How to Onboard New Clients as a Social Media Manager | Client Welcome Packet Template [CC English]

  Рет қаралды 20,115

Britx Sui

Britx Sui

Күн бұрын

Hello Bosses 👋
Are you one of our aspiring freelancers who:
👉 don’t know WHAT TO DO after the client agreed to work with you
👉 feel unprepared to take clients
👉 don’t know how to get the client’s credentials and brand assets
👉 have no idea how to properly onboard a new client
If yes, then this video is for you as I have talked about:
👉 what is client onboarding and what it is for
👉 the process of onboarding
👉 what’s inside the client welcome packet
To avail a copy of BossedUp PH Client Welcome Packet Template,
📩 message us here: m.me/bossedupph
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Пікірлер: 105
@Diana-vr1tx
@Diana-vr1tx 2 жыл бұрын
this is very helpful. i got hired last night, and will definitely do this. thank you!
@BritxSui
@BritxSui 2 жыл бұрын
Congrats on landing a client, Boss Diana! Thanks for watching and keep bossin' up 🙌
@suzziebacsarpa6581
@suzziebacsarpa6581 Жыл бұрын
Wow your responses are very impressive kahit 1 yr ago na this video you still respond to recent comments unlike other youtubers they don’t respond na pag matagal na. We have the same name! I’m also starting SMM I’ve been learning a lot from your vids! Keep it up👏🏻🙌🏻
@BritxSui
@BritxSui Жыл бұрын
Thanks, Boss Suzzie 🥰🤗
@Yzavellah
@Yzavellah 2 жыл бұрын
Thank you, Boss! I appreciate your feedback on what should be included in the client kit. It gives us an idea of what information we should clarify with them.😍👍
@BritxSui
@BritxSui 2 жыл бұрын
Glad it was helpful! Keep Bossin' Up, Boss 💪
@vanlloydsucia
@vanlloydsucia Жыл бұрын
Now is the time na need ko to mapanuod kaya yun may timing lang tlga, yung super newbie ako d ko pa to pinanuod e d ko magets haha
@BritxSui
@BritxSui Жыл бұрын
Yes, yes. Happy to hear this, Boss Van! 🙌🏻
@moiraphilyn
@moiraphilyn 3 ай бұрын
this is so helpful for me. Thank you boss up ph!
@BritxSui
@BritxSui 3 ай бұрын
Yay! Glad this helped, Boss Moira 🤍🤗
@Mariangeliq0830
@Mariangeliq0830 6 ай бұрын
Very detailed Boss!🎉 Thank you so much Boss you are so generous thank u for sharing the knowledge ❤
@BritxSui
@BritxSui 6 ай бұрын
You're welcome, Boss Maria 🫶
@mariasocialsavvy
@mariasocialsavvy 2 жыл бұрын
Thanks Boss! Saw this link on Facebook story.Awesome topic!
@BritxSui
@BritxSui 2 жыл бұрын
Yay! Thanks, Boss! Hope you learned something from this tutorial! 🙌
@colcol12
@colcol12 Ай бұрын
Thank you! Your videos are very helpful talaga.
@BritxSui
@BritxSui Ай бұрын
Yay! Glad to know Boss Col 🥰 Thanks for watching 🤗
@ratsadatv4851
@ratsadatv4851 2 жыл бұрын
Napakalaking tulong nito☺ Thank you so much☺
@BritxSui
@BritxSui 2 жыл бұрын
Glad to hear that this is helpful for you, Boss! Happy learning! ❤
@GerlieCecilleRubillar-v2i
@GerlieCecilleRubillar-v2i Жыл бұрын
Dami kong natututunan sayo, Boss! Huhu and now I'm already talking to a potential client. Sent you a message about the Client Welcome Packet Template po!
@BritxSui
@BritxSui Жыл бұрын
Yay! Thanks, Boss Gerlie. Sent a response 🤗
@mayalippert2046
@mayalippert2046 7 ай бұрын
Great video! Great tips from the expert!
@BritxSui
@BritxSui 7 ай бұрын
Thank you, Boss Maya ☺️
@maika9659
@maika9659 2 жыл бұрын
eto yung hinihintay ko huhu thank you so much!
