And best of all — you out of the weeds & back into the zone of genius that made you fall in love with marketing in the first place.
Investment: $4,500 for full customization, delivery, and live guidance.
If you were to build this system in-house, it would easily cost $20k+ (160+ hours at $150/hour) in time, trial, and team resources. We’re offering it for $4,500 as a limited-availability rate so you can lock in a proven, revenue-retention system without wasting months figuring it out yourself.
We work with a limited number of digital agencies each month to ensure high-quality customization.
Only 5 Spots Currently Available:
Here’s How It Works
The 3-Phase Framework: Align. Activate. Accelerate.
Phase 1
Align (Days 0–7)
Lay the foundation for results-driven change by focusing on customer journey pain points and goals.
Complete a focused diagnostic intake form (20–30 minutes max).
Receive a tone and messaging preview within 24 hours.
45-minute Alignment Call to review your preview, align on expectations, and answer questions.
Phase 2
Activate (Days 8–14)
We build and customize everything for you.
Delivery of your full, customized Client Success Playbook.
45-minute Activation Call to walk through assets, show your team how to use them, and prioritize rollout steps.
Phase 3
Accelerate (Weeks 3–6)
We help ensure follow-through so you see results.
Scheduled check-in emails with reminders and quick-win tips.
30-minute Acceleration Coaching Call to review rollout progress and provide targeted coaching.
Desperate to hit the reset button on your broken client systems?
Start Your Client Success Overhaul Today
Your Complete Client Success Arsenal
Built for Remote Digital Marketing, Ad, and Creative Agencies.
According to HubSpot research, agencies with structured client success programs like this achieve 63% higher profit margins.
Client Onboarding
(Sales-to-Service Transition)
Sales-to-Service Handoff Process and Checklist
Smooth transitions without missed details.
Universal New Client Onboarding Form
Fast, consistent onboarding.
Customizable Welcome Packet with Expectation Guide
Set the tone and avoid miscommunication.
Pre-Kickoff Checklist & Kickoff Agenda
Confident starts and focused calls.
Post-Kickoff Follow-Up + Internal Sync Templates
Maintain momentum without confusion.
Client Success
(First 30/60/90 Days)
Quick Win Framework (30/60/90 with KPIs + touchpoints)
Early results and ongoing engagement.
Roles & Responsibilities Matrix
Clear ownership and accountability.
Meeting Prep & Recap Templates
Ensure professional, action-driven team communication.
Proactive Check-In & Progress Report Templates
Keep clients engaged.
Roadblocks & Pushback Playbook
Confidently tackle client objections.
Client Retention
(Ongoing Success)
Quarterly Business Review Framework
Strengthen retention and renewals.
Client Win Log & Health Tracker
Track success and spot risks early.
Feedback, Testimonial & Referral Templates
Turn great delivery into revenue.
Client Retention Radar (Pain Point & Churn Indicator Guide)
Stay ahead of client churn.
FREQUENTLY ASKED QUESTIONS
How is this different from buying templates or a course?
This isn’t generic. We customize everything to your digital agency’s tone, services, and team structure — and then guide you through how to roll it out with confidence.
Do I need a certain platform for this to work?
No! The Client Success Accelerator is platform-agnostic and can be adapted to ClickUp, Asana, Monday.com, spreadsheets, or even simple email and Slack workflows.
How much time will this take from me?
About 3–4 hours total: to complete the intake form, review your tone preview, and attend the calls. We handle the heavy lifting.
Will this help with current clients or just new clients?
Both! The system is designed to improve onboarding and proactively manage existing client relationships, increasing retention and referrals.
Can I get help implementing if I need more support?
Absolutely. After the delivery, you can choose to engage with us for hands-on implementation (Spec-Ops) or long-term operational support (embedded Ops Manager).
What if I’m not happy with the first draft?
That’s why we do the tone + messaging preview first — to lock in your brand’s voice. You’ll have opportunities to give feedback before the full build.
Ready to fix the gaps and take client experience off your plate?
Only 5 Spots Currently Available:
