The Ultimate Customer Journey at Wingmen Agency:
An Inside Look
Unlock Your Business Potential with Wingmen Agency, where we specialize in strategic lead generation and sales outsourcing that propels your business to new heights. From the moment you embark on this journey with us, we ensure a transparent, structured, and results-driven experience. Whether you’re exploring our Entrepreneurial School at Wingmen Consulting or leveraging the robust services of Wingmen Agency, we’re committed to your success every step of the way. This article provides an inside look at the customer journey at Wingmen Agency, highlighting the key stages and insights that define our unique approach.
Dual Offerings: Wingmen Consulting vs. Wingmen Agency – Which Path is Right for You?
At Wingmen, we offer two tailored services to meet diverse client needs:
Onboarding Clients with Precision: The GROW Framework
Your journey at Wingmen Agency starts before you sign the contract. We take a comprehensive approach to understand your needs and set realistic expectations. Our onboarding process is meticulously structured around the GROW framework – Goal, Reality, Options, and Will -ensuring that your goals are well-defined, achievable, and supported by actionable steps.
Goal Setting – Crystalizing Your Business Vision
We begin by understanding your core objectives. What do you aim to achieve by working with us? We define success together, focusing on why these goals matter to your business.
Reality Check – Grounding Ambitions in Current Capabilities
Next, we assess your current business situation. This stage is crucial as we align your ambitions with your current reality. We analyze the steps you’ve already taken, the challenges you’re facing, and the resources at your disposal.
Exploring Options – Strategizing for Success
We then explore a variety of strategies to help you achieve your goals. This includes evaluating what has worked in the past and brainstorming innovative solutions that you may not have considered.
Will and Commitment – Your Path to Progress
Finally, we solidify your commitment to the action steps that will propel you towards your goals. We discuss how to measure progress, overcome obstacles, and maintain accountability throughout the journey.
A Detailed Breakdown of the Customer Journey at Wingmen Agency
1. Initial Consultation and Competitive Analysis
Your journey begins with an in-depth initial consultation where our sales engineer evaluates your project based on the BANT framework—Budget, Authority, Needs, and Timeline. During this phase, we conduct thorough competitor research and strategy development to understand your market better and avoid potential pitfalls.
2. Mapping Out Deliverables and Action Plans
During the sales process, we map out the deliverables and action items tailored to your specific needs. Transparency is paramount—we ensure you know exactly what services we provide and what’s included from the start.
3. Contract Signing and Onboarding Fee
Once you decide to partner with us, we finalize the contract, detailing the deliverables and timeline. After the contract is signed, a prepaid invoice for the onboarding fee is sent, covering the initial setup process. The retainer fee kicks in once your project officially launches.
4. Welcome Package: Setting the Stage for Success
Upon payment, you’ll receive a comprehensive welcome package that includes:
- A detailed outline of your customer journey with Wingmen.
- A clear description of our Satisfaction Guarantee and Terms and Conditions.
- An overview of the deliverables, timeline, and expectations.
- A personalized email from your Customer Success Manager inviting you to schedule an onboarding call, complete with a Calendly link.
- A summary of the objectives and key results for the onboarding call, including preparation tips.
5. The Onboarding Call: Your Gateway to Success
The onboarding call is a crucial step where you’ll connect with your Customer Success Manager—your primary point of contact throughout the project. During this call, we’ll cover:
- An introduction to the customer journey, deliverables, and timeline.
- Roles, responsibilities, and duties of both parties.
- An in-depth overview of the GROW framework and the development of your Flight Plan.
- Available support resources and next steps.
6. Developing Your Custom Flight Plan
During the onboarding call, we’ll delve deeper into the GROW framework to craft your personalized Flight Plan:
- Goal: What do you aim to achieve by the end of our collaboration?
- Reality: What’s your current status and what steps have you already taken?
- Options: What strategies and support are available?
- Will: What actions will you take, and how will we measure progress?
7. Weekly Updates and Transparent Communication
When you partner with Wingmen Agency, you’ll receive weekly updates to keep you informed about our progress. We believe in transparent communication, making you feel like you’re working with an in-house employee.
Each update includes:
- A brief introduction and purpose of the update.
- A summary of what we’ve done, what we’re doing, and next steps.
- An invitation for questions or feedback, including contact details for your Account Manager and Customer Success Manager.
8. Monthly Customer Reviews: Staying Aligned and On Track
In addition to weekly updates, we provide 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.
We follow up with a detailed meeting summary and action items within 24 hours to ensure clarity and accountability.
Client Role: Active Participation vs. Done-for-You Services
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 Wingmen Consulting services are more affordable, they demand 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 maintaining clear communication, providing necessary information promptly, and staying engaged with our updates and reviews.
Proactive Communication: Your Feedback Drives Our Success
We pride ourselves on 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 better meet your needs, enhancing your overall experience.
Custom Flight Plan Development: Your Roadmap to Success
Each client receives a custom Flight Plan tailored to their specific goals and circumstances. Developed during the onboarding process, this plan serves as a roadmap for your journey with us, outlining clear objectives, action steps, and milestones to keep everyone aligned and focused on achieving the desired outcomes.
Conclusion: Your Success is Our Mission
The customer journey at Wingmen Agency is meticulously designed to ensure your success. From the initial consultation and competitor research to the development of 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 Wingmen difference. Stay ahead, stay ready.
