Course Content
SMM Agency from Scratch
SMM Agency from Scratch
Onboarding New Clients
A smooth onboarding process is the foundation of a successful client relationship. When clients feel supported from the start, they gain confidence in your agency and trust in your ability to deliver results. A well-structured onboarding system eliminates confusion, sets clear expectations, and ensures a seamless transition into campaign execution.
This chapter outlines a step-by-step approach to client onboarding, covering intake forms, contracts, onboarding calls, and workflow automation.
Key Points:
A structured onboarding process eliminates client doubts and builds trust;
An intake form collects essential business details, goals, and brand guidelines;
Contracts should be clear, legally binding, and easy to sign using e-signature tools;
A scheduling tool simplifies booking onboarding calls and reduces back-and-forth emails;
Automated reminders minimize no-shows and ensure clients are prepared for meetings;
The onboarding call should cover expectations, communication guidelines, and next steps;
CRM tools help streamline onboarding and track progress;
Transparency and automation create a high-touch client experience while saving time.
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