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FEATURED WEBINAR
Solving the Biggest Challenges for Small & Mid-Size Agencies
Date & Time: 4/22/2025 @ 1:00 CST
The marketing agency landscape is evolving, and small to mid-sized agencies face four critical challenges:
- Client Acquisition & Retention – Cutting through the noise to attract and keep clients is tougher than ever.
- Managing Client Expectations – Balancing ambitious goals with realistic outcomes while keeping clients engaged.
- Standing Out in a Crowded Market – Establishing a distinct brand that sets your agency apart.
- Scaling Revenue Efficiently – Expanding without compromising service quality or efficiency.
What if one platform could solve all these challenges—offering proven processes, engagement playbooks, and automated prospect/client journeys?
Join us for this Engage webinar, designed for marketing, ad, and digital agencies. Learn the strategies and tools you need to master sales, client retention, and cross-selling in today’s competitive market!
Date & Time: 4/22/2025 @ 1:00 CST
Reserve your spot now in the form below —
Can't make it? Register and we will send you the recording!
NEXT WEBINAR
Ensuring Client Onboarding Success – Even When You’re Not in the Room
Date & Time: 5/15/2025 @ 1:00 CST
Most onboarding tasks happen without your direct involvement, yet the success of the process defines long-term customer satisfaction, retention, and expansion. With different onboarding models requiring varying levels of client participation, how do you ensure smooth execution, manage risk, and maintain visibility?
What we will cover:
1. Introduction & The Client Onboarding Challenge
- Why onboarding success is critical for long-term client value
- The hidden risks when onboarding happens without direct oversight
2. Understanding the Three Types of Onboarding Scenarios
- Self-Service: 70-90% of setup is handled by the customer (e.g., CRM, marketing automation, or project management tools with guided onboarding)
- Mid-Market B2B Solutions: 40-70% of setup is done by the customer, with vendor support for integrations and best practices
- Enterprise Software & Complex Implementations: 10-40% is handled by the customer, while the vendor provides hands-on configuration, training, and customization
- Which category do you fall into? Or do you have a blend?
3. The 1% Rule: Tracking Progress & Managing Risk
- Every task you ask the customer to complete introduces risk—how do you monitor it?
- Strategies to measure progress, engagement, and potential roadblocks
- Common gaps that lead to onboarding failures
4. How Engage Ensures Onboarding Success
- How real-world teams use Engage to streamline onboarding and improve client retention and reduce risk
Date & Time: 5/15/2025 @ 1:00 CST
Join us as we explore how consulting and onboarding teams can use Engage to drive successful client onboarding through centralized workspaces, mutual plans, intent tracking, task management, and more.