Designed a 30-day post-signing onboarding sequence for a...

Identified the sales-to-AM handoff as the agency-specific remorse driver and built the sequence around a visible baton-pass: closer sends the 24-hour personal video and warm AM intro, attends kickoff, and returns at day 30; AM runs a templated weekly cadence; referral ask timed to the day-30 recap.

Outcome: success. Identified the sales-to-AM handoff as the agency-specific remorse driver and built the sequence around a visible baton-pass: closer sends the 24-hour personal video and warm AM intro, attends kickoff,

Applies when: Designed a 30-day post-signing onboarding sequence for a multi-rep dental marketing agency (sales reps closing, account managers delivering) to prevent buyer's remorse. Key insight: at agency scale th