New Client Onboarding Process | Freelance Social Media Manager

แชร์
ฝัง
  • เผยแพร่เมื่อ 30 ก.ย. 2024

ความคิดเห็น • 104

  • @iamshellin_
    @iamshellin_ 2 ปีที่แล้ว +58

    1. Have a contract.
    2. Send an invoice.
    3. Create a Client Questionnaire.
    4. Get account access.
    5. Give a clear scope and timeline.
    Thanks, Latasha! You always give valuable information. You are a blessing to aspiring SMMs!

  • @melodeendigaye
    @melodeendigaye 3 ปีที่แล้ว +103

    Can I just say that I REAAAALLY appreciate and value the content that you share!? I've never left your videos without learning something new, or being confirmed in the fact that I'm on the right path. Thank you for sharing

    • @thelatashajames
      @thelatashajames  3 ปีที่แล้ว +4

      Thank you so much for the kind words, Melodee! I needed that today 🤗

    • @shukriabdi4271
      @shukriabdi4271 3 ปีที่แล้ว +2

      I swear I could not agree more. I have an entire degree in PR but no one ever broke it down like this!! She really is doing God’s work

    • @geninebarnard3868
      @geninebarnard3868 3 ปีที่แล้ว

      Thank you as well! I am just starting out with SM management & your videos are helping me a lot :)

    • @Licaanswer123
      @Licaanswer123 2 ปีที่แล้ว

      agreed. I've learned a lot!

  • @happinessehis5730
    @happinessehis5730 3 ปีที่แล้ว +29

    This is a whole masterclass. Thank you so much. Very helpful

  • @discosphinx
    @discosphinx 2 ปีที่แล้ว +2

    I just got hired to work with my first social media client. Yay! I am so new at this. Question: Do we need their social media passwords to log in and post? Or do we send posts to google docs for them to review and THEY post it? Ya, I am that new. Help!

  • @1.5Koreans0.5American
    @1.5Koreans0.5American 3 ปีที่แล้ว +15

    👇Latasha fans attendance💛

  • @emilytewater6970
    @emilytewater6970 3 ปีที่แล้ว +20

    I have to just say that I appreciate the content that you share so freaking much! As someone launching their smm business soon, and who doesnt have a ton of capital to use to startup by taking $200 courses, these videos have literally saved my butt! I will definitely be getting the toolbox at a later stage! Thanks so much again :)

  • @sashabriellle
    @sashabriellle 2 ปีที่แล้ว +8

    I am binge watching your videos and you are so thorough! You can just tell you are operating in your life purpose because teaching comes so naturally to you. Thank you for your content and information!

  • @fafaflaviabotelho
    @fafaflaviabotelho 3 ปีที่แล้ว +11

    Hey Latasha! Love your content! Could you please make a video about how you charge for your services and if you group your services into categories and set a monthly price when offering services on that category, for example. What do you include, what do you exclude, what is mandatory and what is optional (planning, strategy, copywrite, graphic design, manage chats, etc) and how that impacts the price. Another example: do you set a limit of posts per week depending on the monthly fee? How do you manage overwork on a project that might not pay you enough for the hours you're actually working?

    • @ForevaABBIEx3
      @ForevaABBIEx3 3 ปีที่แล้ว +1

      I believe she has a video on that already (on pricing). I love the rest of your suggestions and would look forward to those videos as well!

  • @bycamil-5671
    @bycamil-5671 2 ปีที่แล้ว +1

    I am not going back to college i just learnt more during this video that in my marketing school 😅

  • @thandomalik7141
    @thandomalik7141 3 ปีที่แล้ว +10

    This is so awesome, sending in final documents to a client ready to work and this couldn’t have come at a better time... 👍🏽

    • @thelatashajames
      @thelatashajames  3 ปีที่แล้ว +1

      Awesome, I hope it's helpful! 🙌🏽

  • @KylaString
    @KylaString 9 หลายเดือนก่อน +1

    Thank you for being so generous with your knowledge and tips!! Super helpful as I start out.

  • @GrowWithWill
    @GrowWithWill 3 ปีที่แล้ว +3

    You are only as good as your systems -- it's always helpful to outline standard operating procedures for anything you have to do more than once.

  • @kayh1716
    @kayh1716 2 ปีที่แล้ว +3

    Your content is always so useful, easy to follow and authentic - really helpful for a first-time freelancer! Thanks so much.

