My Exact SMMA Client Onboarding Process

Подписаться 331 тыс.

Просмотров 83 тыс.

0% 0

📲 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
📱 Book A Free Call With Affluent Academy Senior Consultant, Connor: calendly.com/academy-consulta...
❌ NOTICE: We’ve seen a lot of fake imitation accounts in the comments recently, please be cautious
More Recommended Videos:
🔸 How to Start a SMMA in 15 mins [2021]: • How to Start a SMMA in...
🔸 The Best SMMA Niches in 2021: • The Top SMMA Niches Fo...
🔸 How to Get SMMA Clients in 2021: • How to Get SMMA Client...
🔸 Top 4 SMMA Outreach Methods in 2021: • Top 4 SMMA Outreach Me...
-------
📈 FREE Training - How To Launch & Scale An Agency: resources.affluent.co/free-tr...
📲 FREE Strategy Call: calendly.com/academy-consulta...
📚 FREE Copy Of My Book: www.15minuteagency.com?sl=RU-vidVid251
👨🏼💻 ClickFunnels: goo.gl/mvQ4Ay
✅ The Affluent Academy (Social Media Marketing Agency SMMA Course): www.affluent.co/academy?sl=Yo...
30-Day Guarantee Please Email, support@jordanplatten.com if you have questions regarding this policy BEFORE purchasing - See T&C's For Details.
Website: www.jordanplatten.co.uk
Agency Website: www.affluent.co/agency
Facebook: / jordanplattenuk
Instagram @JordanPlatten
Email: support@jordanplatten.com
Disclaimer: To support the channel some of the links above may be affiliate links. Statements on this site do not represent the views or policies of anyone other than myself. Starting a business takes hard work and dedication... Please do not buy my products if you do not intend to put in the effort or if you are looking for a 'get rich quick' scheme (Hint, they don't exist).
#onboardingprocess #onboardingclients #smma
________________________________________________
FREE Agency Owners Community: www.skool.com/agencyowners

Опубликовано:

22 июл 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 68

@JordanPlatten 3 года назад

📱 Book A Free Call With Affluent Academy Senior Consultant, Connor: calendly.com/academy-consultants/strategy-call-smm?sl=RU-vidVid251 ❌ NOTICE: We’ve seen a lot of fake imitation accounts in the comments recently, please be cautious

@emiraslan8441 Год назад

man i was stuck running against an invisible wall, this video has just lifted that wall up for me thank you so much!!

@Rickycharles812 3 года назад

This video just came in the right time 🙏

@ShielaSimonetXo 3 года назад

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! 🖤🖤🖤

@carlosalvarado6237 3 года назад

Bro i needed this! Thank you!

@rafiekgideon 3 года назад

Perfecting timing Jordan! 😳

@Justin_RKay 6 месяцев назад

Wow! I was just about to onboard a client😅this is helpful Thanks Jordan!

@bwillow_ 2 месяца назад

needed this transparency👌ThanQ!

@fathulbariofficial 3 года назад

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 месяцев назад

hey man. How's your jorney?

@felixmorris6560 Год назад

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 🙏

@letsiemapeshoane7830 2 года назад

exactly what i need thanks jordan

@arise_n_mind68 2 года назад

Helpful, thanks brothaman.

@JordanPlatten 2 года назад

No problem!

@khosii.m 2 года назад

Thank you Jordan, very helpful 🙏

@JordanPlatten 2 года назад

Glad it was helpful!

@vaibhavmore7936 3 года назад

Very informative 🔥🔥

@louie.larios 5 месяцев назад

Found your channel and I’m hooked! Thank you for all you do and help 😊

@JordanPlatten 5 месяцев назад

Glad you're enjoying the content!

@maureen_mauryn 3 года назад

This is great info.

@Worksapce.Ventures 5 месяцев назад

You are the best, thank you!

@adambatakji5408 3 года назад

amazing value

@rachadballout8087 Год назад

Man you are a genius Wow

@ThomasPacheco80 2 года назад

great video! thanks for sharing. I do something very similar!

