Скачать или смотреть Day 8: Building My SMMA – Creating My Client Onboarding Process

In this video, I take you through the crucial steps of creating a client onboarding process for my Social Media Marketing Agency (SMMA). Watch as I break down my strategies and tools to ensure a seamless experience for new clients.

Learn about the best practices for onboarding that can help you retain clients and streamline your operations. Whether starting your own SMMA or looking to improve your current processes, this video provides valuable insights and practical tips.

Don't miss out on this essential guide to building a successful client onboarding process for your agency. Make sure to like, comment, and subscribe for more behind-the-scenes content on building a thriving SMMA.

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Here are the timestamps for this video:

0:00 - Introduction and Overview
1:06 - Google Doc Template Introduction
3:00 - Example Email for Sending Invoice
7:08 - Creating the Contract and Agreement
12:00 - Finalizing the Contract
13:00 - Setting Up DocuSign Account
14:13 - Uploading and Preparing Documents for Signature
15:59 - Adding Client Information in DocuSign
18:01 - Recap of Client and Signature Process

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