We made this checklist for new client onboarding so that you, ... Access to social media accounts 6 Access to Google Analytics data 7 Affiliate information Determine a deadline for receiving back the marketing and media resources and record the exact date in the form field below. This means establishing a clear process for factors like reputation management and audience engagement, including answering user comments and checking messages to the social media profiles. Whether you're selling a service like graphic design or marketing, or a product like a software subscription, onboarding is essential for ensuring the relationship runs smoothly from the beginning. There are entire conferences devoted to teaching companies how to attract A-level talent this way; experts are pushing out blog posts and articles all the time; and consultants are framing entire businesses around training companies to use social media … Even if it’s the case, this session will help you confirm and clarify what you already know or are unsure of. Client Onboarding Checklist. Establishing a solid onboarding process involves gathering the bulk of information beforehand. By utilizing Facebook’s “Partners” admin access level, you can ensure your client retains full ownership of the social media profiles, and that your agency can access each page as a “Partner.”. Once you have access to all of their social media profiles: The ultimate goal of the audit is show where the holes in their current strategy are. What can your brand do that theirs can’t. At the end of the day, taking on a client’s social media accounts takes a lot of trust and communication between your client and your agency team. Not only will this give your agency team basically all the access it needs to manage the page, but it will also make handing back account control significantly simpler if (for whatever reason) it’s time to turn the keys back over to the client. When it comes to social media tools, we prefer Buffer. Your client onboarding checklist for social media clients will take time One of the main reasons you should charge a setup fee for new social media clients is that you value your time . First, you need to learn all about your client. Home Blog social media videos 5 Steps to Improve Client Onboarding for Your Agency, Sandra Chung Researching their industry involves looking at everything that affects them externally, from trends and competitors, to identifying influencers. Forgot to ask for that one image? Social media is … 1937 W Palmetto St. #102 Florence, SC 29501 (843) 773-9900 Whether you’re a social media marketing consultant or agency taking on a new client, or a business that’s outsourcing your social media marketing, the proper transfer of assets and key information about how online marketing should be handled is a necessity. … As with so much in life & marketing, the key to a successful onboarding process is having a plan. By knowing ahead of time what pitfalls may still lie ahead, you may just save yourself some heartburn when the posts start flowing. While it may be tempting to jump right into a client’s social media accounts and start scheduling posts, you’re probably better off taking a step back and asking the big questions, like: Getting started on social media onboarding without knowing where it is you’re going is a little bit like jumping on a train before the tracks are built: you may be able to get some momentum, but it likely won’t lead you where you want to go, or at the speed, you want to get there. Onboarding Clients. It is. For scheduling, FlypChart will do the job. Additional resources include: Client Onboarding Checklist … Social Media Client Onboarding Workflow Read More » It includes addressing any questions they may have, making sure they feel like they’ve made the right choice by coming to you for their needs, and helping you prepare to complete the work you agreed to in your scope of work plan. But at the end of the day, it doesn’t matter how comfortable you may be with social media, or how much experience you have on the platforms. At the end of the day, the social media accounts belong to the brand itself, not to the agency. Grab This Free Client Onboarding Checklist --- http://bit.ly/client-on-boarding-checklist Congratulations! Sounds simple, right? While the old “here’s the login information, have a blast” method may work for some brands—and, to be honest, is still the best way to go about managing a brand’s Twitter or Pinterest accounts—many social media platforms now allow for specific “partnership” permission levels that can make the onboarding process safer, easier, and more efficient. Using social media for onboarding. Take time to keep tabs on main competitors, and use social listening to watch for new entries into the market. That’s why it’s so important to establish a clear plan for communication during the social media onboarding process. Where do your audiences overlap? It is, after all, a very good place to start, particularly since so many companies seem not yet to have started doing even the simple stuff when it comes to leveraging social media for onboarding. You’ve just been assigned your very first client at your agency. What benchmarks can we use to compare performance moving forward? Source: Fanart This tool will allow your client to share their login information with total control of access. If the client doesn’t want to share their passwords with you, I recommend using LastPass. Using social media does promise ease and accuracy in obtaining data from the client which can then be distributed to the correct channels to warrant an effective onboarding process. You may already have a good selection of monitoring, publishing and analytic tools at your disposal. This may include information like what their previous social media pitfalls have been, or what ideas they’re bringing to the table now that they’d like to try moving forward. Researching their industry involves looking at everything … How will you know you’ve achieved it? That’s why it helps to take the time and do it right… and why it’s worthwhile for brands to choose an agency partner with the experience to make the right choices. Shopping. Get your 14-Day Free Trial (no credit card required) Then this is for you! You can also find her writing on various marketing blogs such as Social Media Today, Hubspot, G2 Crowd, and more. Why a Social Media Marketing Onboarding Process Is Important. It will also minimize the chances for errors and make you come across as very prepared. Research the industry and competition. 37.00. Look, it’s not hard to understand why—these days, social media has become something of a second nature for a wide variety of marketers and their customers. Client onboarding (or customer onboarding) is the process of welcoming or introducing new clients to your company. For instance, “does an investment bank really need to be on Snapchat?” (The answer is, if that’s where their target audience is engaging with them – then yes!) Standing out means knowing what your clients’ competitors are doing, and doing it better. A great way to give your clients’ visibility of their blog, social, and email activity, as well as letting them approve content before it gets published. Time feedback sessions to key milestones in your client’s journey. Get social media resources and tips in your inbox weekly. Whether you conduct the first meeting in person, on a call or via email, be sure to gather the following key pieces of information: Chances are, you’ve already done some research so you may already have this information. You should then base your strategy around the potential opportunities for improvement. Copy link. That makes it critical to stay consistent and on-brand with your visual and creative assets across all posts and platforms. Investing in human-centric processes like a discovery-minded onboarding and a client management model that prioritizes their success can pay off for all agency models, ... Join 70,000+ professionals and become a better social media marketer. ... Social Media Marketing video, photos, etc. That helps get us set up for success early, and stay on the right path with clear communication. While each person who touches the brand is going to inevitably leave their own unique mark on the tone and style of your messaging, too much inconsistency can be a bad thing. The first 90 days of the customer experience is the most fragile, as well as the most impactful. Note: We’re focusing on social media clients, but the same steps will apply in any field. 10 Strategies to Scale Your Digital Marketing Agency in the New Normal, SEO Content Writing: How to Optimize Your Content For Search Engines, 7 Must-Have Tools to Create Better Client Reports While Saving Time, 7 Reasons Your Business Needs Experiential Marketing, Researching an Audience to Make Engaging Video Content, Make a checklist of what needs to be done for the process, Decide how often you will check in with the client, How frequently they post on each platform. A well designed client onboarding process will get your agency off on the right foot. And if you don’t, do some research on which tools would be the best fit for your client and for your project. ... social media management, Pay Per Click, Online Reputation Management, Email Marketing, Web Design and Proximity Marketing. 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