  • @camillabrandao_ads
    @camillabrandao_ads 3 ปีที่แล้ว +3

    You provide such an amazing. content! Thank you!

  • @euphonicdoll
    @euphonicdoll 2 ปีที่แล้ว +1

    I found your videos a few days ago and every time I come onto youtube I see a video of yours I need to watch. VALUABLE CONTENT. Thank you.

  • @chrisduncanbus9101
    @chrisduncanbus9101 3 ปีที่แล้ว +2

    thanks for this video this term onboarding client keep poping up did not know what it meant also like client survey idea👍👍👍👍

  • @SixJana
    @SixJana 3 ปีที่แล้ว +2

    I think I have watched this one 3 times already haha, so helpful!

  • @lindal6237
    @lindal6237 3 ปีที่แล้ว +2

    You’re my fave!! Always come back to your videos. Thanks so much girl!

  • @TheLillyPierce
    @TheLillyPierce 3 ปีที่แล้ว +2

    This was succcchhhh a good, informative video. Best I've seen in a while, thanks so much, already so helpful! Gonna try and purchase the toolbox as well! :)

  • @desiree139
    @desiree139 3 ปีที่แล้ว +3

    Every time I watch your videos, I learn something new! Keep up the great content Latasha 👍🏽

  • @vibrantmoves9103
    @vibrantmoves9103 3 ปีที่แล้ว +4

    Thank you for always being such a great help 🙏🏽

  • @leahsullivan5751
    @leahsullivan5751 3 ปีที่แล้ว +3

    Your videos are always soooo packed with info! Thank you!

  • @StiversMediaDesign
    @StiversMediaDesign 3 หลายเดือนก่อน

    I'm new to HB and own a digital marketing agency. When considering social media management, do you create a new project each month?

  • @gabriellerosa_
    @gabriellerosa_ ปีที่แล้ว +1

    amazing content. I learn something new every video thank you so much xx

  • @ilysorganic3058
    @ilysorganic3058 2 ปีที่แล้ว +1

    Love your videos. As usual very helpful. Thank you

  • @zuzana.miraka
    @zuzana.miraka 2 ปีที่แล้ว +1

    thank you for sharing the step by step process. Always so helpful 🙏🏻

  • @anthonyjohnson3938
    @anthonyjohnson3938 ปีที่แล้ว

    Hello, I have a wedding business and I am curious if I can use my SMMa contract with tweaks as a guide to create my wedding contract

  • @jaimeamanda4147
    @jaimeamanda4147 ปีที่แล้ว

    Could you share more info on how clients share their accounts on Lastpass?

  • @dafnenavarro7080
    @dafnenavarro7080 3 ปีที่แล้ว +1

    You are Amazing!! My youtube teacher! Thanks for all of your vids, they're really helping me with my business. Sending you love and abundance from Baja, México 💚🌵

  • @Jocolindres
    @Jocolindres 6 หลายเดือนก่อน

    Do you have a template for scope and timeline I can purchase?

  • @3rdtwirl494
    @3rdtwirl494 ปีที่แล้ว

    i nearly had another client but when she shared her fb page i am unable to locate it. so odd. is it because she is in a different country ? even when she shared the link it just wouldnt show on any of my devices. even when googling her

  • @ClarinetsForever223
    @ClarinetsForever223 3 ปีที่แล้ว +1

    This was PERFECT timing! Thank you.

  • @CMDuhart
    @CMDuhart 4 หลายเดือนก่อน

    How long should a contract be? one year?

  • @Jocolindres
    @Jocolindres 7 หลายเดือนก่อน

    so your saying I could ether do add an admin for the passwords or do it through a third party?

  • @MarvellousOlayinka.
    @MarvellousOlayinka. ปีที่แล้ว

    Google forms for client questionnaire

  • @sharonasmith7739
    @sharonasmith7739 3 ปีที่แล้ว +1

    Your videos are always very informative. I love it

  • @marietamccune84
    @marietamccune84 ปีที่แล้ว

    Hey Latasha, what do you mean when you say in the video to "have the onboarding of the new clients down pat?" Am I hearing 👂it right? English is my third language & I am a translator. t is just bugging me that I do not know how to translate this word combo. I never heard it before. Does it mean to make something cushened/patted?
    Can I offer to translate the subtitles of some of your videos in Bulgarian 🇧🇬 or Russian 🇷🇺 or Spanish 🇪🇸? You have a great content ☆☆☆🌹☆☆☆

    • @thelatashajames
      @thelatashajames  ปีที่แล้ว +1

      down pat is a term that means to have something memorized perfectly, or have a system for. hope that helps! :)

  • @appleprieto5350
    @appleprieto5350 ปีที่แล้ว

    Do you still use honeybooks?

