New Client Onboarding Process | Freelance Social Media Manager

Тәжірибелік нұсқаулар және стиль

Sharing my new client onboarding process for social media management clients, plus my new resource with 20+ templates for your freelance social media management business! Get the Social Media Manager Toolbox: latashajames.com/social-media...
Get 50% off HoneyBook: share.honeybook.com/latasha
OTHER TOOLS MENTIONED IN THIS EPISODE:
and.co/
www.waveapps.com/
www.hellosign.com/
www.lastpass.com/
FREE social media manager starter kit: bit.ly/thesmmstarterkit
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» Monetize your product links with Skimlinks: go.skimlinks.com/?id=67873X151...
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☽ video is not sponsored.
#SocialMediaManager #Freelancer #Entrepreneur

Пікірлер: 104

  • @iamshellin_
    @iamshellin_2 жыл бұрын

    1. Have a contract. 2. Send an invoice. 3. Create a Client Questionnaire. 4. Get account access. 5. Give a clear scope and timeline. Thanks, Latasha! You always give valuable information. You are a blessing to aspiring SMMs!

  • @melodeendigaye
    @melodeendigaye3 жыл бұрын

    Can I just say that I REAAAALLY appreciate and value the content that you share!? I've never left your videos without learning something new, or being confirmed in the fact that I'm on the right path. Thank you for sharing

  • @thelatashajames

    @thelatashajames

    3 жыл бұрын

    Thank you so much for the kind words, Melodee! I needed that today 🤗

  • @shukriabdi4271

    @shukriabdi4271

    3 жыл бұрын

    I swear I could not agree more. I have an entire degree in PR but no one ever broke it down like this!! She really is doing God’s work

  • @geninebarnard3868

    @geninebarnard3868

    3 жыл бұрын

    Thank you as well! I am just starting out with SM management & your videos are helping me a lot :)

  • @Licaanswer123

    @Licaanswer123

    2 жыл бұрын

    agreed. I've learned a lot!

  • @leahsullivan5751
    @leahsullivan57513 жыл бұрын

    Your videos are always soooo packed with info! Thank you!

  • @desiree139
    @desiree1393 жыл бұрын

    Every time I watch your videos, I learn something new! Keep up the great content Latasha 👍🏽

  • @lindal6237
    @lindal62373 жыл бұрын

    You’re my fave!! Always come back to your videos. Thanks so much girl!

  • @ClarinetsForever223
    @ClarinetsForever2232 жыл бұрын

    This was PERFECT timing! Thank you.

  • @ilysorganic3058
    @ilysorganic30582 жыл бұрын

    Love your videos. As usual very helpful. Thank you

  • @euphonicdoll
    @euphonicdoll2 жыл бұрын

    I found your videos a few days ago and every time I come onto youtube I see a video of yours I need to watch. VALUABLE CONTENT. Thank you.

  • @happinessehis5730
    @happinessehis57303 жыл бұрын

    This is a whole masterclass. Thank you so much. Very helpful

  • @camillabrandao_ads
    @camillabrandao_ads3 жыл бұрын

    You provide such an amazing. content! Thank you!

  • @sashabriellle
    @sashabriellle2 жыл бұрын

    I am binge watching your videos and you are so thorough! You can just tell you are operating in your life purpose because teaching comes so naturally to you. Thank you for your content and information!

  • @zuzana.miraka
    @zuzana.miraka2 жыл бұрын

    thank you for sharing the step by step process. Always so helpful 🙏🏻

  • @KylaString
    @KylaString6 ай бұрын

    Thank you for being so generous with your knowledge and tips!! Super helpful as I start out.

  • @emilytewater6970
    @emilytewater69703 жыл бұрын

    I have to just say that I appreciate the content that you share so freaking much! As someone launching their smm business soon, and who doesnt have a ton of capital to use to startup by taking $200 courses, these videos have literally saved my butt! I will definitely be getting the toolbox at a later stage! Thanks so much again :)

  • @dafnenavarro7080
    @dafnenavarro70803 жыл бұрын

    You are Amazing!! My youtube teacher! Thanks for all of your vids, they're really helping me with my business. Sending you love and abundance from Baja, México 💚🌵

  • @sharonasmith7739
    @sharonasmith77393 жыл бұрын

    Your videos are always very informative. I love it

  • @kayh1716
    @kayh17162 жыл бұрын

    Your content is always so useful, easy to follow and authentic - really helpful for a first-time freelancer! Thanks so much.

