How to Onboard Social Media Manager Clients: Step-By-Step Blueprint!

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  • Опубликовано: 28 ноя 2024

Комментарии • 77

  • @miloupietersz
    @miloupietersz  Год назад +2

    → Get ALL my agency resources + templates in ONE bundle: pensight.com/x/miloupietersz The Thriving Social Media Manager ✨

  • @BabybossRiah
    @BabybossRiah 8 месяцев назад +4

    What have i been doing all this while, that I haven't come accross your YT channel?!!
    Lots of value from your channel ma'am
    God bless you

    • @miloupietersz
      @miloupietersz  3 месяца назад

      I don't know?! Where have you been all my life?! Good to have you!

  • @nketlwane_m7675
    @nketlwane_m7675 10 месяцев назад +3

    Oh how grateful am I right now, your content is so organized and straight to the point. I am a beginner but the amount of confidence I have right now 😩😩. You are really an expert in your field 👌💕

  • @ThomasGrantMacDonald
    @ThomasGrantMacDonald Год назад +2

    I just picked up two new social media marketing clients yesterday and am considering how to improve my onboarding process - the information in this video is GOLD! Very concise, heaps of value here, excellent delivery. Thank you Milou! Subscribed!

    • @miloupietersz
      @miloupietersz  Год назад +1

      Congrats! That’s huge! You got this 🔥

    • @ThomasGrantMacDonald
      @ThomasGrantMacDonald Год назад

      @@miloupietersz Thanks Milou, loving your channel. In the last week I've picked up three new clients - it's happening! Would you be interested at all in a guest appearance on my business podcast? I would love to ask a lot of noob questions about starting a social media agency.

  • @thecomputerixed
    @thecomputerixed 2 месяца назад

    Thank you so much, I found this video very helpful

  • @pujamondal2560
    @pujamondal2560 4 месяца назад

    This is the most insightful video I saw on RUclips. I have been looking for answers all over the place and this video was so so informative. Thank you for sharing.
    I have a question as well.
    “In order to send contracts & invoices to clients as a beginner SMM, do I need to register myself as a freelancer or register a company?
    Also, do we have to take 50% of the payment on the day of onboarding and 50% on the last day of the month or the entire payment on the last day of the month? “
    If you could answer these questions, it would be really helpful to get started.
    Thanks you once again for making such an insightful video❤

    • @miloupietersz
      @miloupietersz  4 месяца назад

      Yay im so glad! It depends where you’re located. In the US you don’t need to register to run a business you just need to pay tax, but eventually you will want to register as a single member LLC. I recommend billing 100% at the start of the month.

    • @pujamondal2560
      @pujamondal2560 4 месяца назад

      @@miloupietersz this was so helpful thank you so much for rewarding back.

  • @michaelashannon2530
    @michaelashannon2530 21 день назад

    Hi Mil, have been loving your content and I have been doing lots of research this week & fell on your page & I can just connect with your voice & how you teach things. I currently am not a SMM as I want to really gain knowledge & knowing before diving into things…. I see your society club but it seems more for people that already have experience do you have any programmes I can join as a complete beginner as a walk through from all the little bits to start and more….?

    • @miloupietersz
      @miloupietersz  21 день назад

      I've been noticing you! My RUclips offers a LOT of great info for more beginner friendly. I do have a SMM bundle that is beginner friendly as well here: pensight.com/x/miloupietersz "the thriving SMM bundle" but you might honestly get more out of Elite! Where you can also ask me questions. We do have a few beginners, but I would recommend to study RUclips as much as possible and get your hands dirty first

    • @michaelashannon2530
      @michaelashannon2530 21 день назад

      @@miloupietersz sorry which bundle is it I’m looking for?

    • @miloupietersz
      @miloupietersz  21 день назад

      @@michaelashannon2530 Try now! It's at the top under social media resources: www.pensight.com/x/miloupietersz

  • @superbvajhuvina
    @superbvajhuvina 5 месяцев назад

    I really appreciate your tutorials, thank you!

