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How to Share New Client Onboarding Checklist

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In this video tutorial for SMMA (Social Media Marketing Agency) owners, the presenter shares an onboarding checklist aimed at streamlining the client onboarding process. This approach allows agencies to onboard clients more frequently, set clear expectations, and ultimately increase revenue. Key steps include conducting a single sales call where payment is processed, rather than a two-call close, to minimize client hesitation. The channel also emphasizes the importance of engaging viewers to like, comment, and subscribe for daily content related to SMMA topics, including Facebook ads, funnels, copywriting, and software systems essential for business growth.

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do I make my client onboarding process better?

Ask for Feedback About the Product Onboarding Call them for a check-in to see how theyre liking the product and onboarding. Include a short survey in your product that triggers after a customer uses a particular feature you want feedback about. Send an onboarding survey via email to ask for feedback about the

What should be included in client onboarding?

Follow these six steps to onboard a new client and make sure your client has a positive experience working with you. Schedule an Onboarding Meeting. Review Roles and Responsibilities. Discuss Desired Outcomes. Anticipate Roadblocks and Plan Ahead. Ask for Feedback. Take Notes and Follow Up.

What does your new client onboarding process consist?

The client onboarding process establishes a customer relationship through pre-onboarding, after-signing communication, a kick-off call, a post-kick-off meeting, and SLA development. The goal of this process is to assure the client that your team will carry out the promises it made during the sales process.

What are the first steps in the client onboarding workflow?

The 6-Step Client Onboarding Process Contracts and payments. Client welcome package. Kickoff call. Onboarding questionnaire.

What is the purpose of client onboarding checklist?

It helps them avoid overlooking something important, make sure that all the necessary steps are taken, and improve efficiency by avoiding duplication. A new client onboarding checklist allows customer service agents to quickly and easily get a new customer set up with your company and its products or services.

What is your process for onboarding a new client?

6 Steps to Onboard a New Client Schedule an Onboarding Meeting. If possible, hold a client onboarding meeting with a new client in-person. Review Roles and Responsibilities. Discuss Desired Outcomes. Anticipate Roadblocks and Plan Ahead. Ask for Feedback. Take Notes and Follow Up.

What should a client onboarding package include?

For most independent businesses, heres what your client welcome kit should include: Welcome message and introduction. Policies. Communication preferences and information. Login details and tech overview. FAQs. Timeline and scope of work. Payment information. Next steps.

How do you onboard a new client to agency?

Marketing Client Onboarding Checklist for Agencies Add Client to Your Agency CRM. Assign Team Members to The Account. Send a Client Onboarding Questionnaire. Create Client Accounts for Marketing Tools Your Agency Uses. Send a Client Welcome Packet. Schedule a Kick-Off Meeting with Your Client.

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