Onboarding Social Media Manager Clients

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  • čas přidán 25. 07. 2024
  • Onboarding social media clients as a social media manager - create a positive experience for your client right from the start and make their and your life easy by having a strong onboarding social media manager process in place.
    💲 Get The Social Media Launch Bundle:
    stan.store/thesocialshells
    👉🏼Watch my free social media manager masterclass:
    bit.ly/shell-webinar
    ⭐ Join my social media manager course:
    thesocialshells.com/the-socia...
    🎞How to become a Social Media Manager video:
    • How To Become A Social...
    ♥// CONNECT with me on all platforms:
    Social Media Manager Masterclass: bit.ly/shell-webinar
    Facebook: / thesocialshells
    Instagram: / thesocialshells
    TikTok: / thesocialshells
    Social Media Manager Course: thesocialshells.com/the-socia...
    Website: thesocialshells.com/
    #clientonboarding
    #howtoonboardclients
    #freelancesocialmediamanager
    Video Chapters:
    00:00 Onboarding Social Media Clients
    2:33 Freelance Client Contracts
    4:00 Freelance Client Invoice
    5:15 Onboarding Process
    7:17 Social Media Management Client Questionnaire
    8:28 How To Access Client Platforms and Software Safely
    10:56 Automating Client Onboarding Process
    12;10 Communication With Clients
    Keywords:
    client onboarding, client onboarding process, customer onboarding process, freelance social media manager, how to onboard clients, how to onboard new clients, how to onboard new clients smma, how to onboard smma clients, new client onboarding process, onboard smma clients, onboarding clients, onboarding smma clients, onboarding social media clients, smma onboarding, social media manager, social media marketing, social media marketing agency

Komentáře • 183

  • @PaulHutchinsondj
    @PaulHutchinsondj Před 7 měsíci +11

    Finally found someone I can learn new things from, no beating around the bush straight to the point high-value content.

  • @abigailfestus
    @abigailfestus Před 19 dny +1

    Seeing this 2yrs after, love it

  • @misspinksweater
    @misspinksweater Před 2 dny

    oh my god this is amazing!!!

  • @kozmospaces8032
    @kozmospaces8032 Před rokem

    I am soooo happy I found you. Amazing info. I’m a sm manager and I love this!

  • @Timestretchdigital
    @Timestretchdigital Před rokem

    This was super helpful, you have some great tips! Thanks so much, Subscribed and looking forward to binging through your videos.

  • @tianacontreras216
    @tianacontreras216 Před rokem +1

    You're an amazing resource. Thank you!

  • @Antonellaw197
    @Antonellaw197 Před rokem +1

    You are the best!! Your videos are so helpful & exhaustive!! Love them, thanks for sharing ❤

  • @shamayitanag712
    @shamayitanag712 Před rokem

    You are a lifesaver! thanks for this.

  • @socialbykomal
    @socialbykomal Před 2 lety

    Thank you so much for sharing such a valuable stuff 🙌

  • @majimenezdesign
    @majimenezdesign Před rokem +1

    Hi Nadine! I am extremely pleased with this video, I was looking to make my social media manager process easier and I found your video, not only did it help me for that part of my work but it also works for me to apply it to my Visual Identity clients ( I am a freelance graphic designer). I'm happy I found your video and channel, now you have a new subscriber!

    • @TheSocialShells
      @TheSocialShells  Před rokem

      Aww thank you so much lovely! So happy to have you here

  • @mkbranding3936
    @mkbranding3936 Před rokem +1

    I really love this advice. These extra tips will definitely help me better my onboarding process.

  • @RoseViolet11
    @RoseViolet11 Před 2 lety +6

    This is literal GOLD! God bless you 🙌

  • @MillaExplores
    @MillaExplores Před 2 lety +2

    This is so informative, thanks for sharing all this information! :)

    • @TheSocialShells
      @TheSocialShells  Před 2 lety +1

      Hi lovely Milla, thank you for your feedback! Please let me know if there are any videos I can create to support you further 🥰

  • @emilymarie8524
    @emilymarie8524 Před 7 měsíci

    Your explanations are always on point thank you 😊 ❤🙏🏻

  • @customcontentwriters9731
    @customcontentwriters9731 Před 10 měsíci

    I love this. Thank you very much.

