My Exact SMMA Client Onboarding Process

📲 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

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#onboardingprocess #onboardingclients #smma
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[JordanPlatten]

❌ NOTICE: We’ve seen a lot of fake imitation accounts in the comments recently, please be cautious

[emiraslan]

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

[sunnygupta]

00:00 Onboarding clients is crucial for any service-based business

01:48 Make communication with clients easy and frictionless

03:28 Always take payment upfront to avoid unpaid work

05:12 Sending an onboarding email is crucial

06:50 We use Google Drive to collect content from clients.

08:31 Clear communication, regular updates, and overall strategy are key to our client approach.

10:05 Clear communication is key in the onboarding process

11:38 Building strong relationships with clients is key to success in service-based businesses.

Thank you

[ShielaSimonetXo]

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! 🖤🖤🖤

[Ricky-G]

This video just came in the right time 🙏

[fathulbariofficial]

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 ❤️

[Justin_RKay]

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

[felixmorris]

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 🙏

[louie.larios]

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

[amanraghuwanshi]

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.

[pierremakengo]

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

[chitdigital]

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

[thekaratesuit]

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

[jefffairchild]

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

[ggunzwebmarketing]

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

[KeithTBrown]

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!

[lspr]

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

[ThomasPacheco]

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

[noahthornton]

How does the client communication guide work? Thanks.

[MselynMedia]

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