The Complete Agency Onboarding Process | Office Hours With Mike Cooch

In this Office Hours, Mike Cooch delivers the blueprint for bulletproof client onboarding that keeps customers for years. He reveals why most agencies lose clients during setup and shares his approach for pushing prospects through the activation process without losing them to "I'm too busy" excuses. Mike also tackles the psychology of money, the assets vs. automation business model, and why high-touch onboarding is your secret weapon for long-term success. Plus, he breaks down startup fees, AI strategies, and the mindset shifts that separate struggling service providers from thriving agency owners. 00:04 - Welcome to Office Hours 05:26 - Technical funnels and HighLevel setup challenges 10:09 - Generic onboarding videos vs custom approaches 15:05 - Assets and automation vs time and talent model 21:12 - The psychology of money and service mentality 30:11 - Comprehensive agency strategy session 37:15 - The complete onboarding process breakdown 44:37 - Superhuman's high-touch onboarding standard 46:55 - Startup fees and pricing strategies 55:00 - Cold calling scripts and sales techniques 1:01:02 - Customer psychology and quarterly payment plans 1:04:10 - AI automation as front-end service offerings 1:08:34 - Photography business pricing strategy 1:16:13 - Smart websites and AI integration strategies 1:22:46 - Setting service boundaries and expectations 1:26:37 - Final thoughts WHAT IS OFFICE HOURS? Office Hours are free calls for early-stage entrepreneurs—held weekly—with no agenda other than trying to help you with any questions you have about starting or growing your business! Click here to join our free community of thousands of entrepreneurs and register for future Office Hours calls: https://labspecial.com/office-hours WHO IS MIKE COOCH? Mike Cooch has founded successful, seven-figure businesses in technology services, agency services, publishing, and e-commerce (and flopped on a variety of attempts as well…keepin’ it real!). His businesses have been named to the INC Magazine List of Fastest-Growing Companies three years in a row and were also nominated as the Best Places to Work in their respective cities. He has an MBA from Babson College (the #1 ranked entrepreneurship school in the world 25+ years running—go Beavers!), where he has been a regular guest lecturer on the topic of ‘Managing a Rapidly Growing Business’ and a BS in Finance from Colorado State University. He has three children, is an avid skier, hiker and traveler, and is loving life in his adopted hometown of San Diego. His mission is to help other entrepreneurs build businesses that give them more freedom, more money, and more impact. RESOURCES 🟢 To learn more about his thoughts on HighLevel—what Mike believes is the #1 tool for Digital Agencies to use to deliver scalable, profitable services—and get a FREE TRIAL to the software, visit: https://servicesthatscale.com/highlevel 🟢 To learn more about Mike's HUGE HighLevel bonus package, visit https://servicesthatscale.com/highlevelbonus 🟢 To get more information on how to start a digital marketing agency using the Services That Scale strategies, visit https://servicesthatscale.com/start 🟢 To learn the 14 automated, high-margin digital marketing agency services that Mike likes best, visit https://servicesthatscale.com/14services 🟢 To register for FREE Q&A calls with Mike Cooch, join our community at https://labspecial.com/office-hours 🟢 Get FREE access to Mike's course on the 7 key strategies he's used to start and scale Agencies to multiple seven figures in revenue at https://servicesthatscale.com/growfaster STAY IN TOUCH! 🙌 Subscribe to my YouTube Channel! Facebook: https://www.facebook.com/groups/getlvrg/ Twitter: https://twitter.com/mcooch Instagram: https://www.instagram.com/mike_cooch/ LinkedIn: https://www.linkedin.com/in/mikecooch/ Visit https://servicesthatscale.com for strategies to scale your digital marketing agency, freelance, or consulting business quickly and profitably. Visit https://lvrg.com to discover growth strategies for online lifestyle entrepreneurs who want more freedom, more money, and more impact.