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How to Onboard Social Media Manager Clients: Step-By-Step Blueprint!

How to Onboard Social Media Manager Clients: STEP BY STEP Blueprint
Learn my ultimate step-by-step guide to onboarding social media marketing clients like a pro! In this video, you'll discover the essential social media manager tips for gathering important information and setting up a streamlined workspace using ClickUp. I also cover the process of organizing your client's social accounts with management tools like Agorapulse. As a SMM, it's vital to create an easy-to-follow social media onboarding experience that sets the stage for long-lasting client relationships. By following this breakdown, you'll become more organized and efficient in your social media client management agency. So, if you're ready to elevate your social media marketing business and impress clients with a flawless onboarding process, this video is for you! Don't miss out on this opportunity to learn the best practices for social media managers looking to grow and thrive.
#socialmediamanager #socialmediamanagement #socialmediamarketing
✨ FREE SMM DOWNLOADS✨
→ Grab my FREE roadmap to becoming a 6-Figure Social Media Manager! A step-by-step blueprint to building a powerhouse Social Media Agency! bit.ly/3T6xsFm
→ My FREE Editable Social Media Manager Portfolio Template: pensight.com/x/miloupietersz/...
👉 Get my exact custom ClickUp Content Calendar Tempalate for $5.99 here: pensight.com/x/miloupietersz
⏱️ TIMESTAMPS⏱️
00:00 Onboarding Social Media Clients 101
00:57 How Long is My Onboarding Process?
01:59 Client Onboarding Part 1
03:52 Client Onboarding Part 2
05:57 Client Onboarding Part 3
08:18 Client Onboarding Payment Hack
❤️FOLLOW ME/GET IN TOUCH❤️
Hey it's Mil! I help social media managers grow from 0 to 6 figures!
Questions? Shoot me an email at hello@simplymediadvertising.com
INSTAGRAM: / miloupietersz
TIKTOK / miloupietersz
LINKEDIN www.linkedin.com/in/miloupietersz
--TOOLS I RECOMMEND--
→ INVOICING + SCHEDULING: www.honeybook.com/invites?cod... GET 50% OFF HONEYBOOK 🔥
→ SCHEDULING/STATS TOOL: www.agorapulse.com?via=milou90 AgoraPulse offers an efficient social media scheduling feature and provides insightful performance reports for your social media accounts.
→ BOOKINGS: calendly.com/ for easy scheduling and gives you a professional edge!
→ NETWORKING: eventbrite.com to find local business events near you!
🔥 Get My Tweet Vault Template: pensight.com/x/simplymediadve...
--DISCLAIMER--
(I receive a small commission on some of the links provided. It is no extra cost to you and helps support my fry addiction! If you know...you know.😬🍟)
This video was all about how to onboard clients as a social media manager.

Пікірлер: 66

  • @miloupietersz
    @miloupietersz9 ай бұрын

    → Get ALL my agency resources + templates in ONE bundle: pensight.com/x/miloupietersz The Thriving Social Media Manager ✨

  • @user-kg6kc6rp3c
    @user-kg6kc6rp3c4 ай бұрын

    What have i been doing all this while, that I haven't come accross your YT channel?!! Lots of value from your channel ma'am God bless you

  • @nketlwane_m7675
    @nketlwane_m76756 ай бұрын

    Oh how grateful am I right now, your content is so organized and straight to the point. I am a beginner but the amount of confidence I have right now 😩😩. You are really an expert in your field 👌💕

  • @miloupietersz

    @miloupietersz

    6 ай бұрын

    Let’s go!

  • @ThomasGrantMacDonald
    @ThomasGrantMacDonald9 ай бұрын

    I just picked up two new social media marketing clients yesterday and am considering how to improve my onboarding process - the information in this video is GOLD! Very concise, heaps of value here, excellent delivery. Thank you Milou! Subscribed!

  • @miloupietersz

    @miloupietersz

    9 ай бұрын

    Congrats! That’s huge! You got this 🔥

  • @ThomasGrantMacDonald

    @ThomasGrantMacDonald

    9 ай бұрын

    @@miloupietersz Thanks Milou, loving your channel. In the last week I've picked up three new clients - it's happening! Would you be interested at all in a guest appearance on my business podcast? I would love to ask a lot of noob questions about starting a social media agency.

  • @superbvajhuvina
    @superbvajhuvina2 ай бұрын

    I really appreciate your tutorials, thank you!

  • @miloupietersz

    @miloupietersz

    2 ай бұрын

    I appreciate you watching more!

