Onboarding Experience

• Send a personalized welcome email, introducing the client to their dedicated partnership manager.
• Provide an in-depth digital welcome kit that includes a roadmap of the JV partnership process.
• Hold a 1-on-1 kickoff call to answer any questions and set expectations for the partnership.

Communication Cadence

• Conduct monthly strategy calls to review progress and plan for the next steps.
• Send personalized weekly email updates detailing accomplishments and action items.
• Utilize Hubspot for quick responses and real-time communication.

Client Education

• Regularly publish informative blog articles and how-to guides on LeanMarketing.com.
• Provide access to an extensive library of marketing webinars and training materials.
• Offer Q&A sessions with experts to address complex marketing topics.

Personalized Touches

• Celebrate partners' business milestones by sending congratulatory messages or small, memory-marking items.
• Remember client birthdays or company anniversaries, and send them a personalized greeting.
• Distribute congratulatory emails after successful marketing campaigns.

Visuals and Documentation

• Showcase 'before and after' case studies that demonstrate the effectiveness of the partnership.
• Generate detailed reports on marketing programs and their impact on client business growth.
• Use digital dashboards for tracking joint venture progress in real-time.

Feedback and Proactive Support

• Send quarterly surveys to gather feedback and suggestions.
• Deploy a dedicated support chatbot on LeanMarketing.com for 24/7 assistance.
• Receive proactive alerts from Hubspot about potential issues with partner accounts.

Guarantee or Promise

• Offer a 100% satisfaction guarantee, promising to deliver on KPIs as per the partnership agreement.
• Promise "No Impact, No Pay" - If clients don't see a positive impact on their business, they owe nothing.

Operational Excellence

• Maintain flexible scheduling for calls and meetings, allowing partners to choose according to their convenience.
• Ensure all partnership manager communications are clear, timely, and professionally presented.
• Uphold a rule of providing responses to all client queries within 24 hours.

Renewals & Contracts

• Develop a renewal campaign to encourage existing customers to renew their contracts annually.
• Provide a discount incentive for customers who sign up for annual instead of monthly contracts.

Upsells & Cross-Sells

• Introduce coaching programs, mastermind sessions, or advanced analytics tools as an upgrade.
• Cross-sell related services like social media management and content creation.

Bundling & Packaging

• Create bundled or all-in-one packages that include AI tools, coaching sessions, and mastermind meetups.
• Offer tiered packages with incremental value additions at each level.

Loyalty & Retention Programs

• Develop a referral program that rewards customers for bringing in new clients.
• Create a loyalty system where customers earn points or rewards for long-term engagement.

Custom Services and Personalization

• Offer premium tiers for white-glove, personalized consultation services.
• Introduce advanced personalization features in AI tools for premium customers.

Pricing Strategy

• Incentivize long-term commitment with discounts for annual packages.
• Maintain value-based pricing by proving the ROI to the customers.
• Keep an eye on competitors’ strategies and alter pricing if necessary to remain competitive.

Customer Data and Insights

• Leverage Hubspot CRM to track client engagement, behaviour and preferences for personalized services.
• Use data insights to identify churn risk and intervene before loss of customer.

Referral Incentives

• Offer a 10% service discount to the referee.
• Give a 5% cash incentive or a flat rate for a successful referral to the referrer.

Shareable Assets

• Create easy-to-share social media posts and graphics about referral benefits.
• Design digital referral cards.
• Develop a referral landing page for easy sign-up and tracking.

Timing and Triggers

• Send referral requests to clients immediately after successfully completing a marketing plan.
• Automate email reminders for referrals every quarter.

Client Success Stories

• Feature client success stories on the website and social media to inspire referrals.
• Use positive testimonials in invites for referrals.

Referral Contests

• Launch quarterly referral contests with additional rewards for top referrers.

Partner or Affiliate Programs

• Develop a JV partner program with a dedicated portal for tracking and resources.

Thank-You Experience

• Send thank-you notes to top referrers.
• Showcase top referrers on the website and social media.
• Surprise top referrers with premium rewards (custom merchandise, higher service discounts).