advertising

The Secret to adding $100k to DFY Ad Management Services

Want to know how I added over six figures to the revenue for my done for you Facebook Ad Management Services?

Well, it was with a low ticket offer or what we like to call a Self-Liquidating Offer. It was part of an overall strategy that I have developed while running ads for clients in the coaching and digital course space. I bundled up my methodology, put it into a Self-Liquidating Offer and sold it for $27. I'm not even including the revenue that was generated from the sales of the product in the hundred thousand dollars.

This strategy also brought in some ideal clients who purchased this product and said, “Oh my, this is amazing! I love what you do. I have watched this training, and it is fabulous, but I don’t want to run ads. I want you to run them for me.”

I had people reaching out to me with a credit card in hand, ready to sign up for my done for you services without even selling to them. The selling had already taken place by them buying my Self-Liquidating Offer. So they came on board as premium clients that I typically charge $4,000 per month, plus a percentage of ad spend.

When clients came on board, we managed their ads for some time and that brought in over a hundred thousand dollars. So it’s probably more like $130k, $140k. I haven't exactly kept tabs on it, but it's well over a hundred thousand dollars.

How to run facebook ads for clients

So why wouldn't an ad manager want to have their own SLO?

While you can run Facebook ads for clients, it's amazing to add additional revenue sources to your business and having an SLO, you can run on autopilot! You don't have to make discovery calls to make sales. You could be doing anything. You could be out having coffee with a friend and your phone dings because you've generated a sale.

And I tell you what, that is such a great feeling for a service provider to actually be able to enjoy that passive income. I wouldn't exactly say it's fully passive, right? There is still work to be done, but it's a great way to offset some lead gen costs. To get people to come into your sphere and know a bit about you, your systems, processes, what you do, and who you are. They then ascend to becoming your done-for-you clients.

So here's four reasons why I think all ad managers should have their own SLO.

Number #1 – Productize a piece of your service.
You have a very valuable skill set that so many businesses need and some of them may or may not be ready for your done for you services.

That's fine, but there will be those ones who are, and they come in after they experience your offer and experience your way of doing things. They love it and want to work with you.

So just productizing a part of it. Like my Client Attraction Code is part of an overall system, which I call the Social Charlie system, where we have all these top of funnels and we keep our top of funnel nice and wide. We bring people in. Then we have this whole retargeting stack of three streams to capture people the whole way through to continue to nurture them and convert when they are ready to make that decision.

We can catch people when they are solution aware and are looking for that solution. We can also draw in and nurture those people who are not at that stage, but we can build that awareness, affinity, and authority with them so that when they are ready to purchase, we are the ones that are on their minds. That's the section of the audience that so many people miss.

Our Social Charlie system is this big comprehensive system and just a fraction of that is helping people to attract and build an audience. That's going to indoctrinate them into their way of doing things, nurture that relationship and have people ideally reaching out to them going, “I've seen you in my newsfeed. I love what you're doing. I'd like to know more about working with you.”

As an ad manager, there is a lot to running Facebook ads. So you could put a product together of some of the things that you've learned or that you’ve applied to your clients. It could be about audience research, pixel installing or teaching about standard events, custom events, and custom conversions. With all these iOS changes that are going on these days, people need help with setting that all up as well. It could be on ad copy and creative. It could be looking at the data metrics, how to scale, or how to optimize. There's so many facets to Facebook ads that you could just zero in on one. That's going to talk to who your ideal client is, draw them out and be attractive to them.

So productize a piece of your process. I always think it's a great idea for ad managers to be running their own ads. When you have an SLO, you put your ad spend behind it; you’re putting your money behind it. So now you're experiencing what it's like for your clients to be spending money on Facebook ads. This gives you a great opportunity to do some more testing that maybe you wouldn't be able to do on your clients.

