So you just landed a new client and you're ready to get things going but you
don't really know what to do for the onboarding process stay tuned we're
gonna go through that in this video. All right welcome back everybody my name is
Jordan Steen also known as Cereal Entrepreneur and at this channel we talk
all about starting marketing agency, running a personal brand, building a
business online so if you're interested in learning about any of those things or
just learning about how digital marketing works then make sure to
subscribe to this channel and hit the notification bell in the bottom right
hand corner right below this video. So the onboarding process is a super
important part of taking on a new client. Why? Well because it's going to do one
thing primarily which is make sure that they don't kind of come back to you and
say all right well we want to cancel our plan, we kind of changed our mind and
we're not thinking about going that route anymore. So this onboarding process
actually does more than just gathering information and getting all the proper
information like passwords and usernames and information about the company and
their clients. It does more than that it actually secures the sale that you just
landed and that's really what's most important because if you don't continue
to do business with them then none of the other things matter. That's what's
most important so let's talk about what you need to do to run a smooth and easy
onboarding process oh and if you stay till the end of this video I'll make
sure to tell you about how you can get access to a checklist for your marketing
agency about onboarding and some things you'll want to make sure you include so
the onboarding process really does two main things number one it collects a
bunch of information about customer their clients or login information all
of that right but the second thing again is that it builds trust and it helps
them have a better experience overall with your marketing agency so that way
when it comes to testimonial time they're like oh yeah it was super easy
to work with this agency and that's super important for you guys as agency
owners to know so that's why we want to do this process and that's why you need
to know the five main steps to collecting information and what you need
to get from these clients so let's go into that so step number one is to
collect basic information about the client what's their business name who is
the client like what is the actual owner's name or marketing directors name
what is their phone number email address how do they prefer to be contacted
all of that is super important because you want that to be easy for
your agency to be able to communicate with their business also you're doing
things like sending the contract or any credit card authorization form so that
way you can use their credit card for ad spend if you need to so all of those
things are things you want to go ahead and send over to your clients the final
part of step one is really just to make sure that they've checked or really
check I guess and make sure that they've signed the documentation and filled out
all forms properly and that there isn't any missing information
number two is to schedule an onboarding call and what the purpose of this call
to do is to kind of reaffirm everything that you plan to do with their business
make sure that you're setting the expectations properly and then kind of
outline a plan of what you plan to do this is not something you want to do
before you've actually got the agreement right now you know
before you actually have the client you're just trying to pitch them and get
them on with your agency then once you land them you go back and you go into
the in-depth strategy of what you exactly plan to do to get their
business results and so now that you've done that planning you actually want to
go and kind of outline that plan to the business owners so they understand what
your goals are and how you're going to accomplish them the biggest
recommendation I have for you guys during the selling and the onboarding
process is to take notes take a notepad and a pen and paper or something and
actually write down what they're saying don't sit there and just listen and
pretend like you're gonna remember everything because you're not take a pen
and paper and write things down number three is to send a welcome email and the
real reason why you want to do that is because you're gonna send although the
onboarding documentation and questionnaires and all of the
information that they need to sign but they might have other questions that
you're not even aware of that maybe even weren't included in the onboarding form
so just send them a brief email just saying welcome thanks again for you know
signing up with us we're super excited to have you on if there are any
questions please go ahead and ask them now before we start the campaign a lot
of them will be answered in our onboarding call when we you know go
through the outline but if you have any other questions that just don't make
sense right now go ahead and feel free to ask them via email to shoot me a
message back this again helps them feel more comfortable with your agency so
that way you're able to you know guide them a little easier through the process
so number four is to get the new client questionnaire out and over to them I
consider it the onboarding form and what this does is it ask them a ton of
questions usually I just kind of combine it all into one form where
asking them the name in the business information like the phone number and
email I also put this in with my onboarding questionnaire and this
questionnaire goes into things like what are your goals what is the average age
of your client what does your client like to do for fun you know things to
know about their customers they're able to build a better marketing campaign the
other objectives are to collect information about their marketing
currently and like what they're actually spending on or what they've tried in the
past that hasn't worked or has worked have they run ads on social before
because this is going to help you have a better understanding of what you're
gonna need to get done to see results oh and if you're wondering what kinds of
questions you should be asking these potential marketing clients or your
marketing clients either when you're in the meeting with them for the first time
or whether you're you know asking them again during the onboarding process
check out this video in the top right hand corner that's gonna help you with
that oh and if you want more questions than you know what's in that video right
there we actually put some in the blog article for this video and blog we
always do a blog article with our videos so if you want to get the blog and see
you know more information about all these steps we mentioned previously plus
some of the questions you can ask and how to follow up and wrap everything up
with the customer then definitely make sure to check right below this video
there's a link to the blog article down there the fifth and final thing is where
you request marketing resources from the clients so things like their login
information their user name and password if they're not comfortable with you
giving you the username and password then they need to actually go and add
you as a manager on all of these platforms manually themselves so one way
or another you're gonna have to get access to their campaigns right you can
either do it by getting usernames and passwords or you can do it by collecting
or having them add you as a manager to those accounts I recommend getting the
passwords and usernames and using something like LastPass to disseminate
that to everyone else on my team but you know it's kind of up to you how you want
to manage that process and then what the client wants to do the next thing you're
gonna want to do is get access to things like their email list so that way you
can you know get access to their customers to build audiences if you need
to for Facebook you'll need to get Google Analytics so you can look at what
traffic is working or what content really is working what's not you want
things like company logos so that way you can do the branding side of things
and create images and video right so all of those things are things you want to
ask for from these clients and you can either do it all in one
boarding form yourself like we kind of do or you can do it in different stages
to make sure that you separate everything out and it's not too much at
one time for each client I personally like to do everything at once I don't
feel like it's too much and if they're spending a decent amount they're gonna
take the time to go through it now I don't want this video to get too long
and there are other processes like we call the follow up during the onboarding
process and when you should reach back out to them how those calls should go so
if you're wanting to find out more about that again I'm leaving all of that in
our blog article at cerealentrepreneur.academy so if you want to see that again
the link to the blog article is right below this video in the description
check that out and you'll get all of that information about the follow up
process and those questions I mentioned there so thank you for staying and since
like I mentioned at the beginning of this video we are going to give you a
checklist of things that you can use to basically ask or you know check off so
that way you get your home boarding process right and make sure you go right
below the video again and it's at the very top of the description there will
be a link for that checklist so check that out because we know it's gonna help
you guys out but everybody that's it for this video thank you so much for
watching if this video helped you do me a favor and just hit the thumbs up right
below this video so that way other people just like you starting a
marketing agency you can see it and get the help that they need
and again if you haven't subscribed in you're new make sure you hit the
subscribe button and the notification bell so you get all of our updates free
trainings and templates that we give away here at our channel but that's it
everybody I will see you guys on the next video and until then Cereal
Entrepreneur out bye guys ready to start living the six-figure work wherever be
your own boss lifestyle well at Cereal Entrepreneur Academy we'll 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 in the course in Cereal Entrepreneur
out!