Welcome to my complete guide on onboarding social media management clients. Whether you’re new to social media management or improving your client onboarding process, this guide provides practical insights and tools for starting client relationships smoothly. Let’s dive into the essential steps to master client onboarding in social media management.
Step 1: The Discovery Call
The first step in client onboarding is the discovery call. This initial conversation helps align your services with the client’s needs and assess if you’re a good fit to work together. Use tools like Dubsado or Acuity to schedule and gather information through a questionnaire.
Step 2: Sending the Proposal, Contract, and Invoice
Within 24 hours of the discovery call, send a proposal, contract, and invoice. Use tools like Dubsado to integrate these into a single link for clarity on services, terms, and pricing.
Step 3: Client Onboarding
Once the client agrees and completes these initial documents, the next phase begins with onboarding. This includes sending the client an email outlining the next steps, such as filling out an onboarding form, providing access to necessary assets via a shared Google Drive folder, and introducing them to our project management tool, Notion.
Step 4: Kickoff and Welcome Packet
A kickoff call follows to discuss strategy and clarify expectations. Additionally, I provide clients with a welcome packet that outlines our partnership timeline, communication methods, billing schedule, and other relevant details. This packet ensures transparency and sets the stage for a collaborative working relationship.
Conclusion
Implementing a structured onboarding process not only enhances professionalism but also sets clear expectations from the outset, fostering a smoother client experience. Tools like Dubsado have been instrumental in streamlining my workflow, allowing me to focus more on delivering high-quality services to my clients.
Episode Links + Resources
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