Number #2 – Making money with an additional revenue stream for your business.
Normally you would be putting your content out there. You would be doing lead gen campaigns to get people to come in and book a call and I've done all that. And man, I've had some calls that were not ideal clients. So putting your SLO out there, you're getting sales at any time. On a day off, while having a coffee or even making money while you sleep. Because it's out there generating revenue for you as well as paying for your ad spend.

Ideally, even if it doesn't cover it fully, at least it's going a long way to offsetting your ad spend.
And that's what an SLO is, a Self-Liquidating Offer. Your lead gen campaigns are bringing people into your world to nurture them, ideally paying for itself.

Number #3 – Attracting those done for you clients by putting your content out there.
You can be hitting a pain point of an ideal client who's maybe doing their own ads and they've been doing it for a while. They feel stuck where they're at and would like to hand over their ads to someone else, but they don't know where to start. They see all these ad managers around and have heard all these horror stories.

How do I find a great ad manager? Well, they can buy your program and can see how you do things. They say, “oh, I like the way they do this.” And then they reach out to you. By bringing in those done for your clients, it's a great way to be able to tap into that audience and bring in these qualified leads who have their credit cards in hand, and they're just ready to buy from you.

Number #4 – You can be building a list of buyers.
Rather than just building an email list where people are disinterested or not engaged, and they're not even opening their emails, you've got people paying to be on your list, and you are creating a great quality list. As an ad manager, you probably neglect having a list of your own because you're busy building up your clients list.

However, this is a great way to help you build your own list and add people who have purchased so that you can offer an additional service. Now, whether it's going to be done for you services, that's one offer. Another one could be that you hold a monthly workshop or every two months, every three months, whatever you can fit into your schedule. You could say, “Hey, I'm doing a workshop on …” (something else that's going to compliment your existing SLO).

So, for example, if you did an SLO on audience targeting, you could be doing a workshop on optimizing your ads or reading the data. Additional workshops you could be offering to these people, who've already shown enough interest in what you have to offer to purchase from you.

You might also offer some coaching spots. If people aren't at that stage of looking for an ad manager, they may be interested in some one-on-one coaching or office hours, as I like to call them. For example, you could have a group of people and for two hours every week, you have your office hours, people can jump in, and you answer their questions. Or you can even do consulting, strategy sessions, or offering audits.

There are so many additional things that you can offer. It’s about bringing in a great quality audience with an SLO. So that's four reasons why I believe ad managers should have their own SLO so you can generate additional revenue, build a list of buyers, or have offers that you can sell to people along the way who maybe aren't ready for done for you services. As well as experimenting with ads with your own ad spend, which is a great thing for ad managers to do.

So if you're interested in creating an SLO, I have a Self-Liquidating Offer Intensive if you haven't run one already. This is an intensive training! We go through all the steps of what you need to do to create an SLO, what would be a good topic for an SLO, creating the sales pages, emails, and email sequences. Using products such as Active Campaign, where there's all the sequences and Thrivecart, which I’ve found to be a great payment gateway because you can track the individual purchases, which so many other platforms do not allow you to do and that is a crucial part of it.

The Self-Liquidating Offer Intensive covers all of that for you, as well as giving you a system so that if you want to add it to your services, to offer clients, whether it's building out an SLO or just running the ads for an SLO, that's all in this training.

Here’s the link to go learn more about the Self-Liquidating Offer Intensive. I hope it has inspired you to see that there are so many more opportunities for you rather than just running strict, done for you services, and believe this is all I can do.

There's lots of opportunities because you have such valuable expertise.

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Different Ad Strategies to Test in this Post iOS World

What different ad strategies can you be testing in this post iOS world?

With the Apple iOS rolled out and changes that are happening with pixel tracking and cookie tracking, and who knows what's going to be unfolding in the future, what are some ad strategies we can start incorporating that will actually keep people on Facebook so that we can continue to retarget them and suffer minimal tracking issues.

