NEW Client Onboarding Process Steps For Freelancers, Social Media Managers and Marketers 

If you are a freelancer, consultant, social media manager, digital marketer or if you have an agency, client onboarding is an important process to have if you want to grow your business. Having a seamless onboarding process will allow the client to feel good about their decision to work with you. It will also help to give you organization and structure so that you can get more clients. In this video, I share my simple 5 step process to a seamless client onboarding experience.
➡️ Grab My FREE Client Onboarding Checklist and Guide:
guide.almabradford.com/onboar...
// Tools for Client Onboarding Mentioned in This Video:
✅ Dubsado CRM for invoicing and onboarding: www.dubsado.com/?c=lyoa
✅ Service Agreement Contract Templates: www.coachesandcompany.com/ref...
✅ Convertkit For Email Sales Funnels: convertkit.com?lmref=uHDIKw
✅ Notion For Project Management and Organization: affiliate.notion.so/l2j05mr1kdp6
🎥 RU-vid Video Equipment I Use:
Video Camera - Sony ZV - 1F: amzn.to/3HIduvI
Ring Light: amzn.to/3TNJkP1
Tripod: amzn.to/3RtKD2z
SIM card for Video: amzn.to/3TwW6kK
Music for My Videos - Epidemic Sound: share.epidemicsound.com/lpg9me
// Other RU-vid Videos On How to Grow Your Business:
How to Start a Short Form Video Marketing Service for Tik Tok, Reels and Shorts:
• How to Start a Short F...
How to Get Clients for Your Services:
• How To Find Clients Fo...
Connect With Me:
Instagram: / almajbradford
My Website: almabradford.com/
Email Me: almabradford.com/contact
Video Chapters:
0:00 Overview
2:48 Client Invoice and Contract
6:20 Send Welcome Email
10:31 Client Kickoff Call
13:45 Tools to Automate Onboarding
DISCLAIMER: Some links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel!