New Client Onboarding Process | Freelance Social Media Manager

Sharing my new client onboarding process for social media management clients, plus my new resource with 20+ templates for your freelance social media management business! Get the Social Media Manager Toolbox: latashajames.com/social-media...
Get 50% off HoneyBook: share.honeybook.com/latasha
OTHER TOOLS MENTIONED IN THIS EPISODE:
and.co/
www.waveapps.com/
www.hellosign.com/
www.lastpass.com/
FREE social media manager starter kit: bit.ly/thesmmstarterkit
JOIN the Freelance Friday Club for one-on-one support, group chats, and monthly masterclasses: freelancefriday.club/
✖ WORK WITH ME
»»» Social Media and Online Business Courses
courses.latashajames.com/
✖ LET'S KEEP IN TOUCH
» podcast: the freelance friday podcast
bit.ly/freelancefridaypodcast
» instagram: @thelatashajames
/ thelatashajames
» twitter: @thelatashajames
/ thelatashajames
» facebook group: the freelance friday podcast community
/ microinfluencermarketing
» business email: [e-mail]
SUBSCRIBE for weekly videos on life as a social media manager, entrepreneurship tips, Detroit lifestyle, and travel: goo.gl/3Klxj9
✖ DISCOUNT CODES
» TubeBuddy is a must-have service for KZbinrs: tubebuddy.com/latasha
» Monetize your product links with Skimlinks: go.skimlinks.com/?id=67873X151...
» Get 50% off your first 6 months of Quickbooks Self-Employed: fbuy.me/fumsv
☽ video is not sponsored.
#SocialMediaManager #Freelancer #Entrepreneur

[@iamshellin_]

1. Have a contract. 2. Send an invoice. 3. Create a Client Questionnaire. 4. Get account access. 5. Give a clear scope and timeline. Thanks, Latasha! You always give valuable information. You are a blessing to aspiring SMMs!

[@leahsullivan5751]

Your videos are always soooo packed with info! Thank you!

[@lindal6237]

You’re my fave!! Always come back to your videos. Thanks so much girl!

[@melodeendigaye]

Can I just say that I REAAAALLY appreciate and value the content that you share!? I've never left your videos without learning something new, or being confirmed in the fact that I'm on the right path. Thank you for sharing

[@thelatashajames]

Thank you so much for the kind words, Melodee! I needed that today 🤗

[@shukriabdi4271]

I swear I could not agree more. I have an entire degree in PR but no one ever broke it down like this!! She really is doing God’s work

[@geninebarnard3868]

Thank you as well! I am just starting out with SM management & your videos are helping me a lot :)

[@Licaanswer123]

agreed. I've learned a lot!

[@desiree139]

Every time I watch your videos, I learn something new! Keep up the great content Latasha 👍🏽

[@happinessehis5730]

This is a whole masterclass. Thank you so much. Very helpful

[@sashabriellle]

I am binge watching your videos and you are so thorough! You can just tell you are operating in your life purpose because teaching comes so naturally to you. Thank you for your content and information!

[@KylaString]

Thank you for being so generous with your knowledge and tips!! Super helpful as I start out.

[@ClarinetsForever223]

This was PERFECT timing! Thank you.

[@kayh1716]

Your content is always so useful, easy to follow and authentic - really helpful for a first-time freelancer! Thanks so much.

[@dafnenavarro7080]

You are Amazing!! My youtube teacher! Thanks for all of your vids, they're really helping me with my business. Sending you love and abundance from Baja, México 💚🌵

[@emilytewater6970]

I have to just say that I appreciate the content that you share so freaking much! As someone launching their smm business soon, and who doesnt have a ton of capital to use to startup by taking $200 courses, these videos have literally saved my butt! I will definitely be getting the toolbox at a later stage! Thanks so much again :)

[@euphonicdoll]

I found your videos a few days ago and every time I come onto youtube I see a video of yours I need to watch. VALUABLE CONTENT. Thank you.

[@zuzana.miraka]

thank you for sharing the step by step process. Always so helpful 🙏🏻

[@sharonasmith7739]

Your videos are always very informative. I love it

[@camillabrandao_ads]

You provide such an amazing. content! Thank you!

