At Wingmen Agency, we aim to propel your business forward through strategic lead generation and sales outsourcing. As you embark on this journey with us, we strive to provide you with a transparent, structured, and results-driven experience. Whether you’re exploring our entrepreneurial school at Wingmen Consulting or diving into the robust services of Wingmen Agency, we’re here to ensure your success every step of the way. This blog article will walk you through a typical customer journey at Wingmen Agency, highlighting key stages and insights defining our unique approach.

Understanding Our Dual Offerings: Wingmen Consulting vs. Wingmen Agency

At Wingmen, we pride ourselves on offering two services tailored to meet different client needs. 

Wingmen Consulting is primarily a sales and entrepreneurial school. Here, we focus on learning, coaching, and mentoring products. Our goal is to equip you with the knowledge and skills necessary to excel in your business ventures and archive the ultimate entrepreneurial goal: Freedom. Wingmen Consulting offers structured programs to enhance your entrepreneurial acumen and sales expertise. 

Wingmen Agency, on the other hand, is a full-service lead generation and sales outsourcing agency. We operate as your “done for you” service provider, taking charge of executing sales strategies on your behalf. We focus on delivering results – so you receive more leads, deals, and revenue. While Wingmen Consulting empowers you with knowledge, Wingmen Agency delivers tangible outcomes through proactive execution.

Setting the Stage: Onboarding Clients with the GROW Framework

The customer journey at Wingmen Agency begins long before the first contract is signed. We take a comprehensive approach to understanding your needs and set realistic expectations. Our onboarding process is structured around the GROW framework—Goal, Reality, Options, and Will. This framework ensures that your goals are well-defined, achievable, and supported by actionable steps.

Goal Setting: 

We start by understanding what you aim to achieve through working with us. This involves identifying your long-term business goals, defining success, and clarifying why these goals are important to you and your business.

Reality Check:

Next, we assess your current situation. We examine where you stand concerning your goals, the steps you’ve already taken, the challenges you face, and the resources available. This is a very important stage, because when we set goals, we need to keep the reality and your current situation in mind.

Exploring Options: 

We then explore various strategies to achieve your goals. This includes identifying what has worked in the past, potential support systems, and creative solutions you may have yet to consider.

Will and Commitment:

Finally, we focus on your actions to move towards your goals. We discuss your level of commitment, potential obstacles, and how you’ll measure progress and stay accountable.

A Step-by-Step Process of the Customer Journey

1. Initial Consultation and Competitor Research

Your customer journey begins during the sales process, where our sales engineer evaluates your project’s Budget, Authority (what is the internal decision process, who drives the decision and who signs the contract?), Needs, and Timeline (BANT). During this phase, we conduct behind-the-scenes competitor research and strategy development to better understand your market and processes. This preparation helps us avoid failed projects and unrealistic expectations.

2. Mapping Out Deliverables and Action Items

During the sales phase, we map out the deliverables and action items we will execute on your behalf. Transparency is key—we want you to know exactly what services we provide and what’s included from the start.

3. Contract and Onboarding Fee

Once you decide to work with us, we send a contract outlining the deliverables and timeline. After signing the contract, we send a prepaid invoice for the setup fee, covering the onboarding process. The retainer fee begins once your project is officially launched.

4. Welcome Package

Upon payment, you’ll receive a welcome package containing:

– A detailed outline of the customer journey at Wingmen.

– A clear description of the “Satisfaction Guarantee” and “Terms and Conditions.”

– An overview of the deliverables, customer journey, and timeline.

– A personal email from your customer success manager inviting you to schedule an onboarding call, with a Calendly link included.

– A summary of the objectives and key results of the onboarding call and how to prepare for it.

5. The Onboarding Call

The onboarding call is crucial between you and your customer success manager, your primary contact throughout the project. During this call, we cover:

– An introduction to the customer journey, deliverables, and timeline.

– Roles, responsibilities, and duties of both parties.

– An overview of the GROW framework and developing your Flight Plan.

– Available support resources and the next steps.

6. Developing Your Flight Plan

During the onboarding call, we dive deeper into the GROW framework to develop your custom Flight Plan:

– Goal: What do you aim to achieve by the end of working with us?

– Reality: Your current status and steps taken towards your goals.

– Options: Possible strategies and support available.

– Will: Actions to take, commitment level, and progress measurement.

7. Weekly Briefings and Updates

If you choose to work with Wingmen Agency, we provide weekly updates to inform you about our progress. We want that you are aware of all steps taken and about our work, that you feel like you are working with an inhouse employee.

Each update includes:

– A brief introduction and purpose of the update.

– A summary of what we’ve done, what we’re doing, and the next steps.

– An invitation for questions or feedback and contact details for your account manager and customer success manager.

8. Monthly Customer Reviews

In addition to weekly updates, we offer monthly status update calls. These reviews cover:

– Progress and achievements of the past month.

– Metrics review and challenges discussion.

– Reassessment and adjustment of project timelines and deliverables.

– Addressing client feedback and questions.

After each review, we send a meeting summary and action items within 24 hours to ensure clarity and accountability.

Client Role and Responsibility: Self Responsibility vs. Done for You

At Wingmen Consulting, you engage actively with our learning and mentoring programs. You’re responsible for applying the knowledge and feedback you receive to your business. While the services at Wingmen Consulting are more affordable, they require a higher degree of personal initiative and commitment.

At Wingmen Agency, we handle the heavy lifting for you. Our services are designed to deliver results with minimal effort on your part. However, your role includes clear communication, promptly providing necessary information, and staying engaged with our updates and reviews.

Proactive Communication and Feedback

We take pride in our proactive communication with clients. Our commitment to timely and valuable feedback ensures you always feel heard and appreciated. This continuous dialogue allows us to adapt our services to meet your needs better, enhancing the overall client experience.

Custom Flight Plan Development

Clients receive a custom Flight Plan tailored to their specific goals and circumstances. This plan, developed during onboarding, serves as a roadmap for your journey with us. It outlines clear objectives, action steps, and milestones, ensuring everyone is aligned and focused on achieving the desired outcomes.

Conclusion

The customer journey at Wingmen Agency is meticulously designed to ensure your success. From the initial consultation and competitor research to developing a custom Flight Plan and proactive communication, every step is crafted to deliver results. Whether you’re part of Wingmen Consulting’s entrepreneurial school or leveraging Wingmen Agency’s full-service capabilities, we’re committed to providing you with an exceptional experience. Our dual offerings cater to different needs, empowering you with knowledge or driving immediate business results. 

Embark on this journey with us and experience the difference that Wingmen Agency can make for your business. Always stay ahead of ready.