Whether you are doing founder-led sales or have a sales representative on your team, you work hard to earn your client's trust in the sales process. How does that trust transfer to the team doing the day-to-day work?
The moment a contract is signed, your client's confidence is at its peak. A defined onboarding process keeps that momentum going. Make the kickoff call count by doing a personal introduction of each team member and sharing specifically why they are the best person in your client's corner. For example: "Sam has been with us for almost seven years. She is exceptionally responsive and has a great ability to stay organized even when a project has a lot of moving parts."
This way, your kickoff becomes an intentional moment that does two things at once: it deepens client confidence and empowers your team by showing them you believe in them. Remember, the first experience your client has on the inside is a foundation, and it often becomes a big part of the story they tell others about your business.
Orsolya (Orsi for short, but pronounced Orshie) Herbein is a Partner, Brand Strategist and Creative Problem Solver at Brand3, a full-service marketing agency with locations near Baltimore, MD and Seattle, WA. She combines her design background with strategic thinking to help businesses transform their marketing into successful growth engines.
As a founder of Brand3 in 2016, Orsi brings artistic vision and strategic clarity to her work with 5-star service organizations to help them rethink marketing through a signature Brand-First approach. This methodology fixes the most common cause of marketing failure by creating strategic alignment between brand messaging, visuals, and audience needs.
By ensuring clients develop their brand strategy before investing in marketing tactics, Orsi's team helps them eliminate obstacles to growth, generate qualified leads, and double revenue within three years.
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