[@ilysorganic3058]

Love your videos. As usual very helpful. Thank you

[@TheLillyPierce]

This was succcchhhh a good, informative video. Best I've seen in a while, thanks so much, already so helpful! Gonna try and purchase the toolbox as well! :)

[@GrowWithWill]

You are only as good as your systems -- it's always helpful to outline standard operating procedures for anything you have to do more than once.

[@gabriellerosa_]

amazing content. I learn something new every video thank you so much xx

[@ethomascreative]

This is so thorough. Thank you!

[@Naswillshine]

This was the most straightforward thing ever. Thanks thanks thanks !

[@kavadiKagirinai]

Happy to see this type of content 💚

[@vibrantmoves9103]

Thank you for always being such a great help 🙏🏽

[@thelatashajames]

Happy to help!

[@jaileenpamela]

New favorite channel

[@dirtstyles]

This is a great video, full of very useful information for freelancers, many thanks :)

[@SixJana]

I think I have watched this one 3 times already haha, so helpful!

[@thandomalik7141]

This is so awesome, sending in final documents to a client ready to work and this couldn’t have come at a better time... 👍🏽

[@thelatashajames]

Awesome, I hope it's helpful! 🙌🏽

[@vybeproduction426]

Sweet Video! needed this today! thank you...

[@ardellnicoespiritu9876]

Thank you so much for your content. I super love your voice.

[@EffnCrisp]

Hi Latasha, Loved how you break it down and explained this. Although, it would help us alot, if you could share the questionnaire document just so that we can get an idea.

[@fernandaaltamirano4377]

You're the absolute best!! thank you!!!

[@ramontarruellasinternetmar565]

Your videos have very good information, I like them!

[@thelatashajames]

Thank you! 🙌🏽

[@ThenCameRoatan]

thank you so much, this info is right on time for me!

[@isntlifebetter]

oh my gosh!!! Thank you for telling me about LastPass. I have always been scared about hacking

[@chrisduncanbus9101]

thanks for this video this term onboarding client keep poping up did not know what it meant also like client survey idea👍👍👍👍

[@fafaflaviabotelho]

Hey Latasha! Love your content! Could you please make a video about how you charge for your services and if you group your services into categories and set a monthly price when offering services on that category, for example. What do you include, what do you exclude, what is mandatory and what is optional (planning, strategy, copywrite, graphic design, manage chats, etc) and how that impacts the price. Another example: do you set a limit of posts per week depending on the monthly fee? How do you manage overwork on a project that might not pay you enough for the hours you're actually working?

[@ForevaABBIEx3]

I believe she has a video on that already (on pricing). I love the rest of your suggestions and would look forward to those videos as well!

[@luckygirlceo]

This ! Thank you 🙏

[@thecommunicationschic3373]

Omg!! So getting the toolbox!!!!

[@thelatashajames]

Yay!!

[@Bizcoachneha]

I am sure this is the best one👍

[@alvinreysuplac8551]

Really helpful

[@bycamil-5671]

I am not going back to college i just learnt more during this video that in my marketing school 😅

[@tuckerhigley6997]

I use wave as well. Great due to the fact that there is no monthly fee

[@ablescott2854]

Hello Latasha, Awesome video, and great resources provided. Thank you. I subscribed to Honeybook for the On boarding questionnaire, Just not sure how to begin creating it in Honeybook. Are you able to instruct me? Blessings.

[@Tiffanyslocjewels]

Latasha, what camera and lens do you use? It’s so clear. Thanks

[@jaimeamanda4147]

Could you share more info on how clients share their accounts on Lastpass?

[@discosphinx]

I just got hired to work with my first social media client. Yay! I am so new at this. Question: Do we need their social media passwords to log in and post? Or do we send posts to google docs for them to review and THEY post it? Ya, I am that new. Help!

[@CJ-ASMR-]

How do you organize all of these files ? thanks!

[@JadeTrading]

👇Latasha fans attendance💛

[@anthonyjohnson3938]

Hello, I have a wedding business and I am curious if I can use my SMMa contract with tweaks as a guide to create my wedding contract

[@normalizboringsportscards4181]

ThX

[@ciscoatthedisco5095]

What lastpass plan should one get as a social media manager? Would the free plan work or should I get a different one?

[@ul8ra]

I was so lost on LastPass when I tried using it. 🥴 would you be open to doing a short or video on this?

