Hiring a team is one thing—getting them up to speed is another. Without proper onboarding and training, even the most skilled hires can struggle, leading to inefficiencies and frustration. A well-structured onboarding process sets clear expectations, reduces mistakes, and helps new hires integrate smoothly into your agency.

This chapter outlines how to create a structured onboarding system, implement SOPs, and use a 30-60-90 day plan to set up new hires for success.

Key Points:

Onboarding ensures new hires understand your agency's workflows and expectations;
Standard Operating Procedures (SOPs) create consistency and improve efficiency;
A 30-60-90 day plan helps new hires gradually build confidence and take ownership;
Regular 1:1 check-ins provide feedback and prevent issues before they escalate.

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Section 7. Chapter 2

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Course Content

SMM Agency from Scratch

1. Introduction to Social Media Marketing

What is Social Media Marketing?Overview of Social Media Platforms Social Media Trends and Industry Landscape

2. Foundations of a Social Media Marketing Agency

What is a Social Media Marketing Agency?Choosing Your Niche Crafting Your Value Proposition Setting Goals and Expectations

3. Building Your Business

Business Setup Essentials Pricing Structures and Packages Tools and Technology Developing a Social Media Workflow How to Use Templates in ClickUp

4. Social Media Strategies and Services

5. Running Campaigns for Clients

Onboarding New Clients Executing Campaigns Reporting and Transparency Practical Exercise: Creating a Client Dashboard in ClickUp

6. Finding and Landing Clients

Identifying Your Ideal Client Client Outreach and Networking Building a Portfolio and Case Studies Understanding the Sales Call Process Creating a Winning Client Proposal That Closes Deals

7. Scaling Your SMMA

Hiring and Outsourcing Onboarding & Training for Long-Term Success Expanding Your Services & Increasing Revenue Creating SOPs for a Smooth-Running SMMA

8. Long-Term Growth and Sustainability

Staying Ahead of Industry Trends Building Authority in Your Niche Overcoming Challenges

9. Wrapping Up and Resources

Shifting from Freelancer to CEO Mastering High-Ticket Client Acquisition Crisis Management & Handling Difficult Clients Bringing It All Together – Your Path to SMMA Success

Onboarding & Training for Long-Term Success

This chapter outlines how to create a structured onboarding system, implement SOPs, and use a 30-60-90 day plan to set up new hires for success.

Key Points:

Onboarding ensures new hires understand your agency's workflows and expectations;
Standard Operating Procedures (SOPs) create consistency and improve efficiency;
A 30-60-90 day plan helps new hires gradually build confidence and take ownership;
Regular 1:1 check-ins provide feedback and prevent issues before they escalate.

Everything was clear?

Thanks for your feedback!

Section 7. Chapter 2