6.3M
ETMy onboarding process
I don’t veer much from this process as it creates transparency & clarity for both the client and me.
#emailmarketing #freelance #agency #clients #entrepreneur
@ethanleblanc___
#Onboarding Process
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84.5K
HEHere’s how we onboard a new client at our personal branding agency!
#founder #founderlife #onboardingclient #agency #viral
@hey.sanober
164.5K
HOWhen I first launched my brand design studio (almost 3 years ago) I had no idea how to ‘onboard’ a client.
So, I’m starting a mini-series where I share everything I wish I knew. From onboarding to positioning yourself for dream projects.
If you’re going freelance (or already are but feel like you’re winging it), this is for you.
Today we’re talking onboarding. Once you’ve got the right systems in place, it becomes quick, simple, and way more streamlined.
Comment ‘NOTION’ if you want the exact Client Portal + Strategy Questionnaire Template that I use and I’ll send you the link.
Or comment ‘CONTRACT’ for my Client Contract Template.
@notionhq
@hodgestudio
127.5K
AKComment "onboard" and I'll send you all template for free
Follow @akshatsadhu.web for more
[Freelancing, agency owner, agencygrowth, processes, documents]
@akshatsadhu.web
![#Onboarding Process Reel by @yeshasanghavi_ (verified account) - Comment down 'notion' and I'll send you my step by step onboarding process
[marketing, marketing agency, team members, onboarding, AI, CHATGPT]](https://image.pictame.com/img/502450500_17864545191399750_903902210783280128_n.jpg?hash=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)
123.4K
YEComment down ‘notion’ and I’ll send you my step by step onboarding process
[marketing, marketing agency, team members, onboarding, AI, CHATGPT]
@yeshasanghavi_
478.7K
CRComment “roadmap” for step by step instructions on how to do this 🚗🚙
❣️ BONUS: message templates inside
Welcome to day 1 of “Job Search from Scratch”
Instead of mass applying, you’re going to first get to the “people”.
1️⃣ type in LinkedIn’s search bar “hiring [job title]”
2️⃣ filter posts by “this week” or “past 24 hours”. Applying right away increases your chances.
3️⃣ you’ll see a bunch of hiring managers looking for their right hand person. Check out the JD
👉 Are you qualified and aligned with the role?
4️⃣ If yes, comment on that post. And send them a quick message.
Message templates inside the roadmap!
5️⃣ Check for mutual connections at the company. If you know someone (even loosely), send them a referral message.
🚀 You’ve got this. SEND IT!
🏷️ LinkedIn tips, networking, job market, job search, marketing roles, hiring, recruiting, job hunt, unemployed, referrals, career advice, tips
@creativepeopleinc
2.2K
THClient onboarding feels like a breeze when you have systems in place! 💅
Follow @thesrestha for content around agency building, content marketing, and making internet money.
#socialmediagrowthtips #socialmediamarketing #socialmediastrategy #freelancingtips #onboardingprocess
@thesrestha
12.5K
SHIf you start working for a client without onboarding, you are setting up yourself to fail!
A smooth onboarding = higher-paying, long-term clients.
I’ve packaged my exact onboarding system into ready-to-use templates.
Comment “TOOLBOX” and get instant access.
@shemeanssocial
18.0K
THComment “Notion” to get access to the project management template 🙌🏻
@thejourneyclub
587.9K
NIA streamlined onboarding process is a great first experience for clients which is needed for scale.
Follow @niksetting to learn more about the scaling process of high-ticket offers👇
@niksetting
48.4K
CHNever in my life have i heard anyone say…
“Wow I loved signing up for that app”
but I wanted to see if I could change that 👀
spent way longer than I usually do on the onboarding for my newest app, and very excited to say I think we pulled it off
the last thing a developer wants to do is work on the screen. but I promise it's worth it
it is the literal first impression a user has with your app and can completely set the tone for what they should expect next
#softwaredeveloper #coding #appdesign
@chris.raroque
354
TWHere’s exactly what we send a client the moment they say yes.
Most people think onboarding is just a contract and a payment link. It’s not. What you send in the first week sets the tone for the entire relationship.
With us, every new client gets a structured process from day one: proposal, contract, questionnaire, invoice, and a private client portal. Everything is clear, organised, and built to move fast. This is what makes a client feel like they made the right decision before you’ve even started the work. 🌟
Save this if you’re building your own client process and follow because we share what’s actually working. 👀
#Marketing #agency #client #onboarding #process
@twopursuemarketing
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