How do you manage your clients or your team for your marketing agency if they
don't live in the same country or even the same city or state as you? Well in
this video we're going to talk about exactly that so stay tuned here we go
all right welcome back everybody and thank you for joining me my name is
Jordan Steen also known as Cereal Entrepreneur and at my channel we talk
all about starting a marketing agency a personal brand or building a business
online so if you're interested in any of those topics you're going to want to
make sure you hit that subscribe button and the notification bell so you get
updated with all of our future videos our free training our free giveaways that
we do every single week here at my channel so guys the great thing about
this industry is the fact that you don't actually have to work near the people
who are either working in your agency or for your agency and you don't have to
actually live near the people who you take on as clients for your agency now I
do recommend some things first and foremost if you've never worked in this
industry before then you're gonna want to start obviously probably with your
business locally and the reason why is because you need to get your feet up
under you before you try and take on virtual clients but if you are up for
the challenge it is a way for you to take on new business from pretty much
anywhere across the world as long as they have the budget and the means to
work with you virtually so in this video we're gonna cover two main parts or two
main things that you're going to want to consider when building a business that's
going to work with other businesses virtually or customers virtually um and
what you're gonna need to do to also work with the team that you build on a
virtual basis so here we go let's get into it oh and PS make sure to stay
tuned to the end of the video and I'll give you a tool that we actually use the
software that we use to actually manage this process so that we can work with
anybody across the world but also throughout this video we're gonna be
talking about several other tools that we use to complete this job and make
this functional so if you're interested in learning about all of the tools
you're gonna want to pay attention in this video so working with clients on a
remote basis is the first thing we want to talk about it's two main parts and
it's going to be talking about working with the client
side of things and then working with your team and finding people who you
contract out at a cheaper rates that we are able to really grow your business in
the beginning the key with this is to keep your costs low in the beginning
right you don't have a ton of budget to spend and just to throw money away so
you have to make what you have work for you and then everything else you're
gonna have to pick up right so you want to make that budget really work as much
as you can for you and so this is how you're gonna get it done so let's talk
about the clients and what's neat well you know really what's needed to get
that job done so when you're working with clients really if you're working
with them virtually or not the biggest thing that's gonna come into play here
is doing a proper onboarding so that way you get enough information about the
business your ask the right questions you know their past marketing you
understand who their customers are what their you know what their goals are they
trying to drive leads or sales or views or engagement whatever you know what are
they trying to do and that's really what you find out an onboarding call also
what I recommend doing is looking into platforms that are gonna make this
communication process easier so we use first and foremost something like Google
Hangouts or Slack something that is a messenger platform that we're able to
communicate with people also we understand that email is a perfect
platform for doing that too so we make sure that we have our communication
channels with clients open the next thing I recommend doing is in the first
couple of months setting up a bi-weekly call basically where you call them every
two weeks and then get to the point where you're gonna call them at least
once a month and go over campaign goals what their objectives are if anything's
coming up that you need to know about basically to plan out the content for
the month now it's okay to make as many touch points or touch calls as you need
to but I recommend trying not to get to the once per week call or anything where
you're calling daily because that's what the customer begins to expect and as you
grow you won't obviously be able to call that customer every single day so don't
set up with the wrong idea in mind you want them to get used to a service that
they're gonna receive consistently so that way they don't get you know beyond
your expectations or their expectations with regards to what service you provide
so as I mentioned the onboarding process is super important and we actually just
put together a video on that process so check out this video up here in the top
right hand corner some other important things to remember are setting
deliverable dates or basically dates where you expect to have certain
milestones reached or accomplished so if you're planning on generating leads and
you're running an ad campaign then you should tell them hey this month in month
one we expect to generate this many leads after we optimize and collect more
data and make better campaigns in month two we should make this much of return
you know month three should be this month of a return at month four we plan
to increase your budget by this much and you should see this much of a return you
know because setting expectations so that way at least have some sort of
guideline to go by you know with little stipulation obviously leads aren't
guaranteed and your level of marketing experience is gonna have a lot to do
with how much you're able to generate and how way how well your campaigns
perform so question that I want you to answer below have you ever worked with a
client that was basically in another area and the relationship not work out
for you if so what was it that didn't work out or if it did work out what do
you think that you did specifically that helped build that relationship and
really build the ability for you to be able to work with that client being in
another area now the other thing you're going to want to consider when starting
up a business where you plan to work virtually is the fact that you're going
to want to start to hire team mates basically team members or otherwise
