How To Onboard SMMA Clients

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Anyway, on with the video…

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What does your onboarding process look like?

If you took a deep breath whilst looking at the sky thinking about what it entails, then it’s safe to say it definitely needs some work.

The reason I know this is because I was once in that same position in the early stages of my journey.

I never really had a clear onboarding process that was the same for every client.

It almost felt like I was so focused on closing the deal itself, that the onboarding process was left to be something that could be made up on the spot.

As you can imagine, this then leads to a very scrappy client experience, which isn’t the best way to start off a relationship at all.

Luckily, I pulled myself together & actually created an onboarding process that has been systemsied & designed stress free, allowing for a world class client experience from the very start of signing a client.

In this video, I share my exact onboarding funnel to show you how you can set it up in a way where it is designed to be as easy as possible, for both you & your client.

I hope you find it helpful. If you do, consider subscribing :)

Thanks,
Charlie

[someone_online]

Hey Charlie. I have to say you are a hidden gem in the smma world. Can you make a video about contracts? Most of the channels out there give a template but do not tell how it works. It will be really appreciating if you make one.

[santiago_ismond]

Hey charlie! Great video, lots of value. something I would recommend is including some of these questions into a face to face call. (more specifically the ones that dig into the client and their business and their dreams)

It’s just more personal and they have more trust with you as a advertising partner who’s ultimate goal is to help them grow.

Might help with your conversions and maybe even retention.

[MichaelKeaveneyYouTube]

Looking forward to joining. Ridiculous value from these videos

[velocityownership]

This video helps but i suggest you make major changes in yours because some are bullshit questions in this templates that's weird and good to avoid. 👍

[WumboSolutions]

Great content as always. This is very useful

[andrurec]

Wait, You're somehow the boy he was 17 when he was trampled by Hazard😮

[emaxilom]

Hey Charlie, do you have any partners that do what you do in the financial services market? I have a network of advisors that are seeking quality lead acquisition services. Lmk. Love your content!

[leonwa]

How do I learn to run killer FB Ads to get my clients dream results and keep them for longer ?

[ilijah]

These questionnaires seem too long and complex for the average business owner. Using jargon like "target audience" or "validation phase" is just going to create tons of frustration for people filling out this form. Onboarding in my opinion should be seamless. It's your clients first experience working with you.

[ayeshakhan]

Content write
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Etc Etc online work

[ravers-skvx]

At this rate we might be able to get Easygrow course for free on YouTube.

[ayeshakhan]

I m very poor woman my two kids no food no money