How To Set Up A Client Onboarding Process For Your Agency To Onboard New SMMA Clients |
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A repeatable client onboarding process saves you a ton of time & helps set a foundation for a great relationship with your new clients. In this video, I share the exact onboarding process that I use to onboard new agency clients efficiently & effectively. At the end, you can even steal this entire onboarding process to save you a ton of time. MORE INFO BELOW 👇
✔️ WHAT I COVER Hey crew, Here's what we're going to cover today: The Steps To Onboard New SMMA Clients Easily & Efficiently (3:45) How To Set Up A Repeatable Client Onboarding Process For All New Clients (6:50) How To Duplicate This Onboarding Template To Use For Your Own Agency (18:00) 📋 STEPS TO DUPLICATE MY CLIENT ONBOARDING PROCESS 1. Sign up for free using the link below if you don't already have a Notion account https://www.notion.so/?r=75e3ec669cd641ba9e46a5e9b6e457c9 You will get $10 in credit on sign up which is equal to ~ 2 months of their paid plan for free. --- 2. Open up the link below to access the onboarding process template https://www.notion.so/TEMPLATE-Client-Onboarding-Process-a7938a2f74454caa9d471395aa3b8f06 At the top right of the onboarding page, there will be a duplicate button that will duplicate the entire document into your own notion account where you can edit it to fit you and your business best. Thanks for watching! 1️⃣ Subscribe so you don't miss any future videos. 2️⃣ Like this video if you learned something new. 3️⃣ Share this video if it could help someone you know. 4️⃣ Follow me on Instagram (@kyler.olson). 5️⃣ If you have any questions about this video, feel free to let me know down in the comments & I'll answer them for you. To your success! - Kyler 🎥 MORE VIDEOS ON SOCIAL MEDIA MARKETING How To Find 100's Of Leads For Your Agency Using D7LeadFinder | SMMA https://www.youtube.com/watch?v=51lBUS3pe9g Should You Pick A Niche When Starting Your SMMA? https://www.youtube.com/watch?v=Fzxp016Xy8U Why You Should & How To Find Social Media Marketing Leads On Groupon https://www.youtube.com/watch?v=Ux3k92x0znU 🔥 CONNECT WITH ME Instagram: https://instagram.com/kyler.olson LinkedIn: https://linkedin.com/in/kylermolson Facebook: https://facebook.com/KylerMOlson Email: kyler@kmomedia.com _ #KylerOlson #SMMA #Entrepreneur |