157: Social Media Agency Client Onboarding Best Practices

Social media agencies face many exciting opportunities to work with brands and clients of all shapes and sizes. Although some may focus on a certain niche or industry, many consultants and agencies work with clients from varying industries, experiences and levels of understanding of what social media really is or what it can do for their business. Obviously, each client has different expectations, goals, objectives and grasp of the power of social media. Although it may be tempting to take on any client, a key to success is ensuring the client is a match for the agency. It’s also critical that as new clients are onboarded, they are taken care of from the start. A client’s first interaction with an agency sets the entire stage for how the relationship will kickoff. You only have one chance for your team to make a great first, second and third impression, so why not make the most of it at every touchpoint? Below are some best practices to help social media agencies ensure the onboarding process goes as smoothly as possible with new clients. The best part is that most of these tips can be used for many different types of businesses, not just social media agencies. Take a listen to the 157th episode of the Social Zoom Factor podcast for a deeper dive discussion on each of these 13 points. I share with you exactly the most important steps, tips and strategies for how we onboard clients for my agency, Marketing Nutz.