Franly Advice

Rebuilding Our White Label Agency Onboarding Process

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In this episode, Fran walks through the chaos behind the scenes of her white-label agency and exactly how she's fixing their onboarding process. No fluff, just the actual steps she's taking to remove herself from the bottleneck and set her team up for success before her Greece trip in May.

What We Cover:

  • Why the current onboarding process was a cluster (and how Fran's fixing it)
  • The 4-step email sequence that removes Fran from the process entirely
  • How to set up your VA team for success without awkward phone calls
  • The importance of feedback loops (for both clients AND team members)
  • White labeling 101: What it is and why Fran chose this route to grow

    • Key Takeaways:

    1. Welcome Email First - Introduce the VA (not yourself), list services, and include a form link
    2. Form Before Call - Get all the important details before scheduling to avoid awkward conversations
    3. Schedule the Call - Once the form is complete, send the scheduling link (within 12 hours)
    4. Introduce Leadership - Send an email introducing yourself as the escalation point with a booking link
    5. Follow Up in 4 Weeks - Send feedback forms to both client AND VA to identify process gaps

      6. Quotable Moments: "I don't operate well in the gray. Shout out to the Tism, but I was like, OK, there's a clear way to fix this."

      "My team was like, I could do that instead of you Fran. And I was like, okay, don't let me cry."

      "I'm team Fran's VAs like hands down, like they make me look good. What can I do to make them look great?"

      ...more
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      Franly AdviceBy Fran Moore