  • @KennethGeorge-zx2ct
    @KennethGeorge-zx2ct Жыл бұрын

    That's just awesome.

  • @miloupietersz

    @miloupietersz

    Жыл бұрын

    Thank you!

  • @jazzkelley
    @jazzkelley2 ай бұрын

    This was helpful, thank you.

  • @miloupietersz

    @miloupietersz

    2 ай бұрын

    You're welcome!

  • @upnormalpromotecreativity
    @upnormalpromotecreativity8 күн бұрын

    Big thanks

  • @miloupietersz

    @miloupietersz

    8 күн бұрын

    You're very welcome!

  • @Darksagan
    @Darksagan2 ай бұрын

    Great content subbed.

  • @miloupietersz

    @miloupietersz

    2 ай бұрын

    Thank you!

  • @pujamondal2560
    @pujamondal256020 күн бұрын

    This is the most insightful video I saw on KZread. I have been looking for answers all over the place and this video was so so informative. Thank you for sharing. I have a question as well. “In order to send contracts & invoices to clients as a beginner SMM, do I need to register myself as a freelancer or register a company? Also, do we have to take 50% of the payment on the day of onboarding and 50% on the last day of the month or the entire payment on the last day of the month? “ If you could answer these questions, it would be really helpful to get started. Thanks you once again for making such an insightful video❤

  • @miloupietersz

    @miloupietersz

    20 күн бұрын

    Yay im so glad! It depends where you’re located. In the US you don’t need to register to run a business you just need to pay tax, but eventually you will want to register as a single member LLC. I recommend billing 100% at the start of the month.

  • @pujamondal2560

    @pujamondal2560

    20 күн бұрын

    @@miloupietersz this was so helpful thank you so much for rewarding back.

  • @HimanshuSingh088
    @HimanshuSingh088 Жыл бұрын

    Hi, Your videos are very helpful for someone like me who wants to learn & become a freelance social media manager. Pietersz, can you please make a video on "How you add clients' Assets- their account, pixels, page in your Business manager. Step by step" it will be a great help.

  • @miloupietersz

    @miloupietersz

    Жыл бұрын

    Will take this into account!

  • @rigbychantia368
    @rigbychantia3689 ай бұрын

    Hi! Great video! How long is the onboarding call? Do you ever have more than 1 onboarding call? How do clients feel waiting 4-6 weeks before seeing content generation?

  • @miloupietersz

    @miloupietersz

    9 ай бұрын

    The onboarding call is 60 minutes. Just one call. The type of clients we attract have no problem (this is normal procedure when you work with an agency) for some reason there’s this whole rush of posting tomorrow but it requires research, strategic content planning, and full onboarding first. Usually getting assets of clients will take longer than they planned too ;)

  • @maureenchiamaka974
    @maureenchiamaka9742 ай бұрын

    You're a genius,😍😍 can i join your agency? I'm a social media manager with no expeeience

  • @hurdbsaggy6131
    @hurdbsaggy61318 ай бұрын

    You are the GOAT

  • @miloupietersz

    @miloupietersz

    8 ай бұрын

    No that’s all you 😂

  • @rukevweedokpa1461
    @rukevweedokpa146111 ай бұрын

    Thank you so much. These are very helpful insights. I have a question, do i also add the client to the CANVA workspace?

  • @miloupietersz

    @miloupietersz

    11 ай бұрын

    No, you don’t want to add clients to Canva. Just you and your team members. You will add the clients branding to Canva as a workspace, but the client won’t have access to raw designs

  • @rukevweedokpa1461

    @rukevweedokpa1461

    11 ай бұрын

    Oh, thank you for your swift response. I was worried about that as well. But clients can be added to the project management workspace, I guess

  • @miloupietersz

    @miloupietersz

    11 ай бұрын

    @@rukevweedokpa1461 yes exactly, for the approval process and things like that

  • @rukevweedokpa1461

    @rukevweedokpa1461

    11 ай бұрын

    Thank you. You've been so great

  • @miloupietersz

    @miloupietersz

    11 ай бұрын

    @@rukevweedokpa1461 ❤️ any time

  • @hunzaawan7178
    @hunzaawan71782 ай бұрын

    If client wants only instagram manager then how we can get access?

  • @jeypireyes
    @jeypireyes Жыл бұрын

    could you explain whay tool you use to create the onboarding questionnaire ? thank youuu :)

  • @miloupietersz

    @miloupietersz

    Жыл бұрын

    A custom form inside of ClickUo as well! In the client workspace

  • @rigbychantia368

    @rigbychantia368

    9 ай бұрын

    I was looking for this exact answer!