  • @gabriellerosa_
    @gabriellerosa_ Жыл бұрын

    amazing content. I learn something new every video thank you so much xx

  • @vibrantmoves9103
    @vibrantmoves91033 жыл бұрын

    Thank you for always being such a great help 🙏🏽

  • @thelatashajames

    @thelatashajames

    3 жыл бұрын

    Happy to help!

  • @GrowWithWill
    @GrowWithWill3 жыл бұрын

    You are only as good as your systems -- it's always helpful to outline standard operating procedures for anything you have to do more than once.

  • @TheLillyPierce
    @TheLillyPierce3 жыл бұрын

    This was succcchhhh a good, informative video. Best I've seen in a while, thanks so much, already so helpful! Gonna try and purchase the toolbox as well! :)

  • @thandomalik7141
    @thandomalik71413 жыл бұрын

    This is so awesome, sending in final documents to a client ready to work and this couldn’t have come at a better time... 👍🏽

  • @thelatashajames

    @thelatashajames

    3 жыл бұрын

    Awesome, I hope it's helpful! 🙌🏽

  • @ethomascreative
    @ethomascreative2 жыл бұрын

    This is so thorough. Thank you!

  • @kavadiKagirinai
    @kavadiKagirinai2 жыл бұрын

    Happy to see this type of content 💚

  • @Naswillshine
    @Naswillshine3 жыл бұрын

    This was the most straightforward thing ever. Thanks thanks thanks !

  • @dirtstyles
    @dirtstyles3 жыл бұрын

    This is a great video, full of very useful information for freelancers, many thanks :)

  • @vybeproduction426
    @vybeproduction4263 жыл бұрын

    Sweet Video! needed this today! thank you...

  • @ardellnicoespiritu9876
    @ardellnicoespiritu98763 жыл бұрын

    Thank you so much for your content. I super love your voice.

  • @jaileenpamela
    @jaileenpamela3 жыл бұрын

    New favorite channel

  • @ThenCameRoatan
    @ThenCameRoatan3 жыл бұрын

    thank you so much, this info is right on time for me!

  • @fernandaaltamirano4377
    @fernandaaltamirano43772 жыл бұрын

    You're the absolute best!! thank you!!!

  • @SixJana
    @SixJana3 жыл бұрын

    I think I have watched this one 3 times already haha, so helpful!

  • @ramontarruellasinternetmar565
    @ramontarruellasinternetmar5653 жыл бұрын

    Your videos have very good information, I like them!

  • @thelatashajames

    @thelatashajames

    3 жыл бұрын

    Thank you! 🙌🏽

  • @fafaflaviabotelho
    @fafaflaviabotelho3 жыл бұрын

    Hey Latasha! Love your content! Could you please make a video about how you charge for your services and if you group your services into categories and set a monthly price when offering services on that category, for example. What do you include, what do you exclude, what is mandatory and what is optional (planning, strategy, copywrite, graphic design, manage chats, etc) and how that impacts the price. Another example: do you set a limit of posts per week depending on the monthly fee? How do you manage overwork on a project that might not pay you enough for the hours you're actually working?

  • @ForevaABBIEx3

    @ForevaABBIEx3

    3 жыл бұрын

    I believe she has a video on that already (on pricing). I love the rest of your suggestions and would look forward to those videos as well!

  • @isntlifebetter
    @isntlifebetter Жыл бұрын

    oh my gosh!!! Thank you for telling me about LastPass. I have always been scared about hacking

  • @EffnCrisp
    @EffnCrisp2 жыл бұрын

    Hi Latasha, Loved how you break it down and explained this. Although, it would help us alot, if you could share the questionnaire document just so that we can get an idea.

  • @luckygirlceo
    @luckygirlceo2 жыл бұрын

    This ! Thank you 🙏

  • @chrisduncanbus9101
    @chrisduncanbus91013 жыл бұрын

    thanks for this video this term onboarding client keep poping up did not know what it meant also like client survey idea👍👍👍👍

  • @alvinreysuplac8551
    @alvinreysuplac85512 жыл бұрын

    Really helpful

  • @thecommunicationschic3373
    @thecommunicationschic33733 жыл бұрын

    Omg!! So getting the toolbox!!!!

