Hello Boss babes and Bosses out there.
In this video,
I am going to share with you how I onboard clients, especially for social media management.
So, if you want to learn how to do that,
just keep on watching.
The first question that I am going to answer is that "what is client onboarding?".
"What is its purpose, Sui?"
Client onboarding is about welcoming the client,
making it official that you will be working together.
This will help you to
build a strong relationship and strong foundation in your business together.
And also, by doing this, you could speed up the kickoff process.
This will answer their questions if they need clarifications
about your strategies or the way you work or something like that.
It will be answered through the kit.
And this is also the time that you are going to ask for
the assets, the log-in credentials,
the photos and videos that you needed,
the business info,
the products and services that you need to promote.
That is the time you could get those,
during the client onboarding.
The next question now, "So, what is the process, Sui?"
Let us give a scenario.
For example, you have already pitched your services to the client,
they agreed to avail of your package,
and then, you provided the contract and they have signed it already,
you sent an invoice and they have paid it already,
and all you have to do is to welcome the client.
So, here is how I do it.
After all of those,
I send an onboarding kit to the client.
Sometimes, it is called as the "Client Welcome Packet"
This contains all the details you have agreed upon from your previous meetings.
You will be having a previous meeting like the discovery call and then, possibly, another call again.
You will agree on what communication tools you will be using,
the payment method, the deliverables that you need to deliver,
your goals for each month, what to expect,
when is the touch base or check-in with your client,
checking in if you are on the same page,
checking in if you hit your goals per month,
things like that.
You should also set the dates for that.
It's okay if it is not that specific yet, like let's say, you will just mention,
"Every third week of the month, we should have a meeting to touch base
if we are on the same page or if we are doing the right thing
or if we need to adjust on our strategies and the likes."
After that, you will send the contract and the invoice.
And after they sign the contract and pay the invoice,
that is the time that you are going to welcome the client.
You cannot welcome a client if you have not set any agreement.
You cannot welcome a client
if you have not really agreed on the payment, strategies, and the likes.
You cannot onboard if that's the case because it will just be a headache.
You should both agree on what you have talked about.
After that, we will send the onboarding kit.
What does the onboarding kit contain?
I am going to share my screen so that you can see.
By the way, the sample kit that I will be showing you is one of the BossedUp PH digital products.
You can just message us.
This is not for free though.
But this is very affordable for you, guys.
If you are a Boss Up Fam, you will always have a discount.
Just message us there, on our Facebook page.
But I would really say that you can do your own welcome packet,
with your own design, your own brand colors, and your own layout.
I will show this one to you.
Just take note of it if you want to create your own.
I am going to share with you what you need to put in your welcome packet.
So, you are currently seeing my screen.
We are logged into Canva.
If you still don't have a Canva account,
feel free to click the link below.
There is a link there where you can sign up.
So, you can just use that one.
This is the client welcome packet for BossedUp PH digital product.
First, here, these are the basic things that you can send to your clients.
As you can see, we are on page one.
And when you click this one here on the bottom right,
you can see that we have here 11 pages.
This will really give you the very specific thing that you can send to your client
or that you can put on your own welcome packet.
This is the first page that you are going to do.
You can put your brand name here, and then your site and your email address.
Again, you can change the color that you want.
You can also have another layout.
This serves as a cover banner or a front page.
And on page two, here comes your personalized message.
Here, on this part.
And then, your picture here, your name and your socials.
Put those here.
And again, change the footer here, your site URL, and then your email address.
And here goes the package details.
You will indicate here the services and deliverables you have agreed upon with your client.
Here is the name of the package,
and the price for each month or the pricing you have agreed upon.
Page four is about communication.
You will indicate here the channel that you want to use.
You can also put here your email address and the preferred platform.
Or for example, you are going to communicate using Skype,
or maybe using WhatsApp, Messenger, Slack, so you can put it here.
For example, if you will be using Slack, you can just also put your email address
that is connected to your Slack account.
And then, for the business hours,
it is so, so important to indicate your business hours
so that when it's rest time for you, it's really resting time and the client could not disturb you.
Indicate here your availability every single day
or if you are taking breaks every weekend and you are not going to work on those days,
indicate here all the details on when you would want the client to communicate with you.
Usually, as for me, to be honest,
my clients can just really message me anytime
especially if our working hours and timezone is different.
What I would just always say to them is, "You can message me anytime. You can email me anytime
but do expect that I am going to reply if I am working already.
If I am not responding yet, that means I am not yet working."
Maybe I am just also so lucky that most of my clients right now are really flexible schedule
so it doesn't matter if I can respond immediately or not,
as long as I could answer their queries and concerns.
And you can also leave an important note here below
about the birthdays or holidays that you are not available
so that they would not expect your reply
or they would not contact you during holidays or whenever you are on a vacation.
The next page is about what to expect.
You will indicate here your service description,
the deliverables for clients and the client's expectations from you.
So that they would know, "Oh, okay, she/he knows what I need for my business.
This is what we have talked about and these are what I could expect from this freelancer."