  • @zeepuggy__125
    @zeepuggy__12523 күн бұрын

    When you say gather their login credentials how do you do this? im trying to use a scheduler tool and i dont know how to ask my client for their credentials without asking for their password, there isnt a link either to send to the client?

  • @miloupietersz

    @miloupietersz

    23 күн бұрын

    We collect their login information in an intake form or they can share it on the onboarding call. We login tot heir account during the call because accounts have 2 Factor Authorization and they will get a text for a code. This has worked well for us

  • @movieclipfusion
    @movieclipfusion11 ай бұрын

    Pls do you have a questionnaire template available

  • @miloupietersz

    @miloupietersz

    11 ай бұрын

    You can purchase our exact onboarding questionnaire template for $9.99 here: pensight.com/x/miloupietersz/new-digital-item/80c0ef34-599e-419b-96bf-3a6a1b175864

  • @miloupietersz
    @miloupietersz Жыл бұрын

    Download my free roadmap to becoming a 6-figure social media manager here: bit.ly/3T6xsFm

  • @miloupietersz
    @miloupietersz10 ай бұрын

    You can purchase our exact agency onboarding questionnaire template for $9.99 here: pensight.com/x/miloupietersz/new-digital-item/80c0ef34-599e-419b-96bf-3a6a1b175864

  • @Jocolindres
    @Jocolindres5 ай бұрын

    Hello I have a potential client that I’m doing for free in exchange for a testimonial and was wondering how to go about this because i know it’s better to create content for the next month ahead of time before the first of the month and im not sure what to do

  • @Jocolindres

    @Jocolindres

    5 ай бұрын

    Should I wait till next month to help the client? How do I go about the creation of content ahead of time ready for the month?

  • @Fantasticfive2
    @Fantasticfive226 күн бұрын

    When do you get full payment ? It’s a bit confusing for me.

  • @miloupietersz

    @miloupietersz

    26 күн бұрын

    We only onboard clients on the 1st of each month. Their first payment is due when they sign the contract. From there on they get billed each month on the 1st.

  • @Fantasticfive2

    @Fantasticfive2

    26 күн бұрын

    @@miloupietersz okay I see. I wonder how do I get client to trust me. I’m still new and still building up this business. Thank you!

  • @miloupietersz

    @miloupietersz

    26 күн бұрын

    @@Fantasticfive2 build your portfolio, personal brand, and testimonials up and it will come with time and experience!

  • @jordana94
    @jordana94 Жыл бұрын

    Why can’t you just use the meta business suite instead to track the analytics and to reply to m?

  • @miloupietersz

    @miloupietersz

    Жыл бұрын

    You can, but the insights aren’t as great, but ro start out it’s ok

  • @Jocolindres
    @Jocolindres5 ай бұрын

    If someone wants to gain more clients where does that fall under the metrics?

  • @miloupietersz

    @miloupietersz

    5 ай бұрын

    If you do cold outreach on behalf of them through social media you can track traffic - calls booked - interest. Email list sign ups, CTR on promotional stories and posts. It really come down to traffic because we can’t be responsible for the conversion itself.

  • @Jocolindres

    @Jocolindres

    5 ай бұрын

    @@miloupietersz I don’t get it sorry

  • @Jocolindres
    @Jocolindres5 ай бұрын

    How can I get your onboarding questionnaire?

  • @miloupietersz

    @miloupietersz

    5 ай бұрын

    You can grab it here for $9 pensight.com/x/miloupietersz/new-digital-item/80c0ef34-599e-419b-96bf-3a6a1b175864

  • @Jocolindres

    @Jocolindres

    5 ай бұрын

    @@miloupietersz are you able to tell me what’s included in it?

  • @miloupietersz

    @miloupietersz

    5 ай бұрын

    @@Jocolindresthe exact onboarding questionnaire I use for my clients

  • @Jocolindres

    @Jocolindres

    5 ай бұрын

    @@miloupietersz is it editable?

  • @miloupietersz

    @miloupietersz

    5 ай бұрын

    Yes! Canva file

  • @jordana94
    @jordana94 Жыл бұрын

    Why do you need there address?

  • @miloupietersz

    @miloupietersz

    Жыл бұрын

    For the contract + welcome gift!

  • @nketlwane_m7675

    @nketlwane_m7675

    6 ай бұрын

    Great question hey @jordana94