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The Client Journey from Paying to Launching Their First Ad

By June 19th, 2023No Comments
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When it comes to the client journey, there are different approaches depending on whether you’re offering a SaaS or agency services. For a SaaS, the focus is on getting the client to that “aha” moment as quickly as possible. This means providing a seamless onboarding experience that enables the client to set up their account, customize their values, and input all necessary information for the software to work effectively. One effective approach is to provide an online course that walks them through the setup process step-by-step.

The key advantage of a SaaS is that it empowers the client to take control of their lead generation and marketing efforts. As opposed to paying a lead generation company thousands of dollars to do the same thing, a SaaS enables clients to cut out the middleman and put more of their dollars directly into generating leads. This means more bang for their buck and better results.

In contrast, an agency model is more of an ongoing support role that requires regular communication, ups and downs, and one-on-one calls. While agencies can be lucrative and quick to grow, they can also be challenging to manage. There are no guarantees in marketing, and there will always be unhappy clients or negative reviews.

SaaS is a more effective and manageable approach, particularly in a market where lead generation is a luxury service that many businesses can’t afford. However, he acknowledges that his success in building a SaaS product was built on lessons learned while growing his agency.

The lesson to be learned from this is that it’s important to understand the advantages and limitations of each model and choose the one that aligns with your business goals and values. Whether you’re offering a SaaS or agency services, the key to success is in providing a seamless onboarding experience that empowers your clients to take control of their marketing efforts. This means providing effective tools, resources, and support that enable them to achieve their goals, and constantly iterating based on their feedback and needs. By focusing on the client journey from paying to launching their first ad, you can build a loyal client base that trusts and values your services.