Description
How We Used to Lose Money by Onboarding the Wrong Clients
For years, we onboarded clients without a structured way to assess whether they were truly a good fit for our agency. We relied on gut instinct, enthusiasm, and a rough estimate of effort—only to find ourselves trapped in time-draining, low-profit engagements that stretched our team too thin.
We had no way to measure the real cost of onboarding a client at a granular level. Some clients required extensive hand-holding, multiple strategy revisions, and constant back-and-forth before we could even start delivering results. Others had unrealistic expectations, unclear goals, or internal bottlenecks that slowed down our process and drained our resources.
The result? We wasted countless hours on clients who weren’t aligned with our expertise, had unsustainable budgets, or demanded more than they were willing to invest. It hurt our profitability, strained our team, and left us with less time to focus on the clients who actually fuelled our agency’s growth.
That’s why we built this Client Fit & Onboarding Scorecard—a simple yet powerful tool to evaluate every potential client before we say “yes.” It helps us determine:
✔️ Whether they’re the right fit for our expertise and process
✔️ The actual cost in time and effort to onboard them properly
✔️ Whether the engagement will be profitable and sustainable
Now, we no longer guess—we know. And it’s transformed how we work, making our agency leaner, more profitable, and far less stressful
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