@BritxSui
@BritxSui 2 жыл бұрын
Happy Learning, Boss! Don't forget to take note the key points ❤
@CresciaEllaneSiguan-pe6ls
@CresciaEllaneSiguan-pe6ls Жыл бұрын
Hi Boss! Helpful to the highest level. By the way I sent you a message. Thanks!
@BritxSui
@BritxSui Жыл бұрын
Thanks for watching, Boss Crescia ☺ Response sent 🤍
@katherineSMM01
@katherineSMM01 Жыл бұрын
So Helpful Boss. Thank you!
@BritxSui
@BritxSui Жыл бұрын
You're welcome, Boss Kath! Glad this was helpful to you 🤗🤍
@ellavateyoursocials
@ellavateyoursocials 2 жыл бұрын
Thank you po for sharing about this. 💜
@BritxSui
@BritxSui 2 жыл бұрын
Hope this helps, Boss Ellie! Thanks so much for watching 🤗🙏
@sanda.mktgsoln
@sanda.mktgsoln Жыл бұрын
Sooo helpful! Thank you!
@BritxSui
@BritxSui Жыл бұрын
Glad this was helpful, Boss! Thanks for watching!
@itscharlesmedia
@itscharlesmedia 2 жыл бұрын
Ganda talaga ni cras
@BritxSui
@BritxSui 2 жыл бұрын
Thanks for watching, Boss! 😀
@carmelverse
@carmelverse 2 жыл бұрын
THIS IS SO HELPFUL
@BritxSui
@BritxSui 2 жыл бұрын
Glad this helps, Boss 🙏 Thanks for watching!
@vanhazelmulig8458
@vanhazelmulig8458 2 жыл бұрын
Hello po! are you perhaps planning on making a tutorial about legal things in freelancing like contracts, taxes, payments, etc.? very useful content, boss sui! thank you for the videos 😊.
@BritxSui
@BritxSui 2 жыл бұрын
Hi Boss Van! For the payment/invoicing tutorial, here's the link, Boss: bit.ly/invoice-waystocreateandsend I'll be saving the other content you've mentioned sa content list, Boss. Thanks so much for watching 🤗
@lykabradecina2391
@lykabradecina2391 Жыл бұрын
Thank you, Boss! Boss can you teach naman po us or give us tips about sa pricing? para alam namin if dehado ba or tama lang yung pag price. salamat po
@BritxSui
@BritxSui Жыл бұрын
Hi Boss Lyka, here's our pricing guide playlist, Boss. Hope this can help 👉🏻 bit.ly/how-to-price-your-service
@lykabradecina2391
@lykabradecina2391 Жыл бұрын
@@BritxSui thanks po boss sui 💖💖💖
@AaronMecua
@AaronMecua 11 ай бұрын
Thank you Boss ^_^
@BritxSui
@BritxSui 11 ай бұрын
Sure thing, Boss Aaron. Always pumped for you 💪
@angelicaterante604
@angelicaterante604 Ай бұрын
Hi Ms. Britx i would like to ask kung my video na din po ba kayo on how to create SMM Packages and Services? Sana masagot ung question ko.