  • @CJ-ASMR-
    @CJ-ASMR- 3 ปีที่แล้ว

    How do you organize all of these files ? thanks!

  • @isntlifebetter
    @isntlifebetter ปีที่แล้ว

    oh my gosh!!! Thank you for telling me about LastPass. I have always been scared about hacking

  • @fdentconsulting1103
    @fdentconsulting1103 2 ปีที่แล้ว

    do u do coaching?

  • @ramontarruellasinternetmar565
    @ramontarruellasinternetmar565 3 ปีที่แล้ว +1

    Your videos have very good information, I like them!

  • @ablescott2854
    @ablescott2854 2 ปีที่แล้ว

    Hello Latasha, Awesome video, and great resources provided. Thank you. I subscribed to Honeybook for the On boarding questionnaire, Just not sure how to begin creating it in Honeybook. Are you able to instruct me? Blessings.

  • @hunterberg2189
    @hunterberg2189 3 ปีที่แล้ว

    I couldn't get anything personalised because fiverr policies don't allow you to zoom call or do anything outside their platform. for that reason Im out.

  • @EffnCrisp
    @EffnCrisp 2 ปีที่แล้ว

    Hi Latasha,
    Loved how you break it down and explained this.
    Although, it would help us alot, if you could share the questionnaire document just so that we can get an idea.

  • @artinnatureview
    @artinnatureview 2 ปีที่แล้ว

    I am from the Ph and the price for the toolkit is too expensive for me huhu, can anyone help get it huhu just learning how to start my freelancing career
    thank you guys!

  • @Tiffanyslocjewels
    @Tiffanyslocjewels 3 ปีที่แล้ว

    Latasha, what camera and lens do you use? It’s so clear. Thanks

  • @caitlyntucker8834
    @caitlyntucker8834 3 ปีที่แล้ว

    Hi Latasha,
    I'm having troubles getting the $1/8 Months honeybook.

  • @ciscoatthedisco5095
    @ciscoatthedisco5095 3 ปีที่แล้ว

    What lastpass plan should one get as a social media manager? Would the free plan work or should I get a different one?

  • @kianjenkinson9022
    @kianjenkinson9022 3 ปีที่แล้ว

    What about people in Australia, Honey book isn’t available to us!

  • @sofiaali1546
    @sofiaali1546 2 ปีที่แล้ว

    Do you have an on boarding form template? ☺️

  • @maud1708
    @maud1708 3 ปีที่แล้ว

    Hi Latasha, is the Toolbox also applicable for EU clients?

  • @sulashidayat
    @sulashidayat 3 ปีที่แล้ว

    How much do you charge for social media menagement?

  • @fatimaalji7228
    @fatimaalji7228 3 ปีที่แล้ว

    I still face difficulties in requesting the access to my client's account , help me

  • @ul8ra
    @ul8ra 2 ปีที่แล้ว

    I was so lost on LastPass when I tried using it. 🥴 would you be open to doing a short or video on this?

  • @ropss16
    @ropss16 3 ปีที่แล้ว

    What tips would you give to a 14 year old teen who wants to start i am scared about my age😭

  • @fernandaaltamirano4377
    @fernandaaltamirano4377 2 ปีที่แล้ว

    You're the absolute best!! thank you!!!

  • @thecommunicationschic3373
    @thecommunicationschic3373 3 ปีที่แล้ว +1

    Omg!! So getting the toolbox!!!!

  • @Bizcoachneha
    @Bizcoachneha 2 ปีที่แล้ว

    I am sure this is the best one👍

  • @dirtstyles
    @dirtstyles 3 ปีที่แล้ว

    This is a great video, full of very useful information for freelancers, many thanks :)

  • @glowmillskincare
    @glowmillskincare 3 ปีที่แล้ว

    This was the most informative video yet! You are so helpful 😊

  • @tuckerhigley6997
    @tuckerhigley6997 2 ปีที่แล้ว

    I use wave as well. Great due to the fact that there is no monthly fee

  • @TheLway123
    @TheLway123 ปีที่แล้ว

    I place my email in for the tool kit and never received it. Is it no longer available?

