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Social media marketing invoice template for Logistics

are you a social media manager overwhelmed by the process of onboarding a new client and you're not alone in today's video I'm going to break down step by step from the moment you sign a new client all the way till the moment you can get them started on social media okay so it will be easy for you to take on new clients and have no extra stress taking care of your current clients now stay all the way till the end if you want to learn how to never ever Chase client payments ever again okay my name is m and I own a multi6 figure social media management agency and I now helped social media managers do the same if you are new here and you haven't downloaded my free road map to becoming a six figure social media manager yet then make sure you do so in the description below now let's get started now before we dive into the stepbystep workflow that we use in my multi6 figure agency I want to point out that our onboarding process is anywhere from 4 to 6 weeks long okay to go through this entire process that I'm going to share with you another great detail is that we only onboard clients on the first of each month this keeps it very structured and organized and this is the way to do it if you want to implement a workflow and a process that I'm sharing with you today okay as a beginner social media manager I used to onboard clients at any date of the month whenever they signed we would start onboarding that and that's really a nogo and I do know that a love social media managers do that so just so you know and just to give you an example let's say we sign a client on the May 15th then we would start onboarding the client June 1st okay so even though they sign they pay their invoice right to get started and Reserve their spot we do not on board them until the first of each month now the very first thing we do to onboard a client is to gather information there are two ways you can do this and we actually use both ways the first thing is a onboarding questionnaire we send an onboarding questionnaire to all of our clients that gathers information it will include their name their address phone numbers branding guidelines that they can upload inside the form uh a previous strategy they may have had content calendars drawbox folders content folders that they want to share with us that we can use and those are UL that are included in the onboarding questionnaire now outside of that we have an actual onboarding call now on the call will actually make sure they filled everything out so we have everything from them and gather their login credentials to their social media we make sure that on the onboarding call we actually log into their accounts it's the very first thing we do most accounts have two Factor authorization and it's very messy if you don't do it on the phone with the client okay because then you're going to go back and forth about the codes trying to get in so this is something we do on the onboarding call now the second thing we do in the onboarding call is walk them through a questionnaire that dives deep into their business Their audience their pain points what they're looking to achieve on social media things that we need to know in order for me to create the social media strategy for them okay so again you will send them the questionnaire form to fill out in their own time and then um the questionnaire that we go over um in the actual call it's separate we do send it to them beforehand just so they know what we're talking about and then we go over all this information on the actual onboarding call now if you're a brand new social media manager still looking to get clients then make sure you check out my video where I share how to get social media management clients with absolutely no experience now the second thing we do to onboard a client is to set up their workspaces there are three workspaces that we create for clients with different purposes the first workspace is inside our project management tool click up inside of clickup we do all content calendars revisions we have all the information from the client on file their resources links to their content Banks Etc the project gets managed on clickup so each client has their own workspace as you can see here this is what that would look like now the second workspace we create for them is actually inside of Slack this is our communication Channel where we have a workspace with each client and our team in there to communicate of course we still use email as a Communication channel for important things to have them on record and communicate with them but slack is great for the day-to-day conversation with clients or if they need anything from us to have a chance to contact us outside of email now the third workspace we create is for all the creative assets and and that is inside of canva every client has their own folders and workspace inside of our canva where we set up first of all their brand kid based on their branding guidelines so we have all their branding on file inside of canva because we do work in canva for creatives and then inside of that folder we have social media templates they're designed by our designer during this process and the second one would be for any assets or stories and they're all organized within their workspace so this way any of our team members can just go into that folder and they know exactly where to work on on each client so there are three workspaces that you will create for a client in the onboarding process to make sure that you have everything so to wrap it up it's the project management tool and this can be any tool of your preference slack communication tool it is optional but I highly recommend it and the thir tool is canva where we set up a workspace now the third thing we do to onboard a client is setting up their accounts in a social media management tool now while I did mention to you that we do all revisions and content calendars inside of clickup our project management tool we will still connect them to a social media management tool for their analytics our personal preference is aora post social media Schuler but there are some tedious tasks that come along with connecting an account to a social media scheduler so in order for you to connect your client's account to a thirdparty social media scheduler you would need to be the admin of let's say you're managing an Instagram you would need to be the admin of the Facebook page that is connected to their Instagram okay so the client would have to make you an admin if they don't have a page connected you could create a page or they could make that connection and again make you an admin so that way you can hook them up to a social media scheduler and this is different for every platform but you need some type of login information or admin access to the account in order to connect them so again it's a very tedious task but very important because otherwise you cannot schedule content if you do happen to schedule and publish content like that and you cannot track their insights and analytics of course you can track insights of the platform but it is very important to have a a full overview of their insights and share it with them share reports with them on a monthly basis now outside of the social media scheduler the only other software you may use again it's optional but for us personally we use many chat many chat is an automation software for Facebook Instagram and it's a great way to strategically set up keywords that trigger messages inside of Instagram and Facebook accounts but again this is connected to an account so you would either need to set up a man chat account through their Facebook page or they can give you their login info make you an admin of their man chat account so that you can manage the connection that is going on on their social media accounts now if you haven't downloaded my free road mapap to becoming a sixf figure social media manager yet make sure you do so it's in the description below now following these three steps I just went over I know it included a lot of information but you will now have everything to start on the content creation process for a client okay so if you follow this step by step you will be ready to start creating content with the team and send it over for approval with a client but this would complete your onboarding process to have everything in place to start managing the client start getting things ready for them and they should be fully set up in your system now if you haven't noticed one thing I did not cover is payment so we don't start onboarding a clients until they sign the contract and pay their invoice now of course there are many different ways that you can set up payments we personally use dado so the contract in invoice are tied together inside of dado and now what happens is that they are automatically on auto pay now if you want to stop chasing clients for payments you need to put them on autopay there are a couple different ways that you can do this you can use software like wave honeybook QuickBooks dub like I mentioned and you can get automatic payments on clients this way they always pay on time and it doesn't disrupt services with you if you have to chase them for payments okay another thing you can do is get a credit card authorization form signed by a client and process their payment on the day that they're supposed to pay through software again like wave honeybook or QuickBooks itself okay so again if you to stop chasing clients for payments this is a must step now this completes the onboarding step-by-step video for today I hope you found this helpful if you did make sure you comment below subscribe leave a comment share it with your friends DM me on Instagram so that I know you found this helpful and I can create more videos like this just for you and I will see you guys next week