My Exact SMMA Client Onboarding Process

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  • Опубликовано: 19 янв 2025

Комментарии • 72

  • @JordanPlatten
    @JordanPlatten  3 года назад +12

    📱 Book A Free Call With Affluent Academy Senior Consultant, Connor: calendly.com/academy-consultants/strategy-call-smm?sl=RUclipsVid251
    ❌ NOTICE: We’ve seen a lot of fake imitation accounts in the comments recently, please be cautious

  • @emiraslan8441
    @emiraslan8441 2 года назад +7

    man i was stuck running against an invisible wall, this video has just lifted that wall up for me thank you so much!!

  • @ShielaSimonet
    @ShielaSimonet 3 года назад +30

    Woah! This is just perfect and great timing! I've been redoing my SMMA systems and I'm now on my Onboarding process. Glad that you mention, client communication! I've been considering if I should use slack for client communication. You are so right about WhatsApp! I use this too with my current client and our communication is so much easier. Thank you for sharing so much value! 🖤🖤🖤

  • @sunnygupta9154
    @sunnygupta9154 Год назад +4

    00:00 Onboarding clients is crucial for any service-based business
    01:48 Make communication with clients easy and frictionless
    03:28 Always take payment upfront to avoid unpaid work
    05:12 Sending an onboarding email is crucial
    06:50 We use Google Drive to collect content from clients.
    08:31 Clear communication, regular updates, and overall strategy are key to our client approach.
    10:05 Clear communication is key in the onboarding process
    11:38 Building strong relationships with clients is key to success in service-based businesses.
    Thank you

  • @Ricky-G99
    @Ricky-G99 3 года назад +14

    This video just came in the right time 🙏

  • @fathulbariofficial
    @fathulbariofficial 3 года назад +11

    These are some really practical ways. Although I am not in a position where I can relate to this, but I am sure I am gonna need to use these tips in couple of years. Thanks for sharing sir ❤️

  • @felixmorris6560
    @felixmorris6560 2 года назад +2

    This is honestly the best video I have seen on the specific process of signing and onboarding a client. As a young person who is starting an agency, I can say that this video has been the most beneficial and informative video I have seen. It has certainly boosted my understanding and knowledge of SMMA and hopefully I can use it to create a successful agency. Thanks Jordan 🙏

  • @Justin_RKay
    @Justin_RKay Год назад +1

    Wow! I was just about to onboard a client😅this is helpful Thanks Jordan!

  • @carlosalvarado6237
    @carlosalvarado6237 3 года назад +3

    Bro i needed this! Thank you!

  • @rafiekgideon
    @rafiekgideon 3 года назад +1

    Perfecting timing Jordan! 😳

  • @louie.larios
    @louie.larios 11 месяцев назад

    Found your channel and I’m hooked! Thank you for all you do and help 😊

    • @JordanPlatten
      @JordanPlatten  11 месяцев назад

      Glad you're enjoying the content!

  • @bwillow_
    @bwillow_ 8 месяцев назад

    needed this transparency👌ThanQ!

  • @thekaratesuit
    @thekaratesuit 2 года назад +2

    i've been using whatsapp rather than email for this exact reason

  • @amanraghuwanshi1960
    @amanraghuwanshi1960 2 года назад +17

    I'have a suggestion, google have introduced a new chat feature in Gmail, we can easily make a chat room and join our team and clients, everyone don't have whatsapp but everyone have email.

  • @Worksapce.Ventures
    @Worksapce.Ventures 11 месяцев назад

    You are the best, thank you!

  • @pierremakengo4653
    @pierremakengo4653 3 года назад +9

    Quick question Jordan - if you use PandaDoc contract payment, how do you set up automatic recurring invoices/billing to the client?

  • @vaibhavmore7936
    @vaibhavmore7936 3 года назад +2

    Very informative 🔥🔥

  • @letsiemapeshoane7830
    @letsiemapeshoane7830 2 года назад

    exactly what i need thanks jordan

  • @arise_n_mind68
    @arise_n_mind68 3 года назад

    Helpful, thanks brothaman.

  • @rachadballout8087
    @rachadballout8087 2 года назад

    Man you are a genius Wow

  • @khosii.m
    @khosii.m 3 года назад +1

    Thank you Jordan, very helpful 🙏

  • @maureen_mauryn
    @maureen_mauryn 3 года назад +1

    This is great info.

  • @jefffairchild1854
    @jefffairchild1854 Год назад

    How did you learn what to say to help a business's manufacturing process in order to consult them on it?

  • @ggunzwebmarketing
    @ggunzwebmarketing 3 года назад +3

    Merci du partage moi aussi c'est cette agence que je lance

  • @adambatakji5408
    @adambatakji5408 3 года назад +1

    amazing value

  • @ThomasPacheco80
    @ThomasPacheco80 2 года назад +2

    great video! thanks for sharing. I do something very similar!