  • @PrettyStonedOfficial
    @PrettyStonedOfficial Před rokem

    Thank you for this information. It was so helpful, well explained and exactly what I was looking for.

  • @ijyoyo
    @ijyoyo Před rokem

    Great video thank you so much for making this

  • @WhataWonderfulWorld-zf7qq
    @WhataWonderfulWorld-zf7qq Před 9 měsíci

    Omg! Thank you very much! You have such a useful information with no blablabla! Thank you ❤

  • @MpumehS
    @MpumehS Před rokem

    Thank you so much for this video, it was really helpful.

  • @aziebzekarias
    @aziebzekarias Před měsícem

    This was exactly what I was looking for. Thank you for sharing so much great information / tips!!!! 💕

  • @karabolesetedi3415
    @karabolesetedi3415 Před rokem

    Thanks for the video. Very informative and clearly and concisely explained. I love how you presented it as well. Structured well enough for me to take the information seriously while also having a friendly tone. Great video

  • @guiajoypiston
    @guiajoypiston Před rokem

    This is very helpful; I have 2 clients. Thank you. More video please. Subscribed!

    • @TheSocialShells
      @TheSocialShells  Před rokem

      Awesome! Thank you! More to come! Check out my TikTok too

  • @anathkantonda
    @anathkantonda Před 4 měsíci

    You've provided sooo much value, and for free! May God bless you always 🙏🏾

  • @EduardoPereira-iy7js
    @EduardoPereira-iy7js Před rokem +7

    Hello Nadine!!! Many thanks for this content. Interesting that I can use these same concepts on my Graphic Design company too.
    Very clear and straight to the point! This info you posted here is GOLD and will revolutionize the way I run my business!!!!
    Cheers from Brazil!!!!

  • @dianaabreu8613
    @dianaabreu8613 Před rokem +1

    Amazing. Your content has been so helpful. I am new in this business and your videos are a lifesaver. I could not thank you enough

  • @The1chio
    @The1chio Před měsícem

    This was really helpful, I already knew some basic stuff but now I have a clear view! 🙌🏼Thanks a lot!

  • @EmilHarker
    @EmilHarker Před 4 měsíci

    Thank you. I’ll learn more about that.

  • @Eyescapade
    @Eyescapade Před 3 měsíci

    Very helpful, thanks!

  • @HWebb-lu1mh
    @HWebb-lu1mh Před 2 lety +3

    This was great information.

  • @shaesutton4296
    @shaesutton4296 Před rokem +1

    This video was SO helpful! Thank you Nadine!

  • @LaibaKhan-vf8sj
    @LaibaKhan-vf8sj Před měsícem

    Great Guidance.Thank you soo much.

  • @dijahtotheworld
    @dijahtotheworld Před 4 měsíci

    This was really helpful!

  • @tasharode
    @tasharode Před měsícem

    Wonderful video, this is so so helpful. I am going to make my process even better with your tips now, woo hoo 👏

  • @BlakJohn
    @BlakJohn Před rokem

    This is super great information. Thanks.

  • @adelolaadegbembo
    @adelolaadegbembo Před 2 lety

    This was really helpful. Thank you

  • @olajumokeogunleye4888
    @olajumokeogunleye4888 Před rokem +1

    This is very helpful. Thank you.

  • @vibhutiarya2501
    @vibhutiarya2501 Před rokem

    Very very helpful video. All the steps were crisp clear and well defined. Thanks for making such a nice video.

  • @bubblychery993
    @bubblychery993 Před měsícem

    Wow!!!Thank you for sharing such valuable information,very clear and to the point..I'm literally following all these steps

  • @rikkileelemmon2475
    @rikkileelemmon2475 Před 2 lety

    This was really helpful thankyou!

