We Stole the Service Delivery Process from a 100-client Lead Gen Agency. It’s all Yours

So you’ve signed the new client. What do you do now?

This guide shows the exact operations and playbook our colleague Noah used to manage the ops and delivery for over 100 accounts.

Noah had an agency called KOAH Digital, it was a LinkedIn lead generation agency. This means Noah used LinkedIn outreach to generate leads for his clients.

So, all the operations we will break down are based on LinkedIn outreach, but don’t let you discourage this.

If you’re, for example, generating leads for your clients through cold email, just tweak some relevant parts to LinkedIn only, and you’ll still have a winning SOP for ensuring you get the best results for your clients.

Now, let’s break down the machine behind handling hundreds of lead generation clients.

Mapping out your client journey

To have everyone in the team aligned, you must map out the client journey. 

There are two crucial parts of delivering lead generation services:

1. Pre-production campaign setup and activation phase

2. Post-production campaign setup and activation phase

Noah, with his agency KOAH Digital, mapped out his entire client journey this way:

(If you didn’t already, subscribe for free below to access the rest of this value-bomb article)