    • @thelatashajames
      @thelatashajames  ปีที่แล้ว +1

      Sorry about that, that's weird! If you email hey@latashajames.com I can send it to you!

    • @TheLway123
      @TheLway123 ปีที่แล้ว

      @@thelatashajames no worries. Technology has a mind of its own lol. I will send an email and thanks for all the gems you give us 🥺💕

  • @ardellnicoespiritu9876
    @ardellnicoespiritu9876 3 ปีที่แล้ว

    Thank you so much for your content. I super love your voice.

  • @ThenCameRoatan
    @ThenCameRoatan 3 ปีที่แล้ว

    thank you so much, this info is right on time for me!

  • @jaileenpamela
    @jaileenpamela 3 ปีที่แล้ว

    New favorite channel

  • @Jocolindres
    @Jocolindres 7 หลายเดือนก่อน

    is this after the discovery call?

    • @thelatashajames
      @thelatashajames  7 หลายเดือนก่อน +1

      Yes!

    • @Jocolindres
      @Jocolindres 7 หลายเดือนก่อน

      @@thelatashajames thank you!!

  • @kavadiKagirinai
    @kavadiKagirinai 2 ปีที่แล้ว

    Happy to see this type of content 💚

  • @ethomascreative
    @ethomascreative 2 ปีที่แล้ว

    This is so thorough. Thank you!

  • @Naswillshine
    @Naswillshine 3 ปีที่แล้ว

    This was the most straightforward thing ever. Thanks thanks thanks !

  • @vybeproduction426
    @vybeproduction426 3 ปีที่แล้ว

    Sweet Video! needed this today! thank you...

  • @tehreemkhaleq
    @tehreemkhaleq 2 ปีที่แล้ว

    Can i get the toolbox now? I've subscribed to your email, but i didn't get it.

    • @thelatashajames
      @thelatashajames  2 ปีที่แล้ว

      Yes, here's the link! courses.latashajames.com/courses/smmtoolbox

  • @luckygirlceo
    @luckygirlceo 3 ปีที่แล้ว

    This ! Thank you 🙏

  • @alvinreysuplac8551
    @alvinreysuplac8551 2 ปีที่แล้ว

    Really helpful

  • @JacoryonLarry
    @JacoryonLarry 3 ปีที่แล้ว

    You are beautiful!

  • @normalizboringsportscards4181
    @normalizboringsportscards4181 3 ปีที่แล้ว

    ThX

  • @Bryana.peralta
    @Bryana.peralta 3 ปีที่แล้ว

    Is the tool box only helpful for social media management specifically or could it benefit a more generalized virtual assistant as well?

    • @thelatashajames
      @thelatashajames  3 ปีที่แล้ว +1

      Great question! It is specifically geared towards SMMs but you can click the link to view which documents are included, they're all listed on that page. I think a lot of it would also be relevant to VAs (proposal template, case study template, portfolio deck, client welcome kit, etc.)

    • @Bryana.peralta
      @Bryana.peralta 3 ปีที่แล้ว

      Thank you!!

  • @sarahmhx
    @sarahmhx 3 ปีที่แล้ว

    It's a shame it's not available in the UK 😔 it looks like great software!

    • @GeminiCaron
      @GeminiCaron 3 ปีที่แล้ว

      I have purchased it, It seemed okay?

  • @wholesalebuyerdeals
    @wholesalebuyerdeals 2 ปีที่แล้ว

    Ur so beautiful, great content too, Im subscribing right now

  • @putmeonentertainment3299
    @putmeonentertainment3299 ปีที่แล้ว

    Is there a way I could just have a link on my ig page to my HoneyBook site

    • @thelatashajames
      @thelatashajames  ปีที่แล้ว

      Yes you can create a scheduling link in honeybook and link that

    • @putmeonentertainment3299
      @putmeonentertainment3299 ปีที่แล้ว

      @@thelatashajames how?

    • @putmeonentertainment3299
      @putmeonentertainment3299 ปีที่แล้ว

      Rn I bought HoneyBook thinking it was a website builder, boy was I let down… I’m not trying to buy and recreate anything after creating in HoneyBook, all I want now is a way for new clients to click a link that sends them to the workflow (service,question,deposits) ya know, the website u pretty much create just to put inside another website