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The Right Way to Onboard Your Agency Clients

On this episode of The WP Minute+ podcast, Matt Medeiros welcomes LaunchBay co-founder Sam Chlebowski. They discuss the evolution of agency models, the importance of finding a niche, and how LaunchBay serves as a client onboarding automation platform. They also explore the challenges agencies face in a competitive market, the significance of standardization versus productization, and the role of effective onboarding in agency success. Sam shares insights on the importance of community and expertise, as well as the need for visibility in project management. You’ll also find a live demo of LaunchBay’s features. Chapters: 00:00 Introduction to Sam Chlebowski and LaunchBay 03:05 The Evolution of Agency Models 06:02 Finding Your Niche in a Competitive Market 09:03 The Importance of Community and Expertise 11:54 Standardization vs. Productization in Agencies 15:13 Understanding LaunchBay's Role in Onboarding 18:00 The Unique Features of LaunchBay 21:00 Feedback Mechanisms and Client Communication 24:08 Invoicing and Payment Integration 29:54 Eliminating Invoicing Friction 32:27 Navigating Agency Profitability Challenges 34:41 The Importance of Service-Based Business Focus 36:33 Expanding Beyond WordPress 37:10 LaunchBay's Features and Benefits 38:33 Client Communication and Collaboration 46:55 Streamlining Project Management 51:03 Leveraging AI for Efficiency