@BritxSui
@BritxSui Ай бұрын
Yes, Boss Angelica ☺️ You may check it out here po 👉 𝐇𝐨𝐰 𝐭𝐨 𝐏𝐫𝐢𝐜𝐞 𝐘𝐨𝐮𝐫 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 bit.ly/how-to-price-your-service
@eamorta3951
@eamorta3951 9 ай бұрын
Hello po just starting mag smm po. Wala pa po akong client kasi nacoconfuse po ako ano po yung tamang steps 1. Send portfolio 2. If interested c client, send services and pricing guide 3. If nag avail na c client ng services, welcome packet po ba ang sunod or Discovery call? Sana masagot po. Salamat
@BritxSui
@BritxSui 9 ай бұрын
Once nag-avail na si client, send the onboarding kit, Boss, make sure to include the invoice and contract to close the deal. Then after magpay and sign ng contract, start na ng work 😊
@justagame8761
@justagame8761 10 ай бұрын
mauuna pla yung invoice payment, sana napanood ko to before ako nakipag deal sa isang local client ko, gnito kasi nging process namin ms. sui, 1. client contacted me (friend of mine) kasi alam nyang marunong ako mag edit ng pics and vids (wala pa ko idea about smm that time) 2. verbal dea;/contract ( kung ano ggawin ko2x a day ang post - post, story, reels, then yung rate which is super baba base sa mga nakausap ko) 3. payment (after a month of my work na) then, may mga ginawa ako for the client na hindi part ng contract nmin, like creating the logo, editing vids for the ads and replying to the e-commerce
@BritxSui
@BritxSui 10 ай бұрын
Okay lang din na after task na ang invoice if beta client/super kakilala mo na yung client, Boss 😊 But yeah, if possible, ganito maging onboarding process para clear on both sides yung deliverables, timeline, etc. 😊
@chahela656
@chahela656 8 ай бұрын
Hi .thanks for your helpful content Can you tell me please the names of all the templates that i need as a social media manager because i am comfused 😢
@BritxSui
@BritxSui 8 ай бұрын
Not really required, Boss. You can proceed without a template. Mas mapapabilis lang if meron ka na nakaready. First, proposal template or portfolio. To welcome the client, you would need a Welcome Packet. While working with them na, you might need a content calendar template and analytics report template.
@JecelleEstimada-xm2vx
@JecelleEstimada-xm2vx 2 ай бұрын
Hello Coach! Mayroon ba video for contract agreement or how to create.
@BritxSui
@BritxSui 2 ай бұрын
As of now, no video yet about contract, Boss. But you can get a template for free on Google or you may check them out here po👉 bossedupph.com/product/welcome-packet-template/
@shine_bookworm1227
@shine_bookworm1227 Жыл бұрын
hi po it's me again hehe, Naiintidihan ko na po kung paano yung onboarding process, pero gusto ko lang po sana malaman kung ano po yung mga dapat itanong sa client bago yung onboarding po, like kung paano makukuha kung ano yung specific na bagay na gusto nila ipagawa saiyo o kaya naman po kung ano yung mga plano po nilang gawin, thank you po
@BritxSui
@BritxSui Жыл бұрын
Hi Boss Shine 👋 You can ask them about those thing during your discovery call, Boss. This video might help 👉 kzbin.info/www/bejne/naqqmIyugpuhi68
@Rinnnnnn17
@Rinnnnnn17 Жыл бұрын
How about the contract Ms. Sui? Dapat meron munang contract before sending this kind of welcome kit? 🙂
@BritxSui
@BritxSui Жыл бұрын
Yes, Boss Irene. Dapat all good na contract and invoice payment before mag-onboarding 😊
@JecelleEstimada-xm2vx
@JecelleEstimada-xm2vx 2 ай бұрын
@@BritxSuimy link pi for this?
@aliceindramaland4169
@aliceindramaland4169 2 ай бұрын
​@@BritxSuimay vid po kayo pano gumawa ng contract?ty God bless
@SoundOfHeartMelody
@SoundOfHeartMelody Жыл бұрын
hi miss sui, tanong kulang po if iba papo ba yuong first invoice payment na nerequest mo kay client sa 50% first billing payment na ererequest mo ulit? ahahah sensya na po medyu naguluhan lang po. im in this part napo kase ng marathon ko sa iyung mga video.😅😅
@BritxSui
@BritxSui Жыл бұрын
Hi Boss, same lang. 😊 The first invoice is yung initial payment ni client 🤗
@SoundOfHeartMelody
@SoundOfHeartMelody Жыл бұрын
@@BritxSui ahahah i see thank you for clarification. bali kung baga advance muna po iyun for every payment nya or the client po. 😌😌
@BritxSui
@BritxSui Жыл бұрын
yes, Boss 😊
@StrayPets_AnimalsPH
@StrayPets_AnimalsPH 2 ай бұрын
Hi sui is this pdf form when sending to a client or just jpg?
