How We Onboard Clients FAST & Drive DTC Results from Day 1: Bread Loaf Agency

Thinking about working with Bread Loaf? Before you sign on, see exactly how we onboard new clients and set them up for fast wins and long-term success.

In this video, our founder breaks down the entire Bread Loaf onboarding process — from proposal to kickoff to execution. Whether you're a fast-growing DTC brand, a CPG startup, or an outdoor lifestyle company, this is the proven system we’ve built to turn new engagements into revenue-driving partnerships.

🔍 What we cover:

Strategic proposals that aren’t just pitch decks

Clear scopes of work, budgets, and timelines

How project-based vs. retainer engagements work

Our kickoff process & communication cadence

The tools we use (why we love Basecamp 💻)

Why our system eliminates confusion and drives momentum

The 4 core services Bread Loaf delivers (Retention, Media Buying, CRO, Creative)

🧠 This is for brands ready to scale with a serious lifecycle marketing, media buying, and creative execution partner. We've worked with top DTC brands and have been doing this for 9+ years.

✅ Elevate your brand’s Email & SMS marketing: https://breadloaf.typeform.com/to/rotiGDm7?typeform-source=www.youtube.com 

🚀 Discuss your growth strategy: https://calendly.com/markmilutin/retention-audit-kick-off?month=2025-02