Well, there's a number of options. First of all, using Video View Campaigns. Now Video View Campaigns are typically designed to go out to people who are more likely to watch a video.
However, it's worthwhile testing an Ad that is in a Conversion Campaign in a Video View Campaign . What that means is, if you have a Conversion Campaign, with an Ad that is a video, it's got the headline, a link on there to say, learn more, people head over to the website to opt in. Then you can duplicate that ad into a Video View Campaign. So it's pulling in the Headline and Learn More and all the bits that you want for a Conversion Campaign. So you can test it in the Video View Campaign and testing how it performs.

Now heads up, you will see a really low click through rate in a Video View Campaign. In a conversion campaign we want our Click Through Rates to be around 1%. And that's what we need them to be, to have a nice affordable cost per click and keep our numbers all in order then for our cost per lead and such going over to a Video View Campaign. You're going to have a much lower CPM in your conversion campaign. It might be $20, $30, $40 or so but over in a Video View Campaign it could be as low as $10.

That's going to offset the lower Click Through Rate that you're going to have. So instead of a 1% click through rate in a Conversion Campaign, you might only have like a 0.3% click Through Rate in a Video View Campaign, so you're going to have much lower clicks. However, the cost per conversion may still come out the same, because if it was a $10 CPM versus a $30 CPM in your Conversion Campaign, then it's going to cost you a third of the cost of a click, but you're also getting a third of the number of clicks. So they may outweigh themselves there. So keep an eye on that.

You may still come out with $5 registrations for example, but at least then it's still working for you. You've got that lower CPM as well. So that's something for you to test.

How to run facebook ads for clients

Number two is Lead Forms. Now word of caution with Lead Forms, in the past they have been notorious for bringing in low quality leads because it's so easy for people to opt in. Chances are, they've also opted in with an email that they may no longer use. It's an email they set up with Facebook 10 years ago and they may not even check it that much these days. So that's a word of caution there as well, but it's certainly worth trying.

Now there are two different options when you create your Lead Forms, One is for more volume and one is for more quality. While selecting the option for higher quality one should get you a higher quality Lead, still test and see. When it comes to testing, have the client or yourself go in and check the CRM so that you can see if the people opting in are actually opening their emails? Because if they're opting in and they're not opening the emails, that's generally a sign that it's not such a good quality Lead. If they can't be bothered going to check your emails and opening them up. Yes, we can continue to get back in front of them with our retargeting.

People who have submitted the Lead Form, can be in your retargeting sequences. So that's great, but we also want them to show some interest and open up our emails. Check and see that you've got at least 30% of people opening your initial email. That should generally be as high as 60% or even 70% that initial email gets opened. So if it's way under that, then that's a danger sign, but it does decrease to about 30% pretty quickly, probably about by the fourth or fifth email. So just have an eye on those numbers as well to see if you've got some good quality leads coming in there, or perhaps not.

Another sleeping giant of the ad formats has been Instant Experiences. I've used these a bit over the years for various clients, for various reasons, we've created instant experiences that have had a webinar in them, and that people can watch the webinar right there and then click and go over and opt in or purchase or whatever it was. We've also done SLOs self-liquidating offers using instant experiences.

So instant experiences require a bit of setup. They're beautiful. If you don't know what they are, it's actually like a little landing page that fires straightaway. You create it there in Facebook and it's a beautiful, beautiful experience for your lead because it opens straight away and they can look fantastic. If you have troubles with websites, if you have clients who don't have ideal websites, then creating an instant experience could be a really good option for you.

So at least people can open it and they can get educated and become aware about what your client does, what service they offer. And with your instant experiences, you can have a number of them. So you can have page one and then they can click to learn more and they go onto page two so that you can actually build some higher intent audiences, the deeper they go into your instant experiences so that when someone gets to instant experience.

Number three, they've obviously shown a bit more intent. So you may have a retargeting ad that would be talking differently to that audience as you would to someone who's just landed on page one. Now with your instant experiences, they are actually connected to your Facebook page. So you have to go in where you can create them in ads manager, or you can go in and create them via your page, which is probably the more secure place to do them. So instant experiences are great. You can also integrate them with a lead form at this stage. You can't do any purchasing with them.

