My Exact SMMA Client Onboarding Process
📲 How To Onboard NEW SMMA Clients in 2021
In today's video, I dive into the SMMA onboarding process I use within my own agency, the Affluent Agency.
Onboarding is the time to address questions and concerns and ensure the client understands the services available.
It can also be the most time-consuming part of the relationship because you’re just getting to know your new client.
You’re learning about their products or services, goals, brand, and brand voice, not to mention requesting access to all of their social media accounts, logins, and tools they might already be using.
If your client onboarding process isn’t ironed out, there might be a lot of kinks in the process that can irritate your new client (and you) before you even start.
"The key is to set realistic customer expectations, and then not to just meet them, but to exceed them - preferably in unexpected and helpful ways." - Sir Richard Branson
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#onboardingprocess #onboardingclients #smma
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man i was stuck running against an invisible wall, this video has just lifted that wall up for me thank you so much!!
This video just came in the right time 🙏
Woah! This is just perfect and great timing! I've been redoing my SMMA systems and I'm now on my Onboarding process. Glad that you mention, client communication! I've been considering if I should use slack for client communication. You are so right about WhatsApp! I use this too with my current client and our communication is so much easier. Thank you for sharing so much value! 🖤🖤🖤
Bro i needed this! Thank you!
Perfecting timing Jordan! 😳
Wow! I was just about to onboard a client😅this is helpful Thanks Jordan!
needed this transparency👌ThanQ!
These are some really practical ways. Although I am not in a position where I can relate to this, but I am sure I am gonna need to use these tips in couple of years. Thanks for sharing sir ❤️
@bestetinosabiz
9 ай бұрын
hey man. How's your jorney?
This is honestly the best video I have seen on the specific process of signing and onboarding a client. As a young person who is starting an agency, I can say that this video has been the most beneficial and informative video I have seen. It has certainly boosted my understanding and knowledge of SMMA and hopefully I can use it to create a successful agency. Thanks Jordan 🙏
exactly what i need thanks jordan
Helpful, thanks brothaman.
@JordanPlatten
2 жыл бұрын
No problem!
Thank you Jordan, very helpful 🙏
@JordanPlatten
2 жыл бұрын
Glad it was helpful!
Very informative 🔥🔥
Found your channel and I’m hooked! Thank you for all you do and help 😊
@JordanPlatten
5 ай бұрын
Glad you're enjoying the content!
This is great info.
You are the best, thank you!
amazing value
Man you are a genius Wow
great video! thanks for sharing. I do something very similar!
@JordanPlatten
2 жыл бұрын
Thanks! That's great!
Quick question Jordan - if you use PandaDoc contract payment, how do you set up automatic recurring invoices/billing to the client?
Merci du partage moi aussi c'est cette agence que je lance
00:00 Onboarding clients is crucial for any service-based business 01:48 Make communication with clients easy and frictionless 03:28 Always take payment upfront to avoid unpaid work 05:12 Sending an onboarding email is crucial 06:50 We use Google Drive to collect content from clients. 08:31 Clear communication, regular updates, and overall strategy are key to our client approach. 10:05 Clear communication is key in the onboarding process 11:38 Building strong relationships with clients is key to success in service-based businesses. Thank you
@SuzetteKhiba
6 ай бұрын
Thank you
How does the client communication guide work? Thanks.
What a banger
What do you tell clients who don't know who their personas are? I run into this All the time. I usually end up analyzing their accounts to figure out basic persona characteristics.
If the clients Business manager isn't Verified, how do they get it? or do we as an Agency do it for them?
i've been using whatsapp rather than email for this exact reason
How did you learn what to say to help a business's manufacturing process in order to consult them on it?
Do you suggest business manager or meta business suite for Facebook and Instagram ads
So do we need to create whatsapp group for each client separately or one group where every client will be communicating? a bit confusing.
Hey, I'm wondering where to go to get the contracts created and are they dynamic to the customer? Secondly, can you point me to an example of the LOOM videos for the ad account walkthrough. thanks!
@Ikiramedia
11 ай бұрын
Hi, were you able to lay eyes on one of these Loom videos for the ad account walkthrough? I would also love to see.
I need the contract
Do you have a step by step video showing how to setup the google form, the loom videos and the google drive?
@lamarmurdock8107
2 жыл бұрын
Just KZread it
@dendimaster5528
Жыл бұрын
you found one?
@dendimaster5528
Жыл бұрын
@@lamarmurdock8107 any link please? #
@chitdigital7057
Жыл бұрын
@@dendimaster5528 not yet unfortunately
Hi there!! what is the name of the website you use to make the contracts?
@JordanPlatten
2 жыл бұрын
You can try PandaDoc, and there's a lot online :)
Where can I get the contracts can you do a walk through
@JordanPlatten
2 жыл бұрын
right now, there's a lot of sample contracts available online 👌
I usually do the "questionnaire" during our meeting. Is that wrong?
@JordanPlatten
2 жыл бұрын
Hey Daniel, nothing wrong with that dude, but this structure here is what has worked insanely well for me, which is why I recommend it.
Do you create a specific what’s app group for each client?
@JordanPlatten
2 жыл бұрын
Hey, yeah that’s exactly what we do!
@lspr5134
2 жыл бұрын
@@JordanPlatten Thank you :)
Whatsapp group is a great idea😅
I'have a suggestion, google have introduced a new chat feature in Gmail, we can easily make a chat room and join our team and clients, everyone don't have whatsapp but everyone have email.
@bruv43
Жыл бұрын
But not everyone, has Gmail.
If you have a media buyer do you put them in the whatsapp group as well or not?:)
@JordanPlatten
2 жыл бұрын
I guess if you know how it works and you can answer the concerns promptly and properly, no need to add other people on whatsapp group. But, it can also be beneficial to add them... first hand reporting👌
Need a contract for SMMA. Don't know where to get it.
@RaoulSharvin
Жыл бұрын
Joel Kaplan
Jordan what version of whats app do you use? Is it Whats app Bussines or API?
@tehgringe
3 жыл бұрын
I would suggest WA Business, the API is for much larger organisations where as Business is ideal for 1-1 customer comms. If you need more than one user/agent to access the account, then Business API is what you would then go for. Solo operator use Business.
@JordanPlatten
3 жыл бұрын
Just the standard WhatsApp app!
Does somebody have a template for a contract?
@dendimaster5528
Жыл бұрын
looking too
@Zeeshan460
Жыл бұрын
Lmk please