    • @miloupietersz
      @miloupietersz  5 месяцев назад

      I appreciate you watching more!

  • @rigbychantia368
    @rigbychantia368 Год назад +1

    Hi! Great video!
    How long is the onboarding call? Do you ever have more than 1 onboarding call?
    How do clients feel waiting 4-6 weeks before seeing content generation?

    • @miloupietersz
      @miloupietersz  Год назад +3

      The onboarding call is 60 minutes. Just one call. The type of clients we attract have no problem (this is normal procedure when you work with an agency) for some reason there’s this whole rush of posting tomorrow but it requires research, strategic content planning, and full onboarding first. Usually getting assets of clients will take longer than they planned too ;)

  • @jazzkelley
    @jazzkelley 6 месяцев назад +1

    This was helpful, thank you.

  • @HimanshuSingh088
    @HimanshuSingh088 Год назад +1

    Hi, Your videos are very helpful for someone like me who wants to learn & become a freelance social media manager. Pietersz, can you please make a video on "How you add clients' Assets- their account, pixels, page in your Business manager. Step by step" it will be a great help.

  • @miloupietersz
    @miloupietersz  Год назад +1

    Download my free roadmap to becoming a 6-figure social media manager here: bit.ly/3T6xsFm

  • @hurdbsaggy6131
    @hurdbsaggy6131 Год назад

    You are the GOAT

  • @KennethGeorge-zx2ct
    @KennethGeorge-zx2ct Год назад +1

    That's just awesome.

  • @maureenchiamaka974
    @maureenchiamaka974 6 месяцев назад +1

    You're a genius,😍😍 can i join your agency? I'm a social media manager with no expeeience

  • @miloupietersz
    @miloupietersz  Год назад

    You can purchase our exact agency onboarding questionnaire template for $9.99 here: pensight.com/x/miloupietersz/new-digital-item/80c0ef34-599e-419b-96bf-3a6a1b175864

  • @upnormalpromotecreativity
    @upnormalpromotecreativity 4 месяца назад

    Big thanks

  • @Darksagan
    @Darksagan 6 месяцев назад

    Great content subbed.

  • @jeypireyes
    @jeypireyes Год назад +1

    could you explain whay tool you use to create the onboarding questionnaire ? thank youuu :)

    • @miloupietersz
      @miloupietersz  Год назад +1

      A custom form inside of ClickUo as well! In the client workspace

    • @rigbychantia368
      @rigbychantia368 Год назад +1

      I was looking for this exact answer!

    • @shaneyg25
      @shaneyg25 3 месяца назад

      Great information thank you so much

  • @rukevweedokpa1461
    @rukevweedokpa1461 Год назад

    Thank you so much. These are very helpful insights.
    I have a question, do i also add the client to the CANVA workspace?

    • @miloupietersz
      @miloupietersz  Год назад

      No, you don’t want to add clients to Canva. Just you and your team members. You will add the clients branding to Canva as a workspace, but the client won’t have access to raw designs

    • @rukevweedokpa1461
      @rukevweedokpa1461 Год назад

      Oh, thank you for your swift response. I was worried about that as well. But clients can be added to the project management workspace, I guess

    • @miloupietersz
      @miloupietersz  Год назад

      @@rukevweedokpa1461 yes exactly, for the approval process and things like that

    • @rukevweedokpa1461
      @rukevweedokpa1461 Год назад

      Thank you. You've been so great

    • @miloupietersz
      @miloupietersz  Год назад +1

      @@rukevweedokpa1461 ❤️ any time

  • @zeepuggy__125
    @zeepuggy__125 4 месяца назад

    When you say gather their login credentials how do you do this? im trying to use a scheduler tool and i dont know how to ask my client for their credentials without asking for their password, there isnt a link either to send to the client?