So like I said earlier for a client, we went through and they could just tap on it. And then they were on the webinar page and they got to watch the webinar and then they would tap. And that's where they would go over to your website after they've watched the webinar or from the webinar over to join now, or learn more or book a call, but you can have that directly in there as well.

So check out instant experiences, have a play with them. With those ones that you can test around a few different campaign objectives, but probably the best one to go with would be a conversion campaign and optimized for landing page views. Because you want them to open it up and fire. So do some playing around with those experiment with them, talk to your clients about them, say Hey, this format, it keeps people on Facebook allows us to track them even more. And we'd like to have a go testing with these, just have 10% of the ad budget that could be going towards testing these instant experience ads. I'm very excited about them going to be rolling out some more testing with those for ourselves and our clients in the near future and excited to see what the results show there.

So that's a couple of ways to be keeping people on Facebook, building your audience on Facebook and being able to re-target them with all the iOS changes, where we may be losing people and they're tracking by going off site. So with lead forms, with instant experiences and then also using our conversion campaigns, popping them over those ads from them, those video ads over into a video view campaign, and just seeing how they perform for you in that objective.

If you want to know more about becoming an elite ad manager and seeing how it's possible to make consistent 5k months, head over to eliteadmanager.com and learn all about our certification and how it can help you as an ad manager, providing a premium level of service to clients.

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How to make additional money as a Facebook ad manager

If you’re wondering how you can make additional money as a Facebook ad manager, other than just doing done-for-you services.

Keep reading!

Now knowing how to run Facebook ads for clients is a super, super valuable skill.
You are a Rainmaker for businesses and can help them turn things around and change people's lives, employ more staff and make a big difference in the economy.

So what can you do that’s not just limiting you to a limited number of done- for-you services? Your knowledge, your experience is so, so valuable. So how can you offer it to more people?

Let’s look at four ways that you can do that. Number one is obviously the done-for-you services. That's your premium services, and that's what you charge a significant rate for as you have experience and expertise.

If you're starting out, then you're not starting out at $2000 or $3,000 a month because you need to get some runs on the board. But ultimately you want to be charging $2000 or $3,000 per month or more running ads for clients. It's a premium service as you're taking a lot of pressure off them that they don't need to learn Facebook ads.

They leave it with you to handle. And as long as they've got that validated funnel, that proven offer, and they know who they're talking to, you can just work the ads. You take that all off their shoulders and that is immensely valuable. So we've got a done-for-you service which as you know we can only take a limited number of clients like that on board.

Another service you can provide is a coaching service and that can be completely scalable. You can have office hours of say two hours a week where people who have hired you for your coaching program, can come in and join you in these office hours. So if they've got any questions about their ads, if they've got bottlenecks, if they want your help, they can just tune into these office hours. You're there on zoom and they can all jump in and you answer their questions. They can learn so much from you and answering their questions directly, or if there's others on the call as well, then they can learn from those questions as well.

So coaching is an amazing opportunity for you because again, you have these skills, you have this expertise that so many business owners want to know, and they can't all afford your services, maybe the lower rate, or maybe even at the higher rate, but you can provide a scalable coaching program. The office hours make it very simple and very easy in that you have a day that for two hours you can just jump on a call.

How to run facebook ads for clients

You can also add on a VIP package to that coaching service with those office hours. So say you've got Wednesdays from 8:00 AM to 10:00 AM office hours. And people can just jump in then and answer their questions. You can also offer a VIP service that could be access to you via Voxer. For example, that Mondays to Fridays, if people have got questions, they can just send you a Voxer and you answer like just one a day. That's a big key here! You want to have those boundaries set. You don't want to be hit up in Voxer like 12 times a day and then you're spending so much time in there.