  • @alinalilli619
    @alinalilli619 Před rokem

    Amazing videos!! Thanks

    • @TheSocialShells
      @TheSocialShells  Před rokem

      Glad you liked it! Let me know if you have any questions Alina!❤

  • @kafrufruhon
    @kafrufruhon Před 20 dny

    I love this❤❤

  • @danielasales9566
    @danielasales9566 Před 2 lety

    Omg your are so wonderful 😃😃 you helped me a lot

  • @mohamedakram1183
    @mohamedakram1183 Před rokem

    Great.Thanks

  • @nehavermabains4945
    @nehavermabains4945 Před 2 lety

    This is awesome 👏

  • @perseuscameron
    @perseuscameron Před rokem

    Thank you so much

  • @chrissulimay
    @chrissulimay Před 3 měsíci

    Great video. I'm a videographer why has had many clients ask me to manage their social.. Until now I have been reluctant, but am adding that service (slowly) This is a great roadmap. Thanks!

  • @Elegan_te
    @Elegan_te Před 3 měsíci

    thank you 💕

  • @wecanwork
    @wecanwork Před rokem

    Very helpful, thanks.

  • @ashleylorenjo
    @ashleylorenjo Před rokem

    extremely extremely helpful

  • @Jorchual
    @Jorchual Před 7 měsíci

    Great Video!

  • @tobydundas
    @tobydundas Před rokem

    Very informative video, not enough videos go into the techinicals thanks :)

  • @Mochi.mochi.icecream
    @Mochi.mochi.icecream Před 6 měsíci

    Great content!!

  • @MselynMedia
    @MselynMedia Před 5 měsíci

    Thanks a lot. Could you please make a Lastpass practical walkthrough video?

  • @-pagebooklipraly8352
    @-pagebooklipraly8352 Před měsícem

    perfect video

  • @betterourselves
    @betterourselves Před rokem

    Thank you

  • @Deepak-fj8rw
    @Deepak-fj8rw Před 8 měsíci

    Great Content

  • @rajuvairagi6582
    @rajuvairagi6582 Před 9 měsíci

    thanks

  • @AjayAKR1
    @AjayAKR1 Před rokem

    Really helpful 🙌

  • @ashleekositz3094
    @ashleekositz3094 Před 4 měsíci

    I’d love to see the video you use to show them how to add you as an admin in meta business suite

  • @elithyajira
    @elithyajira Před rokem +2

    Hi Nadine! The video is such a great help for me, can´t thank you enough since I am just starting out! As you mentioned you make sure to always keep your clients up to date (this week i am doing ...), does this mean you always supply a WEEKLY update with what exactly you are planning for every client? And would you add requests of additional content needed in those emails as well ? Thank you!!!

    • @TheSocialShells
      @TheSocialShells  Před rokem +1

      Hi Lulu thanks so much for your kind feedback. No I only do weekly updates for short-form video content. Trends or script so they can film content for me :)

  • @Daisybzt
    @Daisybzt Před 2 lety +1

    This is really helpful, thank you for sharing!

  • @dashataylor6348
    @dashataylor6348 Před 6 měsíci

    Very helpful, thank you!! I'm not a freelancer, I'm just a social media manager.
    I'm in daily communication with one of my clients and when I began posting content for her, she said that she wants me to check with her before I actually post it. There's just parts about her business and her services that I don’t know.
    A few days ago I posted a reel for her and she said that I should change the video text and the background of that reel.
    From your video, this is definitely not how it's supposed to be😅
    What would you recommend me to do?
    Thank you so much, I appreciate it!

    • @TheSocialShells
      @TheSocialShells  Před 6 měsíci

      Firstly, it's important to get to know all parts of her business, as you cant market it if you don't know everything and you need to have clear boundaries set out in your contract and content approval process for how you both want that to look like

  • @pamgould1006
    @pamgould1006 Před 2 lety

    Thank you for so much informative information. What pricing plan do you use for Lastpass?

