Trey J Pride - Performance Creative Director

Most people think onboarding a client is just sending a welcome email and diving straight into work.

That’s the fastest way to burn relationships and waste money.

Here’s how I onboard my clients so they’re set up to hit $10K, $50K, even $100K/month:

Preparation matters. The moment payment clears, clients get a video walking them through the assets I’ll need… logins, branding, content access. This avoids confusion later.

Deep dive, not surface level. My onboarding calls run 90–120 minutes because I want to know their audience, their pain points, their unique mechanism, and their dream outcomes. Sometimes I even schedule a second call to go deeper.

Translate into content. I plug the call into my ChatGPT system which organizes their language into ad copy, hooks, and content ideas.

Follow what works. I research viral content in their niche, then put their unique twist on it. No need to reinvent the wheel… just sharpen it.

Present the plan. I bring it all back to the client in a clear roadmap so they know exactly what we’re building together.

Most agencies skip these steps… and that’s why their clients don’t stick.

follow @treyjpride for more tips or just book a call with us so we can onboard you the right way ;)