@BritxSui
@BritxSui 2 ай бұрын
Hi Boss, PDF po so that the client can click the links 😊
@hiyakota3452
@hiyakota3452 6 ай бұрын
Hi Ma'am!! Planning pa lang ako maging VA graphic designer sana 🥺. May tanong po ko. Paano po kayo nagiging updated. Like sa mga terms used sa VA like ayan po "WELCOME PACKET" nabasa ko lang to somewhere kaya ako napa search kasi unfamiliar siya. Ask ko lang po pano po kayo nagiging updated sa mga needs,applications or software para alam mo rin ano maiooffer mo. Clueless po ko sa ganto 🥺
@BritxSui
@BritxSui 6 ай бұрын
Hi Boss Hiyakota, you may join freelancing groups, Boss. Doon sila nagsheshare and introduce ng new concept and tools about freelancing. Then, once magshare sila ng something you're new about, use Google and KZbin to research more about those 😊
@chancruz3470
@chancruz3470 2 жыл бұрын
Miss Sui, meron po ba kayong tutorial pano maghanap ng client directly? Hirap ako maghanap ng client ko for social media management
@BritxSui
@BritxSui 2 жыл бұрын
Hi Boss! You may start sa Facebook groups to look for direct clients. You may also optimize your social media profiles to generate leads. Here are some tutorials that might help, Boss: 👉 𝗛𝗼𝘄 𝘁𝗼 𝗚𝗲𝘁 𝗢𝗻𝗹𝗶𝗻𝗲 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 bit.ly/howtogetonlineclients 👉 𝗬𝗼𝘂𝗿 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗮𝘀 𝗮𝗻 𝗢𝗻𝗹𝗶𝗻𝗲 𝗙𝗿𝗲𝗲𝗹𝗮𝗻𝗰𝗲𝗿 bit.ly/onlinefreelancer-socialmediaaccounts
@broedubaloja
@broedubaloja 9 ай бұрын
Question po. Para saan yung invoicing before onboarding? Security fee?
@BritxSui
@BritxSui 9 ай бұрын
Para smooth na yung process, Boss, and no need na magworry ka if scam si client or not. Kahit percentage lang like 50%. Then pagkaonboard, diretso na sa pag gawa ng tasks.
@thesefacts8142
@thesefacts8142 2 жыл бұрын
Usually ani po seni-send during pitching? Ito po ba yong proposal mo sakanya? And when po usually nangyayati yong discovery call?
@BritxSui
@BritxSui 2 жыл бұрын
Hi Boss! Yes, sa pitching, usually it's a proposal written in the form of cover letter, Boss. Discovery call happens when nagkainterest na si client sa service and you'll hop on a call to see if you can help them and if you're fit to work together.
@thelmaviloria2023
@thelmaviloria2023 Жыл бұрын
Bakit hindi ko alam to as a Virtual Assistant SMM along with other unfamiliar tasks/dos/apps. Nagtraining naman ako 😅 Ang dami kong namiss opportunities. Magkno po yung template?
@BritxSui
@BritxSui Жыл бұрын
Thanks for watching, Boss Thelma 🤗 You may check out the template here, Boss 👉🏻 bossedupph.com/product/welcome-packet-template/ 😊
@itsgift7274
@itsgift7274 2 жыл бұрын
Do you have free template of contract po? Thank you 😊
@BritxSui
@BritxSui 2 жыл бұрын
Hi Boss! We do have a contract template though it is not for free, Boss. It's now included in our Client Welcome Packet Template ☺
@DinaAlviza23
@DinaAlviza23 2 жыл бұрын
acer aspire 5 a515-56 53rz or hp 15s? Which one is better po for Virtual Assistant? TIA!
@BritxSui
@BritxSui 2 жыл бұрын
Haven't yet tried these, Boss. But this video here might help you choose: 👉 kzbin.info/www/bejne/ipe8on5ojc5jn6s
@StrayPets_AnimalsPH
@StrayPets_AnimalsPH 2 ай бұрын
Sui i have question sana masagot,dami ko ksi inask wala nmn dn sasagot If the client will send money from wise to my local bank? Do i need to give my exact address for that? Saan ako nakatira? Or address lang ng bank mismo pag papasahan ko pera? Na notice ko ksi iba iba address bnbgay sa local bank imean iyong pinaka main ba or saan ako kuha ng fund? Sana masagot thankyou
@BritxSui
@BritxSui 2 ай бұрын
Hi Boss :) For transfers to bank accounts, the client would need your full name, address, bank name and 6-18 digit long bank account number And SWIFT code po ng bank. Here's an article that you can read po to know more details about receiving money via Wise👉 wise.com/help/articles/2932333/guide-to-php-transfers
@StrayPets_AnimalsPH
@StrayPets_AnimalsPH 2 ай бұрын
@@BritxSui thankyou!
