How To Set Up A Client Onboarding Process For Your Agency To Onboard New SMMA Clients

A repeatable client onboarding process saves you a ton of time & helps set a foundation for a great relationship with your new clients. In this video, I share the exact onboarding process that I use to onboard new agency clients efficiently & effectively. At the end, you can even steal this entire onboarding process to save you a ton of time. MORE INFO BELOW 👇

✔️ WHAT I COVER

Hey crew,

Here's what we're going to cover today:

The Steps To Onboard New SMMA Clients Easily & Efficiently (3:45)

How To Set Up A Repeatable Client Onboarding Process For All New Clients (6:50)

How To Duplicate This Onboarding Template To Use For Your Own Agency (18:00)
📋 STEPS TO DUPLICATE MY CLIENT ONBOARDING PROCESS

1. Sign up for free using the link below if you don't already have a Notion account
https://www.notion.so/?r=75e3ec669cd641ba9e46a5e9b6e457c9

You will get $10 in credit on sign up which is equal to ~ 2 months of their paid plan for free.

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2. Open up the link below to access the onboarding process template
https://www.notion.so/TEMPLATE-Client-Onboarding-Process-a7938a2f74454caa9d471395aa3b8f06

At the top right of the onboarding page, there will be a duplicate button that will duplicate the entire document into your own notion account where you can edit it to fit you and your business best.

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To your success!

- Kyler

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Видео How To Set Up A Client Onboarding Process For Your Agency To Onboard New SMMA Clients канала Kyler Olson