    • @miloupietersz
      @miloupietersz  4 месяца назад +1

      We collect their login information in an intake form or they can share it on the onboarding call. We login tot heir account during the call because accounts have 2 Factor Authorization and they will get a text for a code. This has worked well for us

    • @shaneyg25
      @shaneyg25 3 месяца назад

      @@miloupieterszmakes since thank you. I had this same question but was overthinking

    • @shaneyg25
      @shaneyg25 3 месяца назад

      What is another social media scheduler I can use ?

  • @Fantasticfive2
    @Fantasticfive2 4 месяца назад

    When do you get full payment ? It’s a bit confusing for me.

    • @miloupietersz
      @miloupietersz  4 месяца назад

      We only onboard clients on the 1st of each month. Their first payment is due when they sign the contract. From there on they get billed each month on the 1st.

    • @Fantasticfive2
      @Fantasticfive2 4 месяца назад

      @@miloupietersz okay I see. I wonder how do I get client to trust me. I’m still new and still building up this business. Thank you!

    • @miloupietersz
      @miloupietersz  4 месяца назад

      @@Fantasticfive2 build your portfolio, personal brand, and testimonials up and it will come with time and experience!

  • @movieclipfusion
    @movieclipfusion Год назад

    Pls do you have a questionnaire template available

    • @miloupietersz
      @miloupietersz  Год назад

      You can purchase our exact onboarding questionnaire template for $9.99 here: pensight.com/x/miloupietersz/new-digital-item/80c0ef34-599e-419b-96bf-3a6a1b175864

  • @hunzaawan7178
    @hunzaawan7178 5 месяцев назад

    If client wants only instagram manager then how we can get access?

    • @miloupietersz
      @miloupietersz  3 месяца назад

      You will need the login credentials

  • @Jocolindres
    @Jocolindres 8 месяцев назад

    How can I get your onboarding questionnaire?

    • @miloupietersz
      @miloupietersz  8 месяцев назад +1

      You can grab it here for $9 pensight.com/x/miloupietersz/new-digital-item/80c0ef34-599e-419b-96bf-3a6a1b175864

    • @Jocolindres
      @Jocolindres 8 месяцев назад

      @@miloupietersz are you able to tell me what’s included in it?

    • @miloupietersz
      @miloupietersz  8 месяцев назад

      @@Jocolindresthe exact onboarding questionnaire I use for my clients

    • @Jocolindres
      @Jocolindres 8 месяцев назад

      @@miloupietersz is it editable?

    • @miloupietersz
      @miloupietersz  8 месяцев назад +1

      Yes! Canva file

  • @Jocolindres
    @Jocolindres 9 месяцев назад

    Hello I have a potential client that I’m doing for free in exchange for a testimonial and was wondering how to go about this because i know it’s better to create content for the next month ahead of time before the first of the month and im not sure what to do

    • @Jocolindres
      @Jocolindres 9 месяцев назад

      Should I wait till next month to help the client? How do I go about the creation of content ahead of time ready for the month?

  • @jordana94
    @jordana94 Год назад

    Why can’t you just use the meta business suite instead to track the analytics and to reply to m?

    • @miloupietersz
      @miloupietersz  Год назад

      You can, but the insights aren’t as great, but ro start out it’s ok

  • @jordana94
    @jordana94 Год назад +1

    Why do you need there address?

  • @Jocolindres
    @Jocolindres 9 месяцев назад

    If someone wants to gain more clients where does that fall under the metrics?

    • @miloupietersz
      @miloupietersz  9 месяцев назад

      If you do cold outreach on behalf of them through social media you can track traffic - calls booked - interest.
      Email list sign ups, CTR on promotional stories and posts. It really come down to traffic because we can’t be responsible for the conversion itself.

    • @Jocolindres
      @Jocolindres 9 месяцев назад

      @@miloupietersz I don’t get it sorry