[@Jocolindres]

Do you have a template for scope and timeline I can purchase?

[@Jocolindres]

so your saying I could ether do add an admin for the passwords or do it through a third party?

[@StiversMediaDesign]

I'm new to HB and own a digital marketing agency. When considering social media management, do you create a new project each month?

[@caitlyntucker8834]

Hi Latasha, I'm having troubles getting the $1/8 Months honeybook.

[@3rdtwirl494]

i nearly had another client but when she shared her fb page i am unable to locate it. so odd. is it because she is in a different country ? even when she shared the link it just wouldnt show on any of my devices. even when googling her

[@sarahmhx]

It's a shame it's not available in the UK 😔 it looks like great software!

[@GeminiCaron]

I have purchased it, It seemed okay?

[@maud1708]

Hi Latasha, is the Toolbox also applicable for EU clients?

[@kianjenkinson9022]

What about people in Australia, Honey book isn’t available to us!

[@fatimaalji7228]

I still face difficulties in requesting the access to my client's account , help me

[@sofiaali1546]

Do you have an on boarding form template? ☺️

[@CMDuhart]

How long should a contract be? one year?

[@MarvellousOlayinka.]

Google forms for client questionnaire

[@ropss16]

What tips would you give to a 14 year old teen who wants to start i am scared about my age😭

[@artinscience7717]

I am from the Ph and the price for the toolkit is too expensive for me huhu, can anyone help get it huhu just learning how to start my freelancing career thank you guys!

[@hunterberg2189]

I couldn't get anything personalised because fiverr policies don't allow you to zoom call or do anything outside their platform. for that reason Im out.

[@appleprieto5350]

Do you still use honeybooks?

[@fdentconsulting1103]

do u do coaching?

[@sulashidayat]

How much do you charge for social media menagement?

[@marietamccune84]

Hey Latasha, what do you mean when you say in the video to "have the onboarding of the new clients down pat?" Am I hearing 👂it right? English is my third language & I am a translator. t is just bugging me that I do not know how to translate this word combo. I never heard it before. Does it mean to make something cushened/patted? Can I offer to translate the subtitles of some of your videos in Bulgarian 🇧🇬 or Russian 🇷🇺 or Spanish 🇪🇸? You have a great content ☆☆☆🌹☆☆☆

[@thelatashajames]

down pat is a term that means to have something memorized perfectly, or have a system for. hope that helps! :)

[@Bryana.peralta]

Is the tool box only helpful for social media management specifically or could it benefit a more generalized virtual assistant as well?

[@thelatashajames]

Great question! It is specifically geared towards SMMs but you can click the link to view which documents are included, they're all listed on that page. I think a lot of it would also be relevant to VAs (proposal template, case study template, portfolio deck, client welcome kit, etc.)

[@Bryana.peralta]

Thank you!!

[@wholesalebuyerdeals]

Ur so beautiful, great content too, Im subscribing right now

[@TheLway123]

I place my email in for the tool kit and never received it. Is it no longer available?

[@thelatashajames]

Sorry about that, that's weird! If you email [e-mail] I can send it to you!

[@TheLway123]

@@thelatashajames no worries. Technology has a mind of its own lol. I will send an email and thanks for all the gems you give us 🥺💕

[@Jocolindres]

is this after the discovery call?

[@thelatashajames]

Yes!

[@Jocolindres]

@@thelatashajames thank you!!

[@tehreemkhaleq]

Can i get the toolbox now? I've subscribed to your email, but i didn't get it.

[@thelatashajames]

Yes, here's the link! courses.latashajames.com/courses/smmtoolbox

[@JacoryonLarry]

You are beautiful!

[@putmeonentertainment3299]

Is there a way I could just have a link on my ig page to my HoneyBook site

[@thelatashajames]

Yes you can create a scheduling link in honeybook and link that

[@putmeonentertainment3299]

@@thelatashajames how?

[@putmeonentertainment3299]

Rn I bought HoneyBook thinking it was a website builder, boy was I let down… I’m not trying to buy and recreate anything after creating in HoneyBook, all I want now is a way for new clients to click a link that sends them to the workflow (service,question,deposits) ya know, the website u pretty much create just to put inside another website

[@glowmill7855]

This was the most informative video yet! You are so helpful 😊