How To Automate Your Agency Onboarding Process | Step By Step Tutorial

Apply To Join Agency U 👉: http://offer.agencyu.co/application-y... Yo - I’m Austin Schneider and I’m the co-founder of Agency U. We help agencies go from operators to orchestrators, from hustlers to CEO’s, using a clearly defined roadmap that we used to scale to 200k/mo. We’re on a mission to help agencies scale, without burning out, creating a job for themselves or hating their business. We do this through high accountability, 1:1’s (because that’s what actually works), modules, community and unmatched support. Here’s how I got here: 16 yrs old: Got evicted from our apartment and my brother was addicted to drugs. 17 yrs old: Thought I was going to work construction or become a police officer (seeking comfort). 19 yrs old: Worked 2 jobs while paying for school. 20 yrs old: Met my first mentor who also had a similar story to me, YET founded $400M+ company. He told me “I think you’re capable of more than you think you are.” This opened my eyes. 21 yrs old: Started my first 100% commission sales job, made 6 figures first year. 24 yrs old: Quit job to start in real estate. Lived in a friends spare room. 25 yrs old: Scaled real estate business to multiple 6 figures through social media. 26 yrs old: People kept asking me for help, so I did. This is where my agency journey started. 27 yrs old: Quit real estate, but was a bogged down glorified freelancer. Broke up with girlfriend, wasn’t present. 28 yrs old: Got mentor and built a solid offer, sales system and fulfillment system. We doubled our agency. 29 yrs old: Hit our first seven figures and got a studio in the middle of a pandemic. 30 yrs old: We doubled our agency, worked with 100+ clients, consistently hit 6 figures per month, doubled our studio space and worked with billion dollar brands. 31 yrs old: Hired a CEO at Agency and launched Agency U with co-founder in hopes to replicate these systems inside of other agencies. Today: We’ve helped over 200 agencies build their agency like a business through 1:1’s, high accountability, copy and paste sales and fulfillment systems and done for you implementation that’s been battle tested with millions of dollars of fulfillment. Outside of work, I’m also passionate about endurance sports (Ultra running, Ironman, cycling), spending time with my wife and staying active in San Diego. Pumped to meet you and thanks for consuming ✊ 0:00 – Why Most Agencies Lose Clients After the Sale 0:37 – The Hidden Stress of Scaling Without Onboarding 1:12 – Why Nobody Talks About This (But Should) 1:53 – The One-Form System That Runs Everything 2:26 – The “Can You Handle 20 Clients?” Reality Check 3:03 – How Bad Onboarding Quietly Kills Retention 3:42 – The Simple Stack Behind This Automation System 4:18 – Why You Should NEVER Start With a Call 4:49 – The One Trigger That Starts the Entire Process 5:26 – How Contracts Send Themselves Automatically 6:57 – The Placeholder Trick That Saves Hours 8:10 – The Welcome Email That Builds Instant Trust 9:19 – The Automation That Removes All Manual Work 10:03 – The Onboarding Form That Sets Everything Up 11:23 – The 24-Hour Rule That Keeps Clients Moving 12:47 – Why the Onboarding Call Comes Last 13:18 – The “Bite-Sized” Trick That Clients Actually Follow 13:53 – How to Make Clients Book Without Chasing Them 14:43 – The Final Step That Completes Onboarding DISCLAIMER: I make YouTube videos to make money. There are a lot of “coaches” and “claims” on social media and hard to cut through the clutter. I post these to build trust with agencies through value and experience. And if they’re awesome and see the value and need help - we work together.