  • @jakemadonia
    @jakemadonia Год назад

    Do you suggest business manager or meta business suite for Facebook and Instagram ads

  • @lspr5134
    @lspr5134 3 года назад +3

    Do you create a specific what’s app group for each client?

    • @JordanPlatten
      @JordanPlatten  3 года назад +2

      Hey, yeah that’s exactly what we do!

    • @lspr5134
      @lspr5134 3 года назад

      @@JordanPlatten Thank you :)

  • @chitdigital7057
    @chitdigital7057 2 года назад +2

    Do you have a step by step video showing how to setup the google form, the loom videos and the google drive?

  • @jasonsmith5590
    @jasonsmith5590 3 года назад +7

    Jordan what version of whats app do you use? Is it Whats app Bussines or API?

    • @tehgringe
      @tehgringe 3 года назад +2

      I would suggest WA Business, the API is for much larger organisations where as Business is ideal for 1-1 customer comms. If you need more than one user/agent to access the account, then Business API is what you would then go for. Solo operator use Business.

    • @JordanPlatten
      @JordanPlatten  3 года назад +2

      Just the standard WhatsApp app!

  • @noahthornton5583
    @noahthornton5583 2 года назад

    How does the client communication guide work? Thanks.

  • @Anton-vc8ii
    @Anton-vc8ii 2 года назад

    If the clients Business manager isn't Verified, how do they get it? or do we as an Agency do it for them?

  • @tylerdrury9345
    @tylerdrury9345 Месяц назад

    So we’re not getting billed on ad spend? What do you mean by that? I thought it a client pays me 2k (1k service 1k ad spend) then I use that 1k for ad spend?

    • @JordanPlatten
      @JordanPlatten  Месяц назад

      Check this pricing video out, this should give you more clarity 👍 m.ruclips.net/video/JdjI1jp-JLA/видео.html&pp=ygUJI3NtbXNjYWxl

    • @tylerdrury9345
      @tylerdrury9345 Месяц назад

      @ appreciate the response my man, will do

  • @KeithTBrown
    @KeithTBrown Год назад

    Hey, I'm wondering where to go to get the contracts created and are they dynamic to the customer? Secondly, can you point me to an example of the LOOM videos for the ad account walkthrough. thanks!

    • @Ikiramedia
      @Ikiramedia Год назад

      Hi, were you able to lay eyes on one of these Loom videos for the ad account walkthrough? I would also love to see.

  • @apexvadeor3670
    @apexvadeor3670 3 года назад +2

    I need the contract

  • @smorisch
    @smorisch 2 года назад

    What do you tell clients who don't know who their personas are? I run into this All the time. I usually end up analyzing their accounts to figure out basic persona characteristics.

  • @MselynMedia
    @MselynMedia 10 месяцев назад

    So do we need to create whatsapp group for each client separately or one group where every client will be communicating? a bit confusing.

    • @favourlucyaya5662
      @favourlucyaya5662 19 дней назад

      Separate groups. You don't want another client knowing the business of another client

  • @gleerious
    @gleerious 2 года назад +2

    If you have a media buyer do you put them in the whatsapp group as well or not?:)

    • @JordanPlatten
      @JordanPlatten  2 года назад +1

      I guess if you know how it works and you can answer the concerns promptly and properly, no need to add other people on whatsapp group. But, it can also be beneficial to add them... first hand reporting👌

  • @nathaliacsdr
    @nathaliacsdr 2 года назад

    Hi there!! what is the name of the website you use to make the contracts?

    • @JordanPlatten
      @JordanPlatten  2 года назад +1

      You can try PandaDoc, and there's a lot online :)

  • @mourwaldhukpour1079
    @mourwaldhukpour1079 2 года назад

    Need a contract for SMMA. Don't know where to get it.

  • @jakepowell850
    @jakepowell850 2 года назад

    Where can I get the contracts can you do a walk through

    • @JordanPlatten
      @JordanPlatten  2 года назад

      right now, there's a lot of sample contracts available online 👌

  • @danielakbari3447
    @danielakbari3447 3 года назад

    I usually do the "questionnaire" during our meeting. Is that wrong?

    • @JordanPlatten
      @JordanPlatten  3 года назад +1

      Hey Daniel, nothing wrong with that dude, but this structure here is what has worked insanely well for me, which is why I recommend it.

  • @Saul-lw2xo
    @Saul-lw2xo 2 года назад +1

    Does somebody have a template for a contract?

  • @azzy729
    @azzy729 3 года назад

    What a banger

  • @abdullahdanish7908
    @abdullahdanish7908 2 года назад

    Whatsapp group is a great idea😅