SMMA Onboarding Process For Beginners (300+ Clients)

SMMA Onboarding Process For Beginners (300+ Clients)

Learn the SMMA onboarding process for beginners in this video with insights from someone who has worked with over 300 clients. Perfect for those new to the world of social media marketing!

If you’re new, I’m Dylan, the founder of Catalyst Holdings. It’s a Marketing HoldCo, which means we provide agency services and then leverage our results for equity. Catalyst does ~$3M/year and our portfolio of companies crossed $10M per year. Given this is a YouTube channel and anyone can make claims, I’ll give you my story and you can google to verify.

18: Started university as a business student
18: Left university to start a videography business
19: Scaled Wilson Media, a full service agency to $60,000/year
20: Scaled Wilson Media to $180,000/year
21: Closed down Wilson Media, started a gym agency
21: Scaled the gym agency to $25,000/month in 5 weeks
21: Started an agency mastermind to help beginners get started
22: Scaled Relentless Success Club, a consulting business to $119,000/mo
22: Started Mortgage Ai, an agency and scaled to $36,000/mo in 7 weeks
22: Documented the entire journey on YouTube
22: Had Mortgage Ai acquired in a seller financed buyout and left the company

Today: Catalyst provides agencies with DFY client acquisition channels, the internal systems we use, and the opportunity to work 1 on 1 with our internal team. Our portfolio consists of B2B companies and they bring in $10M/year

Dylan

FULL DISCLOSURE
I post content to make money. I want to build trust with business owners so we can find the best ones and help them scale.

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[Hangjust]

Brother thank you, no one talks about these kinds of stuff. I really do appriciate it, I think I am speaking for everyone with this. Keep up the great work!

[mohammedu]

Bro I am shocked

One of the best SMMA video

[ESCO_HVAC]

Thanks 🙏🏽 we NEED more videos like this, if we miss all these details we wouldn’t look as professional so thanks for the advice and help !!

[norin]

Omg was just having headaches onboarding clients. Dylan's the GOAT!

[devinmcnider]

Dylan, you're awesome. Thank you

[markokostic]

This is the best onboarding video on yt no cap

[PriyanshuDhiman]

Love you mate
you are a gem, your content is also a gem, thanks for helping us with your expertise

[AFK_Quay]

I watched this video 3days ago thinking it would be weeeks before I got my first but. Following your advice and strategies got my first 😭

[johnNaaz-khqi]

Damn this is really in-depth, thanks

[miguelpena]

Dylan, great video. I've learned so much from you...Thanks so much

[serviceproper]

Thanks for the video! What about setting up phone number with A2P. No point getting access to their fb ad account and connecting it to the GHL account we just created for them if we can’t use the sms feature for their account… can you make a video on this?

[mattleontis]

Dude thank you so much, youre the man.

[nueromotive]

...Thanks a lot Dylan for giving me such a valuable piece of content❤😊

[vanshkarel]

I LOVE YOU BRO THANK YOU VERY MUCH. REALLY APPRECIATE YOUR VIDEO AND INFORMATION.

[TheJcastro]

What's the need to connect to their calendar that way vs having them connect their calendar by signing into their google account through GHL??

[murshed]

I think no one of your viewers has been disappointed while watching your video🎉❤

[Armannnnnnn]

My Client does not use Google Workspace, how do I get access to his calender??

[cluezybluez]

What if a client doesn't use google calendar for booking appointments? Many businesses like healthcare clinics use booking softwares

[Jacob-kfri]

Really poor form showing peoples emails when you were going into the Google calendar. Video is otherwise of value but people typically don't want that information shared on a public platform.

[Spotifytalent]

Brother, I can't understand we created a sub account link their social media to run marketing campaigns but when we gonna run ads we need the funnel let's say we created the funnel now. Someone's fill out the funnel then how to send them a text message or a msg to start the conversation automatically? How to set-up that? How to book them? How to qualify the leads i know we need to ask questions but how to text them where our leads will be collected?