The Social Secret

06. The Ultimate New Client Onboarding Process

8 min · 13 de abr de 2023
Portada del episodio 06. The Ultimate New Client Onboarding Process

Descripción

Today, we're going to talk about the five essential steps for onboarding a new client in a freelance social media marketing business. Onboarding is a critical phase that sets the foundation for a successful partnership. So, let's dive into the steps to make your onboarding process a breeze. Resources and Tools Mentioned: * PayPal [https://www.google.com/aclk?sa=l&ai=DChcSEwjKkND_5aX-AhV4yOMHHbYpB8oYABAAGgJ5bQ&sig=AOD64_1fEeujaPA6C3jSSkZdd_xobJF7QA&q&adurl&ved=2ahUKEwixi8j_5aX-AhVMj4kEHRyCCNQQ0Qx6BAgHEAE]– how I send invoices (they charge a small fee, but I like using PayPal because you can set up recurring invoices) * PandaDoc [https://www.pandadoc.com/] – how I send invoices for clients to sign (they have a free version!) * Jotform [https://www.jotform.com] – website I use to create my onboarding questionnaire (they also have a free version!) * Social Media Strategy Document – can be created in Google Docs, you don't need a fancy Canva template unless you really want to create it * Content Calendar – Asana, Trello, Notion, Monday, ClickUp, AirTable (these are all great project management tools) or you could even go as basic as a Google Doc or Spreadsheet! Totally up to you and what you prefer. * Social Media Schedulers – I didn't touch on this as much, but optional if you'd like to use a tool to auto-publish the content! I've used brands like Later, Loomly, Hootsuite, Buffer, HeyOrca – I recommend doing your research and finding one you like the best! Got questions? Shoot me a DM on social media! Instagram [https://www.instagram.com/socialwithamanda/] LinkedIn [https://www.linkedin.com/in/amandanmaxim/] TikTok [https://www.tiktok.com/@socialwithamanda]

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episode 06. The Ultimate New Client Onboarding Process artwork

06. The Ultimate New Client Onboarding Process

Today, we're going to talk about the five essential steps for onboarding a new client in a freelance social media marketing business. Onboarding is a critical phase that sets the foundation for a successful partnership. So, let's dive into the steps to make your onboarding process a breeze. Resources and Tools Mentioned: * PayPal [https://www.google.com/aclk?sa=l&ai=DChcSEwjKkND_5aX-AhV4yOMHHbYpB8oYABAAGgJ5bQ&sig=AOD64_1fEeujaPA6C3jSSkZdd_xobJF7QA&q&adurl&ved=2ahUKEwixi8j_5aX-AhVMj4kEHRyCCNQQ0Qx6BAgHEAE]– how I send invoices (they charge a small fee, but I like using PayPal because you can set up recurring invoices) * PandaDoc [https://www.pandadoc.com/] – how I send invoices for clients to sign (they have a free version!) * Jotform [https://www.jotform.com] – website I use to create my onboarding questionnaire (they also have a free version!) * Social Media Strategy Document – can be created in Google Docs, you don't need a fancy Canva template unless you really want to create it * Content Calendar – Asana, Trello, Notion, Monday, ClickUp, AirTable (these are all great project management tools) or you could even go as basic as a Google Doc or Spreadsheet! Totally up to you and what you prefer. * Social Media Schedulers – I didn't touch on this as much, but optional if you'd like to use a tool to auto-publish the content! I've used brands like Later, Loomly, Hootsuite, Buffer, HeyOrca – I recommend doing your research and finding one you like the best! Got questions? Shoot me a DM on social media! Instagram [https://www.instagram.com/socialwithamanda/] LinkedIn [https://www.linkedin.com/in/amandanmaxim/] TikTok [https://www.tiktok.com/@socialwithamanda]

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