    • @TheSocialShells
      @TheSocialShells  Před 2 lety +1

      Hi lovely pam, thank you for your question. To start i would use the free version but as you get more clients I would use the premium version.

  • @trahman47
    @trahman47 Před rokem

    Social media can play an important role in digital marketing on CZcams, as it allows you to engage with your audience and build relationships over time.

  • @selfyogastudio5396
    @selfyogastudio5396 Před 2 lety +1

    Hi Nadine! Thanks for your super useful content! How can I do a good client questionare? any tips? xo

    • @TheSocialShells
      @TheSocialShells  Před 2 lety +2

      Hey lovely check out nira.com/templates they might have some on there otherwise create your own in a google doc. Ask about the brand, their business goals, what they have already tried and what has worked and what hasn't. :) Hope that helps

    • @selfyogastudio5396
      @selfyogastudio5396 Před 2 lety

      @@TheSocialShells absolutly! Thanks so much

  • @thanviHimanshu
    @thanviHimanshu Před rokem

    Amazing video and you explained it very well!! I want to ask how many emails are we sending here? (contract, invoice) and what exactly to include in invoice ? ty

  • @tiago__claro
    @tiago__claro Před rokem

    Thanks so much for this piece of content Nadine. Very Very useful. Just one question, do you automate all this process until the final call? Or you just automate the individual steps? How exactly you do this?

    • @TheSocialShells
      @TheSocialShells  Před rokem

      I automate a lot of it and I teach the whole process in my courses Tiago

  • @gabisantos150
    @gabisantos150 Před 2 lety +3

    hi nadine ! loved the video , i am getting my first client and i know that the first few clients are more for experience , i have 2 months prior experience with smm and i was wondering how much i should charge per month ? i’ll be managing 2-3 platforms

    • @TheSocialShells
      @TheSocialShells  Před 2 lety +1

      Hi lovely! I'd love to help you! I have a free masterclass that goes into some detail about this and you can join that here: bit.ly/shell-webinar and I also have a full masterclass that teaches you exactly how to set your prices and packages whether you are a beginner or already established! You can join that here: stan.store/thesocialshells/thesocialshells_store/page/40433 any questions lovely send them to support@thesocialshells.com! ❤❤

    • @mindymartinez4657
      @mindymartinez4657 Před rokem

      How has it been going? I want to get started!

    • @yoitsshan
      @yoitsshan Před rokem

      Curious how much you ended up charging, I have the exact question now!

  • @danielledutoit251
    @danielledutoit251 Před rokem

    Good morning/afternoon Nadine
    I would like to understand how can you share Google drive and Gmail with a client to make sure you and the client and you can view shared folders for content😅
    Could I perhaps visit your website to see the explanation video that you use for the clients onboarding😅
    I really appreciate your videos

    • @TheSocialShells
      @TheSocialShells  Před rokem

      Hi Danielle, you can see this is my paid course and more info in my free masterclass: bit.ly/shell-webinar

  • @EmilHarker
    @EmilHarker Před 4 měsíci

    Is there a way to grant access to a personal page on my linked in account. I was able to grant access to my professional page but not my personal page.

    • @TheSocialShells
      @TheSocialShells  Před 4 měsíci

      I would use lastpass for this. Your team can log in but not see your details and you can remove access at anytime

  • @hansa7509
    @hansa7509 Před 9 dny

    is it possible to get the client questionnaire ?

    • @TheSocialShells
      @TheSocialShells  Před 9 dny

      Hi, yes you can get that here: stan.store/thesocialshells/thesocialshells_store/page/120148

  • @maika9659
    @maika9659 Před 2 lety +4

    I get too overwhelmed with the fact that there are so many project management tools for social media managers. I am relieved that I can still use Google Drive and Gmail for this onboarding process and communication with client.

    • @TheSocialShells
      @TheSocialShells  Před 2 lety +1

      of course!! You use what feels good and benefits you!

  • @dareincatchillar8537
    @dareincatchillar8537 Před 4 dny

    Hi, Nadine! I would like to ask on how you make them sign the contract, do you send it in PDF form or an editable document?

