My Exact SMMA Client Onboarding Process

[@JordanPlatten]

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[@sunnygupta9154]

00:00 Onboarding clients is crucial for any service-based business 01:48 Make communication with clients easy and frictionless 03:28 Always take payment upfront to avoid unpaid work 05:12 Sending an onboarding email is crucial 06:50 We use Google Drive to collect content from clients. 08:31 Clear communication, regular updates, and overall strategy are key to our client approach. 10:05 Clear communication is key in the onboarding process 11:38 Building strong relationships with clients is key to success in service-based businesses. Thank you

[@SuzetteKhiba]

Thank you

[@emiraslan8441]

man i was stuck running against an invisible wall, this video has just lifted that wall up for me thank you so much!!

[@ShielaSimonetXo]

Woah! This is just perfect and great timing! I've been redoing my SMMA systems and I'm now on my Onboarding process. Glad that you mention, client communication! I've been considering if I should use slack for client communication. You are so right about WhatsApp! I use this too with my current client and our communication is so much easier. Thank you for sharing so much value! 🖤🖤🖤

[@Ricky-G99]

This video just came in the right time 🙏

[@louie.larios]

Found your channel and I’m hooked! Thank you for all you do and help 😊

[@JordanPlatten]

Glad you're enjoying the content!

[@fathulbariofficial]

These are some really practical ways. Although I am not in a position where I can relate to this, but I am sure I am gonna need to use these tips in couple of years. Thanks for sharing sir ❤️

[@bestetinosabiz]

hey man. How's your jorney?

[@carlosalvarado6237]

Bro i needed this! Thank you!

[@Justin_RKay]

Wow! I was just about to onboard a client😅this is helpful Thanks Jordan!

[@rafiekgideon]

Perfecting timing Jordan! 😳

[@amanraghuwanshi1960]

I'have a suggestion, google have introduced a new chat feature in Gmail, we can easily make a chat room and join our team and clients, everyone don't have whatsapp but everyone have email.

[@bruv43]

But not everyone, has Gmail.

[@bwillow_]

needed this transparency👌ThanQ!

[@Worksapce.Ventures]

You are the best, thank you!

[@thekaratesuit]

i've been using whatsapp rather than email for this exact reason

[@ggunzwebmarketing]

Merci du partage moi aussi c'est cette agence que je lance

[@letsiemapeshoane7830]

exactly what i need thanks jordan

[@chitdigital7057]

Do you have a step by step video showing how to setup the google form, the loom videos and the google drive?

[@lamarmurdock8107]

Just KZbin it

[@dendimaster5528]

you found one?

[@dendimaster5528]

@@lamarmurdock8107 any link please? #

[@chitdigital7057]

@@dendimaster5528 not yet unfortunately

[@pierremakengo4653]

Quick question Jordan - if you use PandaDoc contract payment, how do you set up automatic recurring invoices/billing to the client?

[@arise_n_mind68]

Helpful, thanks brothaman.

[@JordanPlatten]

No problem!

[@khosii.m]

Thank you Jordan, very helpful 🙏

[@JordanPlatten]

Glad it was helpful!

[@rachadballout8087]

Man you are a genius Wow

[@jefffairchild1854]

How did you learn what to say to help a business's manufacturing process in order to consult them on it?

[@maureen_mauryn]

This is great info.

[@vaibhavmore7936]

Very informative 🔥🔥

[@lspr5134]

Do you create a specific what’s app group for each client?

[@JordanPlatten]

Hey, yeah that’s exactly what we do!

[@lspr5134]

@@JordanPlatten Thank you :)

[@MselynMedia]

So do we need to create whatsapp group for each client separately or one group where every client will be communicating? a bit confusing.

[@ThomasPacheco80]

great video! thanks for sharing. I do something very similar!

[@JordanPlatten]

Thanks! That's great!

[@adambatakji5408]

amazing value

[@felixmorris6560]

This is honestly the best video I have seen on the specific process of signing and onboarding a client. As a young person who is starting an agency, I can say that this video has been the most beneficial and informative video I have seen. It has certainly boosted my understanding and knowledge of SMMA and hopefully I can use it to create a successful agency. Thanks Jordan 🙏

[@jakemadonia]

Do you suggest business manager or meta business suite for Facebook and Instagram ads

[@KeithTBrown]

Hey, I'm wondering where to go to get the contracts created and are they dynamic to the customer? Secondly, can you point me to an example of the LOOM videos for the ad account walkthrough. thanks!

[@Ikiramedia]

Hi, were you able to lay eyes on one of these Loom videos for the ad account walkthrough? I would also love to see.

[@noahthornton5583]

How does the client communication guide work? Thanks.

[@apexvadeor3670]

I need the contract

[@tylerdrury9345]

So we’re not getting billed on ad spend? What do you mean by that? I thought it a client pays me 2k (1k service 1k ad spend) then I use that 1k for ad spend?

[@JordanPlatten]

Check this pricing video out, this should give you more clarity 👍 m.kzbin.info/www/bejne/gJXNemSgpZJ9gqM&pp=ygUJI3NtbXNjYWxl

[@tylerdrury9345]

@ appreciate the response my man, will do

[@Anton-vc8ii]

If the clients Business manager isn't Verified, how do they get it? or do we as an Agency do it for them?

[@smorisch]

What do you tell clients who don't know who their personas are? I run into this All the time. I usually end up analyzing their accounts to figure out basic persona characteristics.

[@jasonsmith5590]

Jordan what version of whats app do you use? Is it Whats app Bussines or API?

[@tehgringe]

I would suggest WA Business, the API is for much larger organisations where as Business is ideal for 1-1 customer comms. If you need more than one user/agent to access the account, then Business API is what you would then go for. Solo operator use Business.

[@JordanPlatten]

Just the standard WhatsApp app!

[@mourwaldhukpour1079]

Need a contract for SMMA. Don't know where to get it.

[@RaoulSharvin]

Joel Kaplan

[@gleerious]

If you have a media buyer do you put them in the whatsapp group as well or not?:)

[@JordanPlatten]

I guess if you know how it works and you can answer the concerns promptly and properly, no need to add other people on whatsapp group. But, it can also be beneficial to add them... first hand reporting👌

[@jakepowell850]

Where can I get the contracts can you do a walk through

[@JordanPlatten]

right now, there's a lot of sample contracts available online 👌

[@nathaliacsdr]

Hi there!! what is the name of the website you use to make the contracts?

[@JordanPlatten]

You can try PandaDoc, and there's a lot online :)

[@danielakbari3447]

I usually do the "questionnaire" during our meeting. Is that wrong?

[@JordanPlatten]

Hey Daniel, nothing wrong with that dude, but this structure here is what has worked insanely well for me, which is why I recommend it.

[@Saul-lw2xo]

Does somebody have a template for a contract?

[@dendimaster5528]

looking too

[@Zeeshan460]

Lmk please

[@azzy729]

What a banger

[@abdullahdanish7908]

Whatsapp group is a great idea😅