Onboarding Social Media Manager Clients

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  • เผยแพร่เมื่อ 27 ก.ค. 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

ความคิดเห็น • 184

  • @PaulHutchinsondj
    @PaulHutchinsondj 7 หลายเดือนก่อน +11

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

    • @TheSocialShells
      @TheSocialShells  7 หลายเดือนก่อน +2

      Thanks Paul! Glad you like it!

  • @abigailfestus
    @abigailfestus 22 วันที่ผ่านมา +1

    Seeing this 2yrs after, love it

  • @tianacontreras216
    @tianacontreras216 ปีที่แล้ว +1

    You're an amazing resource. Thank you!

  • @kozmospaces8032
    @kozmospaces8032 ปีที่แล้ว

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

  • @shamayitanag712
    @shamayitanag712 ปีที่แล้ว

    You are a lifesaver! thanks for this.

  • @Timestretchdigital
    @Timestretchdigital ปีที่แล้ว

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

  • @misspinksweater
    @misspinksweater 5 วันที่ผ่านมา

    oh my god this is amazing!!!

  • @Antonellaw197
    @Antonellaw197 ปีที่แล้ว +1

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

  • @mkbranding3936
    @mkbranding3936 ปีที่แล้ว +1

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

  • @majimenezdesign
    @majimenezdesign ปีที่แล้ว +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  ปีที่แล้ว

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

  • @socialbykomal
    @socialbykomal 2 ปีที่แล้ว

    Thank you so much for sharing such a valuable stuff 🙌

  • @shaesutton4296
    @shaesutton4296 ปีที่แล้ว +1

    This video was SO helpful! Thank you Nadine!

  • @PrettyStonedOfficial
    @PrettyStonedOfficial ปีที่แล้ว

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

  • @RoseViolet11
    @RoseViolet11 2 ปีที่แล้ว +6

    This is literal GOLD! God bless you 🙌

  • @karabolesetedi3415
    @karabolesetedi3415 ปีที่แล้ว

    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

    • @TheSocialShells
      @TheSocialShells  ปีที่แล้ว

      You're very welcome! Thanks for your feedback!

  • @customcontentwriters9731
    @customcontentwriters9731 10 หลายเดือนก่อน

    I love this. Thank you very much.

  • @LaibaKhan-vf8sj
    @LaibaKhan-vf8sj หลายเดือนก่อน

    Great Guidance.Thank you soo much.

  • @WhataWonderfulWorld-zf7qq
    @WhataWonderfulWorld-zf7qq 9 หลายเดือนก่อน

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

  • @EduardoPereira-iy7js
    @EduardoPereira-iy7js ปีที่แล้ว +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!!!!

    • @TheSocialShells
      @TheSocialShells  ปีที่แล้ว +2

      So great to hear this Eduardo, this is fantastic!

  • @dianaabreu8613
    @dianaabreu8613 ปีที่แล้ว +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

  • @Eyescapade
    @Eyescapade 3 หลายเดือนก่อน

    Very helpful, thanks!

  • @emilymarie8524
    @emilymarie8524 7 หลายเดือนก่อน

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

  • @vibhutiarya2501
    @vibhutiarya2501 ปีที่แล้ว

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

  • @EmilHarker
    @EmilHarker 4 หลายเดือนก่อน

    Thank you. I’ll learn more about that.

  • @aziebzekarias
    @aziebzekarias หลายเดือนก่อน

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

  • @ijyoyo
    @ijyoyo ปีที่แล้ว

    Great video thank you so much for making this

  • @BlakJohn
    @BlakJohn ปีที่แล้ว +1

    This is super great information. Thanks.

  • @MpumehS
    @MpumehS ปีที่แล้ว

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

  • @The1chio
    @The1chio หลายเดือนก่อน

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

  • @chrissulimay
    @chrissulimay 3 หลายเดือนก่อน

    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!

  • @anathkantonda
    @anathkantonda 4 หลายเดือนก่อน

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

  • @olajumokeogunleye4888
    @olajumokeogunleye4888 ปีที่แล้ว +1

    This is very helpful. Thank you.