  • @reylo101
    @reylo101 Před 4 měsíci

    Hi Nadine, I have one question. Please help me out. "When we give a certain start date on the contract then the client will expect us to start posting from the first week itself. But it is a bit tricky when we are first starting out with a client, because in the first week we also need to get the questionnaire from client, formulate strategy, create content calendar and then actually create the content. So in this situation how to communicate the same to the client that we need 2-4 days of buffer before we first start posting and also how to put that in the contract?"

    • @TheSocialShells
      @TheSocialShells  Před 4 měsíci

      No you need to make that perfectly clear on the call and in your contract what they are getting and the time frames, it is down to you to explain how the partnership works.

    • @reylo101
      @reylo101 Před 4 měsíci

      @@TheSocialShells Thank you so much Nadine! :)

  • @IsauraAbreu
    @IsauraAbreu Před 2 lety +1

    😍😍😍

  • @ashleylorenjo
    @ashleylorenjo Před rokem

    Is there anything on after the 3 months contract?

    • @TheSocialShells
      @TheSocialShells  Před rokem

      You can ask them if they want to continue then it will go to another 3 months

  • @user-eo9oc2nj5d
    @user-eo9oc2nj5d Před 9 měsíci

    Hi. What's your average retainer? A range?

    • @TheSocialShells
      @TheSocialShells  Před 9 měsíci

      Check out my Instagram feed, I have some posts explaining this

  • @dianaabreu8613
    @dianaabreu8613 Před rokem

    Can you suggest any tool for email automatisation?

  • @SandraManerowska
    @SandraManerowska Před rokem

    Hi Nadine! What would you say about late payment fees? How much to charge a client and whether this is a good idea?

    • @TheSocialShells
      @TheSocialShells  Před rokem +1

      It all depends on you. If you do charge a late payment fee it needs to be written in your contract.

  • @iamdeadsh0t
    @iamdeadsh0t Před 2 lety +1

    😍

  • @merafi3064
    @merafi3064 Před rokem

    🎉

  • @user-rg6dk7ej1q
    @user-rg6dk7ej1q Před 10 měsíci

    What if i have an interview in zoom and after the interview he said to me he still looking for another interview does it mean I did not passed the interview?

    • @TheSocialShells
      @TheSocialShells  Před 10 měsíci

      no its usual for people to interview more than one person

    • @user-rg6dk7ej1q
      @user-rg6dk7ej1q Před 10 měsíci

      @@TheSocialShells wow thank you for the response 😍😍 I feel grateful. Your one of my inspiration. Godbless for being humble. Thank you for the encouragement.

  • @vipulkumarjaltare
    @vipulkumarjaltare Před 2 lety

    Hello mam
    What would be the price according to you must be charged for managing 2-3 platforms for a month
    I need a rough estimate of it and I also have 2 years of experience. And I'm underpaid I guess

    • @TheSocialShells
      @TheSocialShells  Před 2 lety +1

      Hi Vipul, thank you for your question. It depends of course on experience, your skills but a SMM should be averagely charging from $300-$2000 per month depending on package and I don't recommend to charge hourly.

  • @hunzaawan7178
    @hunzaawan7178 Před 3 měsíci

    How to share google drive with client.?

    • @TheSocialShells
      @TheSocialShells  Před 3 měsíci

      add them via lastpass or share the folder by right clicking and select share

    • @hunzaawan7178
      @hunzaawan7178 Před 3 měsíci

      @@TheSocialShells Thank you ❤

  • @meetmeonthe50
    @meetmeonthe50 Před 6 měsíci +1

    Speed 1.25x if you’re watching, you’re welcome

    • @TheSocialShells
      @TheSocialShells  Před 6 měsíci +3

      Thank you! My first language is not English and I have many followers who also first language is not English I speak slowly so everyone can get the most from my content

  • @BlakJohn
    @BlakJohn Před rokem +1

    This is super great information. Thanks.

  • @keeli810
    @keeli810 Před rokem

    Very helpful, thanks!