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How to Run the Best Discovery Meeting of Your Client’s Life

Andrew Dymski
Andrew Dymski I'm a Founder at ZenPilot where I help marketing agencies buy back time by developing the processes and systems they need to scale without reinventing the wheel for every client. I'm co-host of the Agency Journey podcast where each week we interview an agency owner, consultant, or author.

The first 30-90 days of a client relationship is the most important phase of the journey. It is your opportunity to put up or shut up as an agency.

It is the time when standards are set and expectations begin to be met.

When clients hire your agency, they’re looking for an expert who understands the situation and comes with a plan.

The processes that you utilize to collect information and content from your clients go a long way in reinforcing this feeling of security.

In this episode, Ben and Andrew discuss this phase and share tips you can implement to streamline your content collection process during the on-boarding phase.

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