The more that you are so clear on this page, the better.
Because that means
you and your client are on the same page with regard to what you have agreed upon during your call.
On page 6, here shows the process and the timeline.
This is the part where you will indicate what would happen, what's the next process.
For example, sending brand assets.
Upon receiving that, you will still need a few days to create content or optimize their profile, and the likes.
You have to put it here so that the client would not wonder,
"I've already sent the brand kit a while ago, why am I not yet seeing this or that?"
So, by doing this one, they will know your process and the timeline of your work
so that you are in the same phase as with your client.
And they will not wonder why you haven't yet created content.
It's because you optimized their profile first.
At least, the client knows your process and timeline.
And they cannot question you for that.
And they will understand your process and flow.
And then, on page 7 are the important dates.
Actually, it's okay not to have this page.
But I prefer to include here the important dates.
Because it is ideal to have a touch base meeting with your client
to check if you are on point with your strategies
or if you were able to deliver what you have to deliver.
The client can check the progress on their business or social media accounts.
By doing touch base meetings, you will be in sync
as to what needs to be revised or changed, what needs to be improved next time or next month.
I really like to have a touch base meeting every week.
So, on this one, you can put here the dates.
You may put tentative dates if you haven't yet agreed on the actual date.
Also, indicate the agenda that you are going to tackle for that specific touch base or check-in meeting.
On page 8, we have here the service billing.
The process of payment, where they will send it, when they will pay, and the likes, are indicated here.
So, you can just input your details here.
For example, will they pay direct to your bank, through Transferwise, PayPal, or Pioneer?
It is really up to you, guys.
It depends on what you have agreed upon with your client.
If you still don't know how to invoice client, check this video out
because I have shared there my experiences on the platforms I have tried in invoicing my clients
and you can also try that one as well.
As what I have said in this video, I really prefer Transferwise or wise.com.
On page 9, this contains the kick-off checklist.
Basically, these are the things the client needs to send to you for you to get started.
First, do they have a band kit or none?
You must have a guide like maybe from their website or social media accounts.
If none, maybe you can also create or propose another brand kit to your client.
And for the photos and videos, if they do have those, they should send it.
Especially if they sell products, like physical products.
Maybe he or she can take photos or videos of those and send it to you
for the promotion.
And also including the services and pricing, freebies, upcoming launches, promo or sale,
business events.
And it is very important to have access to their social media accounts since you are going to handle that.
If you still don't know how to access clients' account, check this video here.
I have also created a video for you.
The client will just create a Google Drive folder
and upload all the things indicated in the checklist above.
And send the link to the freelancer or to you, right?
It's so that you could access their assets.
And then, here on page 10, it's the "what's next" page.
So, after the client reviews the welcome kit,
after you send this to them and they see the content,
they would know that the next step would be creating the kickoff checklist
and send the Google Drive link.
After they created a folder, they will just get the Google Drive folder link and send it to you.
So, after you receive all the items listed in the kickoff checklist,
you are now going to have a kickoff meeting or chat.
And then, the last one is this, the "just to keep in touch" page.
These are all the social media sites that you have where they can contact you.
But again, basically, you have a main channel where you will be talking about the project.
Maybe via email or maybe via Slack.
I would really highly recommend Slack
so that your chats will be organized.
This one, at least, they can see all your assets or your social media accounts
that you are active there
and so that they can also see the content that you create for your socials as well.
So, that's all for the onboarding kit.
Again, this is available on the BossedUp PH page.
You can just message us.
But then again, I would say you can create your own
and you can customize your own welcome kit or welcome packet for your client.
So, after sending the onboarding kit, the one I have shown to you,
after sending that, the client must review it.
After that one, you will organize a kickoff meeting or kickoff chat.
Just remind the client that if ever they have clarifications or additional instructions, they can just message you.
So, after that one,
you are now going to deliver the social media strategy, the content or the engagements you have talked about.
And then, after that,
the next call would be a touch base meeting wherein you will report the analytics and the likes.
Again, it would still really depend on your process.
As for me, when I onboard new clients,
after creating content, especially if that client is new,
I let them check the content first before publishing.
I ask for their approval first before I publish the content to their social media accounts.
And again, again, again,
there are clients who do not want to check the content.
Some of them leave it all up to you.
Just make sure that your client is happy and always touch base.
During the touch base meeting, always ask what they still want to attain
or what goal do they want to achieve in the future
so that you could create relevant content on their social media account.
So, again, I really, really hope that this video is helpful for you, guys.
If you have any questions with regards to
social media management or anything about freelancing,
feel free to comment below
or message us on our Facebook page.
Before I am going to end this video,
I would like to flex the works of my Boss babes and Bosses inside my group.
Check this out.
If you want to join our Facebook group,
just research “I’m Ready to Boss Up by BritxSui”
And don't forget to like our Facebook page, BossedUp PH.
And follow us on our Instagram accounts @britxsui and @bossedupph.
So, yeah. I hope to see you guys on my next one.
Bye!