Here are the 3 steps I took: (copy me) ⭐Step 1: Land Premium Clients Using Loom Video Audits Most agencies send cookie-cutter cold emails that get ignored. Instead, you’re going to stand out with personalized video audits. Send a teaser email first. Don’t include the video upfront, ask if they’d like to see it. Example: “I noticed a few things on your website that could improve your conversion rate. Would you like me to record a quick video showing what I found?” When they say yes, record a 2–3 minute Loom video. - Pull up their website or social media. - Describe 2–3 specific improvements they could make. - End with a call to action (e.g., “Let’s hop on a quick call to discuss implementing these changes.”). ⭐Step 2: Keep Clients Longer with Better Onboarding and Reporting Churn is a major issue for agencies. Loom solves this by helping you deliver clarity and value from day one. 1) Create a video onboarding library. Record a walkthrough of your entire process: buying domains, setting up DNS records, warming up email accounts, crafting cold email copy, etc. Send these videos to clients as soon as they sign up. 2) Replace PDF reports with video updates. For monthly or bi-weekly updates, record a 5-minute video walking clients through their results. Show what’s working, what’s being tested, and what’s next. Pro Tip: Make video updates mandatory for your team if there’s no scheduled client call that week. This personal touch will drastically reduce churn. ⭐Step 3: Scale Beyond Yourself with Video SOPs Most agencies rely on written SOPs, which are easy to misinterpret. Instead, use Loom to create video SOPs for every core process in your agency. 1) Record step-by-step videos for tasks. (Examples: Buying domains, setting up DNS records, writing cold email copy, managing replies, etc.) - Include detailed walkthroughs so nothing is left to interpretation. 2) Store videos - Use tools like Notion to organize your Loom videos. Pro Tip: Loom’s AI feature can generate written instructions from your videos, giving you both video and text-based SOPs.