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Learn Onboarding New Clients | Running Campaigns for Clients
SMM Agency from Scratch
course content

Course Content

SMM Agency from Scratch

SMM Agency from Scratch

1. Introduction to Social Media Marketing
2. Foundations of a Social Media Marketing Agency
3. Building Your Business
4. Social Media Strategies and Services
5. Running Campaigns for Clients
6. Finding and Landing Clients
7. Scaling Your SMMA
8. Long-Term Growth and Sustainability
9. Wrapping Up and Resources

book
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.

question mark

What is the primary goal of a client onboarding process?

Select the correct answer

Everything was clear?

How can we improve it?

Thanks for your feedback!

SectionΒ 5. ChapterΒ 1

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course content

Course Content

SMM Agency from Scratch

SMM Agency from Scratch

1. Introduction to Social Media Marketing
2. Foundations of a Social Media Marketing Agency
3. Building Your Business
4. Social Media Strategies and Services
5. Running Campaigns for Clients
6. Finding and Landing Clients
7. Scaling Your SMMA
8. Long-Term Growth and Sustainability
9. Wrapping Up and Resources

book
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.

question mark

What is the primary goal of a client onboarding process?

Select the correct answer

Everything was clear?

How can we improve it?

Thanks for your feedback!

SectionΒ 5. ChapterΒ 1
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