known as virtual assistants now the good thing is you don't necessarily have to
hire from people in your country because there might be other countries out there
that have a more affordable rate for you to work out which again is good for you
because it allows you to be able to scale your business quicker because
you're not paying as much to get that work done but like with your clients
you're going to need to know some things to make sure that that process runs
smoothly so here's some things that I wanted to mention that also relate to
the client side of your business some apps and some software that you'll be
able to use that will also relate to the client side and to the VA side of your
business the first thing you're gonna want is something to store all your
documents and things that you'll use to basically build the content the
campaigns for your clients or for your business and what we like to use is
Google Drive and the reason why is because it's super cheap to get
unlimited storage and it allows you to collaborate add and collaborators update
and edit documents together suggest editing create powerpoints do all kinds
of things and it really is the backbone to all of
the information or content that we create for our business so if you're
looking for something to store your documents if you've been looking at
something like onedrive or any of the other web box or whatever Dropbox if you
if you're looking at any of those I strongly suggest checking out Google
first that's just my recommendation another thing you're going to need is
something for meetings right because if you're gonna meet with these businesses
they still want to see a person and they want to know who they're working with so
a lot of the time you need to be able to show them video so I'm gonna give you
two resources here number one thing that you're gonna want is a video app to use
right and I recommend to number one Google Hangouts is great that's why I am
heavily involved in all of the google apps that are available but as well as
things like Zoom. Zoom is a great platform that's also free and it's really easy to
use you can share your screen and things like that so check out Zoom it might be
more suitable for you a lot of people that I've come across like to use zoom I
personally don't like to use Skype that's just my again my preference so I
would recommend checking out the first two that I suggested the second thing
I'm gonna suggest to you guys let me grab it the logitech 1080p camera it's a
great camera I love the camera and the reason why is because it shoots in 1080p
and if you don't have a camera that's gonna perform well I really suggest
getting one of those also the last thing would be this thin mic right here both
of the links for both of those products are in the description below all of my
videos you'll see it under the tools and software equipment section if you plan
to work virtually you're gonna want a good camera and a good mic just trust me
on that you can't work virtually without either those two so check out those
products again those are in the description below now as far as working
with teams that are virtual or you know working with virtual assistants the most
important thing is to set up guidelines training rules for them to follow and
very clear instructions for them to complete any project the biggest thing
that I see are the biggest area of failure is when people actually go in
and they try to create a task or a description for a task and they don't
include anywhere near to enough information yet they're expecting this
finalized product to come out that's supposed to look immaculate and like you
know $10,000 was spent on the development and that's the thing it's
you shouldn't expect that type of situation to happen
for example I have people who reach out to me all the time Jordan how do I hire
a social media manager personally I don't think you should hire a social
media manager because that's one person to do all of those jobs
I recommend hiring a designer a copywriter a post scheduler a great
creative director to come up with ideas you know all of those different
positions that make up the content that go on Facebook not just one person who
sits there and creates images and coffee and smashes it all together on a
Facebook post so that's pretty much it for this video but before you go I
wanted to give you that free thing that I mentioned in the beginning that's
gonna help you with managing the team and all of your clients and the projects
that you guys have going on it's really you know outside of Google Drive this
would be the other supporting software that we use that is the backbone to
everything that we do all of the content we create that you see right here all of
the things that we do for clients everything that we do to grow our
company is based in this software and really I'm promising you if you want to
get better results you want to get faster results and you want to just
optimize your business process to the best of your bit to the best of your
ability then you need to check out this app so the app is called and you
probably have heard me talk about it before but it's called Asana now I'm
gonna leave a link for Asana in the description below this video all you
have to do is go click that link it's a free link it's not even an affiliate
link I like I don't make any money doing it I just like giving it out because
it's freaking awesome and it's what helps us do so well so go check out that
link right below this video in the description yeah you'll want to check
that out oh and by the way guess what we're already super helpful because if
you're planning on using Asana we've already put together a video on how we
use Asana to help you you know facilitate the jobs for our team so
check out this video up here in the top right hand corner you're gonna love that
one too but that's it for me thank you guys so
much for joining me and stopping by again if you haven't subscribed hit that
button and the notification bell so you get all of our future updates and
content that we release here at my channel as well as all of the guides and
templates and free courses that we give away but that's it for me thank you guys
so much I will see you guys on the next video until then Cereal Entrepreneur out
bye guys ready to start living the six-figure work where ever be your own
boss lifestyle well at Cereal Entrepreneur Academy
teach you how to use a laptop and internet to start your own social media
and digital marketing agency get started with our free Facebook Ads training
links in the description below guys see you in the course and Cereal
Entrepreneur, out!