Add New Client Onboarding Checklist Autograph with airSlate SignNow

Add signed New Client Onboarding Checklist

all right what is going on guys welcome back to another video if you're smmma owner i'm gonna be giving you guys a onboarding checklist so you can onboard clients more frequently streamline your onboarding process make more money set better expectations and ultimately get more clients make sure you guys like comment and subscribe to today's video in the channel as well as i upload every single day for sm s mma excuse me owners like you and facebook ads funnels copywriting you know delegation system software it's all the things that you need to scale and grow your business here so let's get into this video [Music] if you are onboarding clients into your smma very frequently these things will help you streamline so how we basically formulate things is obviously there is the booked call right there's the sales call and on that sales call we make the client pay on that sales call we don't do a two call close we do a one call close because i don't want people thinking about it or getting buyers remorse or whatever the case may be it helps me streamline things better after the client pays on that call we give them deliverables to them streamline the onboarding process so first things first is after they pay we send them a calendly link that calendly link is going to then get them booked for their onboarding call so that's what your account manager your on-boarder your project manager whoever that is in the business that's onboarding clients onboarding their facebook assets setting up their tracking you know uh at you know getting their business manager id so that you know we can then request access to them and then become a partner within facebook right second thing we do after that is we then have them fill out a type form okay a type form is just a simple questionnaire that gets the client information you know the first name last name their billing address um you know what the current revenue is what their urls are where your google drive folder link is um you know what's your website log and stuff like that so that we can kind of streamline fulfillment so now we have the client's information to do what we have the client's information to know those that exact information of their phone number as well in case the onboarder needs to contact them outside of their onboarding call or an account manager has to contact them outside of their you know client communication within slack okay so once that type form's filled out also we have you know a va who is now able to get the contract ready so the client paid they got their onboarding calls scheduled they fill out that type form now my va is now alerted to now take that address the name the email you know the phone number and then obviously make the client contract and...