How to Onboard Clients for Your SMMA / Social Media Marketing Agency

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How to Onboard Clients for Your SMMA : Social Media Marketing Agency

In this video, we cover what you need to know to onboard clients for your SMMA / Social Media Marketing Agency. What are the steps to onboard SMMA clients? What can you do to make sure that onboarding your SMMA / Social Media Marketing Agency clients is a smooth and easy experience?

You'll learn all of the above and feel confident onboarding your SMMA clients!

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We are David Schlais and Derek DeMike, two social media marketing agency entrepreneurs who started their own agency back in 2016 and have since scaled it to over $100,000 per month.

We are passionate about helping other agency owners avoid the pitfalls associated with starting a business online as well as a lot of the bad/incorrect advice out there and have made it our mission to share everything that we know from starting, growing, and scaling our own agency to levels we never thought possible.

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Can you make a video of how to manage a clients social media account, like how to get access to it?

StreamySpeedy
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Thank you so much. You give very valuable informations, I watch all your videos and I think your channel is the best, you give the details that no one mentioned what I reaaly like.
Please keep going. You deserve all the support !
Thank you 🌷

meryemeelmrabet
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Bro, you're blocking the last 2 steps.

lazypanda
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Hey guys first of all thank you so much for the info you are providing to us, you have taken me from 0 to 95 in 2 days regarding smma and everything I need to know, I just have one question which still isn’t clear, how do I measure my results for a physical store, be it a doctor, a gym, e mechanic etc., How will my client and I know that the new customer of his was prompted through the ads, any explanation or an in depth video would be super helpful, congratulations keep up the good work, greetings from Athens🇬🇷

gabriel_Venture
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Does the blueprint class encompass contract templates? What website to build clients website? Thanks for all the great info!!!!

nwarner
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Great information, thank you! Next time, can you not have your cam over the words...

backtoashley
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Should I first go over the Demo call and then get the contract signed?

StreamySpeedy
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Whats the difference between the "Onboarding call" and the "kick-off call" ?

itsbrandom_
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Very helpful video! Question, is the SMMAblueprint a one time purchase or monthly charged?

SamuelBuildsBiz
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Hey man, where can we get access to this Onboarding Process slide? We can’t see the last 2 parts, it would help if we could get access!

StreamySpeedy
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Do you guys have your clients verify their business managers during the onboarding process?

BraydonFisherJourney
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Will there be a point where when you start hiring people that you take less responsibility for the way things are running so you can sort of just sit back and watch it run

cv
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So let me get this straight, you send them a contract they signed you have them book a call for another day to then send them the invoice after ? I’m confused I normally send agreement and invoice together and once they pay I send them the onboarding call automatically after they pay

manny_frometa
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Really great video. Something i was wondering is How do you get access to your clients' facebook ads, Manger after you sign the contract?

FoxRidgeRun
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Hey. I told my client to give access to my facebook account. I got admin access and now when I go to ads manager, on the top left corner, under business account shows only my client's business and down under your account is my fb account and it says 1 ad account.

When i tried to run ads it said select page and I chose my client's page. is this the right way? And if so, all of my clients' ads will be shown in one ad manager? Should i ask my next client to give me access to his facebook account so i don't mess up?

marjonaci
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So how many calls is there in the onboarding

StreamySpeedy
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I can't find anywhere how to set up account permissions and billing setup for them to pay for the ads. Can someone point me in the right direction?

mpf