  • @thelatashajames

    @thelatashajames

    3 жыл бұрын

    Yay!!

  • @Bizcoachneha
    @Bizcoachneha2 жыл бұрын

    I am sure this is the best one👍

  • @bycamil-5671
    @bycamil-5671 Жыл бұрын

    I am not going back to college i just learnt more during this video that in my marketing school 😅

  • @ablescott2854
    @ablescott28542 жыл бұрын

    Hello Latasha, Awesome video, and great resources provided. Thank you. I subscribed to Honeybook for the On boarding questionnaire, Just not sure how to begin creating it in Honeybook. Are you able to instruct me? Blessings.

  • @tuckerhigley6997
    @tuckerhigley69972 жыл бұрын

    I use wave as well. Great due to the fact that there is no monthly fee

  • @Tiffanyslocjewels
    @Tiffanyslocjewels3 жыл бұрын

    Latasha, what camera and lens do you use? It’s so clear. Thanks

  • @discosphinx
    @discosphinx2 жыл бұрын

    I just got hired to work with my first social media client. Yay! I am so new at this. Question: Do we need their social media passwords to log in and post? Or do we send posts to google docs for them to review and THEY post it? Ya, I am that new. Help!

  • @jaimeamanda4147
    @jaimeamanda414710 ай бұрын

    Could you share more info on how clients share their accounts on Lastpass?

  • @CJ-ASMR-
    @CJ-ASMR-3 жыл бұрын

    How do you organize all of these files ? thanks!

  • @anthonyjohnson3938
    @anthonyjohnson3938 Жыл бұрын

    Hello, I have a wedding business and I am curious if I can use my SMMa contract with tweaks as a guide to create my wedding contract

  • @ciscoatthedisco5095
    @ciscoatthedisco50953 жыл бұрын

    What lastpass plan should one get as a social media manager? Would the free plan work or should I get a different one?

  • @normalizboringsportscards4181
    @normalizboringsportscards41813 жыл бұрын

    ThX

  • @ul8ra
    @ul8ra Жыл бұрын

    I was so lost on LastPass when I tried using it. 🥴 would you be open to doing a short or video on this?

  • @caitlyntucker8834
    @caitlyntucker88343 жыл бұрын

    Hi Latasha, I'm having troubles getting the $1/8 Months honeybook.

  • @Jocolindres
    @Jocolindres4 ай бұрын

    Do you have a template for scope and timeline I can purchase?

  • @maud1708
    @maud17083 жыл бұрын

    Hi Latasha, is the Toolbox also applicable for EU clients?

  • @Jocolindres
    @Jocolindres4 ай бұрын

    so your saying I could ether do add an admin for the passwords or do it through a third party?

  • @kianjenkinson9022
    @kianjenkinson90223 жыл бұрын

    What about people in Australia, Honey book isn’t available to us!

  • @StiversMediaDesign
    @StiversMediaDesign28 күн бұрын

    I'm new to HB and own a digital marketing agency. When considering social media management, do you create a new project each month?

  • @sarahmhx
    @sarahmhx3 жыл бұрын

    It's a shame it's not available in the UK 😔 it looks like great software!

  • @GeminiCaron

    @GeminiCaron

    3 жыл бұрын

    I have purchased it, It seemed okay?

  • @fatimaalji7228
    @fatimaalji72283 жыл бұрын

    I still face difficulties in requesting the access to my client's account , help me

  • @CMDuhart
    @CMDuhartАй бұрын

    How long should a contract be? one year?

  • @3rdtwirl494
    @3rdtwirl494 Жыл бұрын

    i nearly had another client but when she shared her fb page i am unable to locate it. so odd. is it because she is in a different country ? even when she shared the link it just wouldnt show on any of my devices. even when googling her

  • @sofiaali1546
    @sofiaali15462 жыл бұрын

    Do you have an on boarding form template? ☺️

  • @JadeTrading
    @JadeTrading3 жыл бұрын

    👇Latasha fans attendance💛

  • @appleprieto5350
    @appleprieto5350 Жыл бұрын

    Do you still use honeybooks?

  • @fdentconsulting1103
    @fdentconsulting11032 жыл бұрын

    do u do coaching?

  • @ropss16
    @ropss163 жыл бұрын

    What tips would you give to a 14 year old teen who wants to start i am scared about my age😭

  • @artinscience7717
    @artinscience77172 жыл бұрын

    I am from the Ph and the price for the toolkit is too expensive for me huhu, can anyone help get it huhu just learning how to start my freelancing career thank you guys!

  • @sulashidayat
    @sulashidayat3 жыл бұрын

    How much do you charge for social media menagement?

  • @MarvellousOlayinka.
    @MarvellousOlayinka. Жыл бұрын

    Google forms for client questionnaire

  • @hunterberg2189
    @hunterberg21893 жыл бұрын

    I couldn't get anything personalised because fiverr policies don't allow you to zoom call or do anything outside their platform. for that reason Im out.

  • @marietamccune84
    @marietamccune84 Жыл бұрын

    Hey Latasha, what do you mean when you say in the video to "have the onboarding of the new clients down pat?" Am I hearing 👂it right? English is my third language & I am a translator. t is just bugging me that I do not know how to translate this word combo. I never heard it before. Does it mean to make something cushened/patted? Can I offer to translate the subtitles of some of your videos in Bulgarian 🇧🇬 or Russian 🇷🇺 or Spanish 🇪🇸? You have a great content ☆☆☆🌹☆☆☆

  • @thelatashajames

    @thelatashajames

    Жыл бұрын

    down pat is a term that means to have something memorized perfectly, or have a system for. hope that helps! :)

  • @Bryana.peralta
    @Bryana.peralta3 жыл бұрын

    Is the tool box only helpful for social media management specifically or could it benefit a more generalized virtual assistant as well?

  • @thelatashajames

    @thelatashajames

    3 жыл бұрын

    Great question! It is specifically geared towards SMMs but you can click the link to view which documents are included, they're all listed on that page. I think a lot of it would also be relevant to VAs (proposal template, case study template, portfolio deck, client welcome kit, etc.)

  • @Bryana.peralta

    @Bryana.peralta

    3 жыл бұрын

    Thank you!!

  • @wholesalebuyerdeals
    @wholesalebuyerdeals2 жыл бұрын

    Ur so beautiful, great content too, Im subscribing right now

  • @TheLway123
    @TheLway123 Жыл бұрын

    I place my email in for the tool kit and never received it. Is it no longer available?

  • @thelatashajames

    @thelatashajames

    Жыл бұрын

    Sorry about that, that's weird! If you email hey@latashajames.com I can send it to you!

  • @TheLway123

    @TheLway123

    Жыл бұрын

    @@thelatashajames no worries. Technology has a mind of its own lol. I will send an email and thanks for all the gems you give us 🥺💕

  • @tehreemkhaleq
    @tehreemkhaleq2 жыл бұрын

    Can i get the toolbox now? I've subscribed to your email, but i didn't get it.

  • @thelatashajames

    @thelatashajames

    2 жыл бұрын

    Yes, here's the link! courses.latashajames.com/courses/smmtoolbox

  • @Jocolindres
    @Jocolindres4 ай бұрын

    is this after the discovery call?

  • @thelatashajames

    @thelatashajames

    4 ай бұрын

    Yes!

  • @Jocolindres

    @Jocolindres

    4 ай бұрын

    @@thelatashajames thank you!!

  • @JacoryonLarry
    @JacoryonLarry3 жыл бұрын

    You are beautiful!

  • @putmeonentertainment3299
    @putmeonentertainment3299 Жыл бұрын

    Is there a way I could just have a link on my ig page to my HoneyBook site

  • @thelatashajames

    @thelatashajames

    Жыл бұрын

    Yes you can create a scheduling link in honeybook and link that

  • @putmeonentertainment3299

    @putmeonentertainment3299

    Жыл бұрын

    @@thelatashajames how?

  • @putmeonentertainment3299

    @putmeonentertainment3299

    Жыл бұрын

    Rn I bought HoneyBook thinking it was a website builder, boy was I let down… I’m not trying to buy and recreate anything after creating in HoneyBook, all I want now is a way for new clients to click a link that sends them to the workflow (service,question,deposits) ya know, the website u pretty much create just to put inside another website

  • @glowmillskincare
    @glowmillskincare3 жыл бұрын

    This was the most informative video yet! You are so helpful 😊

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