Is Your Client Services Team Built to Scale?
As agencies grow, the client services function often becomes the pressure point. Founders tell us it’s where cracks show first: onboarding is inconsistent, account managers wear too many hats, and client retention feels reactive rather than strategic.
The truth is, great work alone doesn’t keep clients.
Retention, upsell, and long-term growth all hinge on how well your client services function is structured.
That’s why we created The Client Services Team Framework – a practical, no-fluff guide designed for agency leaders who want to run a sharper, more effective client services function.
Inside, you’ll learn how to:
Design a seamless onboarding process that builds client confidence from day one
Set up reporting and comms rhythms that keep clients informed (and impressed)
Spot upsell and cross-sell opportunities without being “salesy”
Structure your CS team with clear roles, PDPs, and career pathways
Build processes that drive both retention and growth
Download the full eBook
Access the complete framework by filling out the short form below. It’s completely free — and could be the most valuable 30 minutes you invest in your client services team this year.
