EP 27: Onboarding Clients for Mutual Success, with Sara Bacon

On this episode of THRIVE—sponsored by Workamajig—Kelly chats with Sara Bacon, CEO of Command C, an e-commerce and conversion optimization agency. They dive into the importance of proper onboarding for project success and share a few best practices, as well as discuss setting up a mutually respectful relationship between agency and client.

To go further in-depth, check out Command C’s Secret Sauce for Onboarding Clients.

Feedback always welcome! Questions for Kelly and/or guests? Want to suggest a guest or show topic? Cool. Just email kelly@klcampbell.com

Episode 27 Links

Command C: commandc.com/
Article: Command C’s Secret Sauce for Onboarding Clients
iTunes / Apple Podcasts: itunes.apple.com/us/podcast/thrive-the-agency-scaler-podcast/id1370205729
YouTube Channel: youtube.com/channel/UCboltXvff1KfeCHpQbY_8PA/
Vimeo Channel: vimeo.com/agencyscaler
Soundcloud: soundcloud.com/agencyscaler
Anchor, Google Play Music + PocketCasts: anchor.fm/agencyscaler
Archives + Show Notes: agencyscaler.com

Author: Kelly Campbell
Kelly Campbell is an Agency Growth Consultant based in New York. A former digital agency owner for 15 years, she helps creative and tech agencies transform—focusing on people, positioning, pipeline and profitability. Kelly is also an IA/SEO consultant to Facebook and NASA. She writes for Website Magazine, speaks at digital marketing and agency growth conferences across the U.S., and has been featured in The New York Times, Woman Entrepreneur and Forbes. She is the host of THRIVE: Your Agency Resource, a bi-weekly video podcast sponsored by Workamajig that helps agency owners navigate growth.


  • Hi Kelly,

    thank you so much for the podcast, was very useful info. You mentioned there might be some templates from command C that we could look at to better understand the detail involved – do you know where I can access this?

    thanks again

    • Hi Bridgette,

      Sara shared the tool that Command C uses to create templates specific to their process, which could be super helpful for you. It’s called Process, and the tool essentially allows you to create your own checklist workflows and then templatize them so that they can be replicated each time you go through the process.

      She also said she’d be happy to chat with you directly if you like.

      PS: I took a look at your agency’s site… seriously impressive work. Good on you!

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