@dianamarieberatio8878
@dianamarieberatio8878 2 жыл бұрын
hello po! same lang po ba ang welcome client pack sa proposal po na isesend after ng discovery call po? may video din po ba kayo how to conduct discovery call po? thank you po boss!
@BritxSui
@BritxSui 2 жыл бұрын
Hello Boss Diana! It's different, Boss. Proposal is sent sa hiring process to convince the client to hire you sa team. The welcome packet is sent after you get hired. For the discovery call process, this video here might help, Boss: 👉 bit.ly/onlineinterviewguide
@cylmirrabaldado4729
@cylmirrabaldado4729 2 жыл бұрын
Saan niyo po e lalagay ang mga ganito? Sa drive po ba? Or google docs? And need po ba editable?
@BritxSui
@BritxSui 2 жыл бұрын
Hi Boss Cyle! The digital product is editable. Sa Google drive ang links. But if isesend kay client, you may send it to them nakaPDF boss, they do not have anything to edit sa onboarding kit. Thanks for watching, Boss 🤗
@thesocial_blues
@thesocial_blues 2 ай бұрын
How to onboard clients as EA?
@BritxSui
@BritxSui 2 ай бұрын
Could be the same process, Boss ☺️ change lang po ng details about sa deliverables and list of tasks, the timeline, etc.
@Veronica-k9d7f
@Veronica-k9d7f Жыл бұрын
could we still get the client welcome packet po?
@BritxSui
@BritxSui Жыл бұрын
Yes, yes, Boss ☺️ Just message us here for the discounted price: 👉 m.me/bossedupph
@viennaeliseannemaranon5043
@viennaeliseannemaranon5043 2 жыл бұрын
Ito po ba ung tinatawag na portfolio?
@BritxSui
@BritxSui 2 жыл бұрын
Hi Boss Vienna! No, Boss. Portfolio is being asked by the client while you are applying for the job. This one, you will be sending this once you closed the deal and the client agreed to work with you already, Boss 😊
@morrissanantonio1440
@morrissanantonio1440 2 жыл бұрын
D pa po ba saturated ang mga va ? Balak ko po kasi sana mgaral thankyou for response
@BritxSui
@BritxSui 2 жыл бұрын
Hi Boss Morris! It is. But there are also lots of businesses who go online now. I think this is the best time to venture into online freelancing. Rooting for you, Boss 💪
@ericinterno4536
@ericinterno4536 2 жыл бұрын
Hi ask ko lang po if alam niyo po paano gumawa ng client porta?
@BritxSui
@BritxSui 2 жыл бұрын
Hi Boss Eric! No video about it yet, Boss, but this article might help: 👉 www.zendesk.com/service/help-center/client-portal/
@ericinterno4536
@ericinterno4536 2 жыл бұрын
@Britx Sui Thank you so much po 😁
@StrayPets_AnimalsPH
@StrayPets_AnimalsPH 2 ай бұрын
Hi how much this one
@BritxSui
@BritxSui 2 ай бұрын
Hi Boss, for the discounted rate, you may message us po sa page 👉 (m.me/bossedupph)
@greenbean777
@greenbean777 2 жыл бұрын
Is the client welcome packet template for free?
@BritxSui
@BritxSui 2 жыл бұрын
No, Boss. But you may avail it at its discounted rate by messaging us the discount code: BUP-WPT
@AprilLalas-Balanga
@AprilLalas-Balanga Жыл бұрын
pahingi po copy spreadsheet. hehe
@BritxSui
@BritxSui Жыл бұрын
Sure thing, Boss April. You can message us sa page m.me/bossedupph for the discounted price 🤗
@VIBES100Msubscribers
@VIBES100Msubscribers 2 жыл бұрын
what's client review WP po on 13:13?
@BritxSui
@BritxSui 2 жыл бұрын
Hi Boss! The client will check and see the details inside the Welcome Packet ☺
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