@JordanPlatten 2 года назад

Thanks! That's great!

@pierremakengo4653 3 года назад

Quick question Jordan - if you use PandaDoc contract payment, how do you set up automatic recurring invoices/billing to the client?

@ggunzwebmarketing 3 года назад

Merci du partage moi aussi c'est cette agence que je lance

@sunnygupta9154 9 месяцев назад

<a href="#" class="seekto" data-time="0">00:00</a> Onboarding clients is crucial for any service-based business <a href="#" class="seekto" data-time="108">01:48</a> Make communication with clients easy and frictionless <a href="#" class="seekto" data-time="208">03:28</a> Always take payment upfront to avoid unpaid work <a href="#" class="seekto" data-time="312">05:12</a> Sending an onboarding email is crucial <a href="#" class="seekto" data-time="410">06:50</a> We use Google Drive to collect content from clients. <a href="#" class="seekto" data-time="511">08:31</a> Clear communication, regular updates, and overall strategy are key to our client approach. <a href="#" class="seekto" data-time="605">10:05</a> Clear communication is key in the onboarding process <a href="#" class="seekto" data-time="698">11:38</a> Building strong relationships with clients is key to success in service-based businesses. Thank you

@SuzetteKhiba 6 месяцев назад

Thank you

@noahthornton5583 2 года назад

How does the client communication guide work? Thanks.

@azzy729 3 года назад

What a banger

@smorisch Год назад

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.

@Anton-vc8ii 2 года назад

If the clients Business manager isn't Verified, how do they get it? or do we as an Agency do it for them?

@thekaratesuit Год назад

i've been using whatsapp rather than email for this exact reason

@jefffairchild1854 6 месяцев назад

How did you learn what to say to help a business's manufacturing process in order to consult them on it?

@jakemadonia 9 месяцев назад

Do you suggest business manager or meta business suite for Facebook and Instagram ads

@MselynMedia 4 месяца назад

So do we need to create whatsapp group for each client separately or one group where every client will be communicating? a bit confusing.

@KeithTBrown Год назад

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 месяцев назад

Hi, were you able to lay eyes on one of these Loom videos for the ad account walkthrough? I would also love to see.

@apexvadeor3670 3 года назад

I need the contract

@chitdigital7057 2 года назад

Do you have a step by step video showing how to setup the google form, the loom videos and the google drive?

@lamarmurdock8107 2 года назад

Just RU-vid it

@dendimaster5528 Год назад

you found one?

@dendimaster5528 Год назад

@@lamarmurdock8107 any link please? #

@chitdigital7057 Год назад

@@dendimaster5528 not yet unfortunately

@nathaliacsdr 2 года назад

Hi there!! what is the name of the website you use to make the contracts?

@JordanPlatten 2 года назад

You can try PandaDoc, and there's a lot online :)

@jakepowell850 2 года назад

Where can I get the contracts can you do a walk through

@JordanPlatten 2 года назад

right now, there's a lot of sample contracts available online 👌

@danielakbari3447 2 года назад

I usually do the "questionnaire" during our meeting. Is that wrong?

@JordanPlatten 2 года назад

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.

@lspr5134 2 года назад

Do you create a specific what’s app group for each client?

@JordanPlatten 2 года назад

Hey, yeah that’s exactly what we do!

@lspr5134 2 года назад

@@JordanPlatten Thank you :)

@abdullahdanish7908 2 года назад

Whatsapp group is a great idea😅

@amanraghuwanshi1960 2 года назад

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 Год назад

But not everyone, has Gmail.

@gleerious 2 года назад

If you have a media buyer do you put them in the whatsapp group as well or not?:)

@JordanPlatten 2 года назад

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👌

@mourwaldhukpour1079 Год назад

Need a contract for SMMA. Don't know where to get it.

@RaoulSharvin Год назад

Joel Kaplan

@jasonsmith5590 3 года назад

Jordan what version of whats app do you use? Is it Whats app Bussines or API?

@tehgringe 3 года назад

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 года назад

Just the standard WhatsApp app!