  • @MillaExplores
    @MillaExplores 2 ปีที่แล้ว +2

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

    • @TheSocialShells
      @TheSocialShells  2 ปีที่แล้ว +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 🥰

  • @adelolaadegbembo
    @adelolaadegbembo 2 ปีที่แล้ว

    This was really helpful. Thank you

  • @HWebb-lu1mh
    @HWebb-lu1mh 2 ปีที่แล้ว +3

    This was great information.

    • @TheSocialShells
      @TheSocialShells  2 ปีที่แล้ว

      Thank you! so glad it was helpful!🙌🏼

  • @rikkileelemmon2475
    @rikkileelemmon2475 2 ปีที่แล้ว

    This was really helpful thankyou!

  • @bubblychery993
    @bubblychery993 หลายเดือนก่อน

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

  • @tasharode
    @tasharode หลายเดือนก่อน

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

  • @dijahtotheworld
    @dijahtotheworld 4 หลายเดือนก่อน

    This was really helpful!

  • @alinalilli619
    @alinalilli619 ปีที่แล้ว

    Amazing videos!! Thanks

    • @TheSocialShells
      @TheSocialShells  ปีที่แล้ว

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

  • @guiajoypiston
    @guiajoypiston ปีที่แล้ว

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

    • @TheSocialShells
      @TheSocialShells  ปีที่แล้ว

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

  • @danielasales9566
    @danielasales9566 2 ปีที่แล้ว

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

    • @TheSocialShells
      @TheSocialShells  2 ปีที่แล้ว

      Aww thank you so much Daniele, that means a lot!❤

  • @nehavermabains4945
    @nehavermabains4945 2 ปีที่แล้ว

    This is awesome 👏

  • @Elegan_te
    @Elegan_te 3 หลายเดือนก่อน

    thank you 💕

  • @wecanwork
    @wecanwork ปีที่แล้ว

    Very helpful, thanks.

  • @kafrufruhon
    @kafrufruhon 23 วันที่ผ่านมา

    I love this❤❤

  • @Jorchual
    @Jorchual 7 หลายเดือนก่อน

    Great Video!

  • @ashleylorenjo
    @ashleylorenjo ปีที่แล้ว

    extremely extremely helpful

  • @Mochi.mochi.icecream
    @Mochi.mochi.icecream 6 หลายเดือนก่อน

    Great content!!

  • @mohamedakram1183
    @mohamedakram1183 ปีที่แล้ว

    Great.Thanks

  • @perseuscameron
    @perseuscameron ปีที่แล้ว

    Thank you so much

  • @Deepak-fj8rw
    @Deepak-fj8rw 8 หลายเดือนก่อน

    Great Content

  • @-pagebooklipraly8352
    @-pagebooklipraly8352 หลายเดือนก่อน

    perfect video

  • @tobydundas
    @tobydundas ปีที่แล้ว

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

  • @AjayAKR1
    @AjayAKR1 ปีที่แล้ว

    Really helpful 🙌

  • @rajuvairagi6582
    @rajuvairagi6582 9 หลายเดือนก่อน

    thanks

  • @MselynMedia
    @MselynMedia 5 หลายเดือนก่อน

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

    • @TheSocialShells
      @TheSocialShells  5 หลายเดือนก่อน +1

      I teach this in my course lovely

  • @betterourselves
    @betterourselves ปีที่แล้ว

    Thank you

  • @elithyajira
    @elithyajira ปีที่แล้ว +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  ปีที่แล้ว +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 :)

  • @ashleekositz3094
    @ashleekositz3094 4 หลายเดือนก่อน

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

    • @TheSocialShells
      @TheSocialShells  4 หลายเดือนก่อน +1

      I have this video inside my course lovely

  • @trahman47
    @trahman47 ปีที่แล้ว

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

  • @pamgould1006
    @pamgould1006 2 ปีที่แล้ว

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

    • @TheSocialShells
      @TheSocialShells  2 ปีที่แล้ว +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.

  • @-pagebooklipraly8352
    @-pagebooklipraly8352 8 ชั่วโมงที่ผ่านมา

    ♥♥♥

  • @Daisybzt
    @Daisybzt 2 ปีที่แล้ว +1

    This is really helpful, thank you for sharing!

