Onboarding Process for Social Media Management Clients

Introduction

• Importance of a structured onboarding process for new social media management clients.
• Milton's background: Owner of a successful social media marketing agency.
• Goal: To share an effective onboarding process to ensure smooth transition and professional appearance.

Step 1: Collect Client Information

• Tool Used: ClickUp (or Google Docs as a free alternative).
  • Create a form to gather essential client data:
  • Client name.
  • Mailing address (for marketing or gifting).
  • Brand guidelines and assets (e.g., logos, fonts).
• Objective: Gather necessary information prior to the onboarding call to address any missing materials.
• Action: Upload collected assets to a design tool (e.g., Adobe Express) to create a brand kit.

Step 2: Create Brand Assets

• Challenge: Many clients may not have adequate brand assets available initially.
• Solution: Use Adobe Firefly AI to generate custom brand assets.
  • Steps to generate assets:
  • Describe the desired image (e.g., "laptop standing on a desk").
  • Adjust settings (aspect ratio, lighting).
  • Incorporate specific branding elements (e.g., colors).
  • Benefits of using Adobe Firefly:
  • Produces high-quality, custom images tailored to client branding.
  • Flexibility to iterate on images until satisfied.
• Integration: Use Adobe Express to edit and fit generated images into desired formats (like social media posts).

Step 3: Setting Up Tools and Software

• **Important Tools to Integrate:
  1. Social Media Scheduler:
  • Enables scheduling and analytics gathering for content.
  • Recommendations include a referral link for a trial version to clients.
  1. ManyChat:
  • Used for automating engagements on platforms like Instagram and Facebook.
  • Admin access often required for full integration.
• Importance of Engagement Automation:
  • Helps manage large volumes of comments and interactions, enhancing client responsiveness.

Step 4: Onboarding Call with Clients

• Confirm all team members are logged into relevant tools.
• Prepare a content calendar to present to the client.
• Discuss strategy and any additional resources (e.g., social media strategy template).

Conclusion

• Highlight the time investment: The onboarding process can take 4 to 6 months before posting begins.
• Set clear expectations with clients regarding timeline and activities.
• Offer strategies to prepare clients to avoid confusion about posting schedules.
• Encouragement: Encourage interaction with the video for helpful insights.