  • @selfyogastudio5396
    @selfyogastudio5396 2 ปีที่แล้ว +1

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

    • @TheSocialShells
      @TheSocialShells  2 ปีที่แล้ว +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 2 ปีที่แล้ว

      @@TheSocialShells absolutly! Thanks so much

  • @thanviHimanshu
    @thanviHimanshu ปีที่แล้ว

    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

    • @TheSocialShells
      @TheSocialShells  ปีที่แล้ว

      1 or 2 emails and I teach that in my paid course

  • @dashataylor6348
    @dashataylor6348 6 หลายเดือนก่อน

    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  6 หลายเดือนก่อน

      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

  • @tiago__claro
    @tiago__claro ปีที่แล้ว

    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  ปีที่แล้ว

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

  • @maika9659
    @maika9659 2 ปีที่แล้ว +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  2 ปีที่แล้ว +1

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

  • @IsauraAbreu
    @IsauraAbreu 2 ปีที่แล้ว +1

    😍😍😍

  • @gabisantos150
    @gabisantos150 2 ปีที่แล้ว +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  2 ปีที่แล้ว +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 ปีที่แล้ว

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

    • @yoitsshan
      @yoitsshan ปีที่แล้ว

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

  • @iamdeadsh0t
    @iamdeadsh0t 2 ปีที่แล้ว +1

    😍

  • @merafi3064
    @merafi3064 ปีที่แล้ว

    🎉

  • @ashleylorenjo
    @ashleylorenjo ปีที่แล้ว

    Is there anything on after the 3 months contract?

    • @TheSocialShells
      @TheSocialShells  ปีที่แล้ว

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

  • @EmilHarker
    @EmilHarker 4 หลายเดือนก่อน

    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  4 หลายเดือนก่อน

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

  • @danielledutoit251
    @danielledutoit251 ปีที่แล้ว

    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  ปีที่แล้ว

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

  • @user-eo9oc2nj5d
    @user-eo9oc2nj5d 9 หลายเดือนก่อน

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

    • @TheSocialShells
      @TheSocialShells  9 หลายเดือนก่อน

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

  • @hansa7509
    @hansa7509 12 วันที่ผ่านมา

    is it possible to get the client questionnaire ?

    • @TheSocialShells
      @TheSocialShells  12 วันที่ผ่านมา

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

  • @dianaabreu8613
    @dianaabreu8613 ปีที่แล้ว

    Can you suggest any tool for email automatisation?

    • @TheSocialShells
      @TheSocialShells  ปีที่แล้ว

      Active campaign, Convertkit, Mailchimp

    • @dianaabreu8613
      @dianaabreu8613 ปีที่แล้ว

      @@TheSocialShells thank you you are a star ✨

  • @dareincatchillar8537
    @dareincatchillar8537 7 วันที่ผ่านมา

    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?

    • @TheSocialShells
      @TheSocialShells  5 วันที่ผ่านมา +1

      You can send in PDF and use of free tool like smallpdf.com or docusign

    • @dareincatchillar8537
      @dareincatchillar8537 5 วันที่ผ่านมา

      Thank you so much!

  • @reylo101
    @reylo101 5 หลายเดือนก่อน

    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  4 หลายเดือนก่อน

      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 4 หลายเดือนก่อน

      @@TheSocialShells Thank you so much Nadine! :)

  • @SandraManerowska
    @SandraManerowska ปีที่แล้ว

    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  ปีที่แล้ว +1

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

  • @vipulkumarjaltare
    @vipulkumarjaltare 2 ปีที่แล้ว

    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  2 ปีที่แล้ว +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 3 หลายเดือนก่อน

    How to share google drive with client.?

    • @TheSocialShells
      @TheSocialShells  3 หลายเดือนก่อน

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

    • @hunzaawan7178
      @hunzaawan7178 3 หลายเดือนก่อน

      @@TheSocialShells Thank you ❤

  • @user-rg6dk7ej1q
    @user-rg6dk7ej1q 10 หลายเดือนก่อน

    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  10 หลายเดือนก่อน

      no its usual for people to interview more than one person

    • @user-rg6dk7ej1q
      @user-rg6dk7ej1q 10 หลายเดือนก่อน

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

  • @meetmeonthe50
    @meetmeonthe50 6 หลายเดือนก่อน +1

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

    • @TheSocialShells
      @TheSocialShells  6 หลายเดือนก่อน +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 ปีที่แล้ว

    This is super great information. Thanks.

  • @keeli810
    @keeli810 ปีที่แล้ว

    Very helpful, thanks!