Look at the voxes once a day and therefore people will be very thorough with their thoughts and what questions they have for you. And instead of asking you a little question here, you answer it. And then this is the next one. Here's the next one. It'll help them with their thought process and ask you better questions. And so for that VIP on top of the office hours coaching, that can be extra $200 a month or $500 a month or so for that VIP level.

So coaching is another service you can provide as well as consulting. So if there are businesses who have someone on their team already, who is running their Facebook ads, but just needs support, you can offer a consulting service for them.

You can catch up with them once a week. They can have access again to your Voxer and such, and you can support them. Now, that's typically not as scalable as your coaching. Like we were saying office hours, you can get as many people in. They can all join. Consulting is still more one-on-one. However, again, that would be a premium price because it's a one-on-one service. Your time is your time. You can not scale that. So again, you can charge a very good price to be able to provide that service when you have the expertise.

And then finally we have our VIP days. So this is where we've talked about in other episodes where you can do an audit service, you can do a strategy session and you can do a setup service. So this takes that to the next level. So a strategy session might typically just be for about two hours, whereas a VIP day, it could be five hours or so. And that's where it's a combination of the strategy session, but then you also go deeper into other levels so that you may really help them to map out, here's all these offers.

And what's been selling the best. What have people been opting in for. Follow the money is what I like to tell people. What have people been buying and focus on that one first and then build everything else around it with your VIP day.

That would also go into looking at, and making sure that you've got your messaging and avatar dialed in and all the other pieces. Looking at the sales page, what's on the sales page and is that talking to the avatar. So the VIP days would be a very intensive day, which again, is a premium service that people would be paying you more for because they have you exclusively for the day.

So that's four ways that you can expand on your Facebook ad expertise,including that done-for-you services. You can do coaching, which is completely scalable. Have as many people in your coaching as you want. And then also offer a VIP element for that coaching service. Because as I like to tell people, there's always people who like to sit in the front of the plane.So there'll be people who will just get the coaching program. And then there will be others who will upgrade for that VIP service on top.

Then you've got your consulting, which you do one-on-one help with someone on their team. And we've got these strategy sessions that you can also do as well. So a number of ways that you can maximize your expertise and not just be doing the time for money exchange.Yes, some of them still have an element of that, but it's a way that you're not locked into the done-for-you services, which we know can take up a lot more hours than we initially planned. And especially as we're going through iOS or the changes that roll out there and all the changes that inevitably happen with Facebook ads, we're always on our toes a bit there.

If you want to know more about making consistent 5k months as a certified elite ad manager, head over to eliteadmanager.com and check out our training, that helps you to become a certified elite ad manager and puts you ahead of the rest when it comes to providing ads for clients.

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Do you know what the difference is between Standard Events, Custom Events and Custom Conversions?

If you run ads, there's no doubt that you already know about sStandard Events and ustom Conversions as well. But something that a lot of Ad Managers don't know about are Custom Events, what are they and how are they different.

Let's just take a step back and look at each of them individually to start with. First of all, Standard Events.ow when it comes to our Facebook pixel, we have the Base Pixel. That's typically the big, long piece of code. The base pixel gets installed or depending on the software, you'll just put in your pixel ID, just that string of numbers that's for your pixel.

So we need that Pixel everywhere to start with, on all of your wWebsite assets. Everywhere that people would land off of Facebook, that's relevant to our services. We want that pixel everywhere!
Now, then we want our Standard Events which are typically events that will fire on pages that we want to track.

For example the Lead Standard Event. We would typically install that on a page where somebody will land on the opt-in and then they'll put in their email address. Then they land on the Thank You or Confirmation page. And that is where a conversion has happened. So the Standard Event, pixel would be installed on that Thank you page. And that's what we are optimizing our Conversion Campaigns for.

When we run a Conversion Campaign, that's optimized for the Lead Standard Event,, Facebook will go and find more people who are likely to opt in.. We generally use a Lead for the very easy opt-ins such as PDFs or quizzes or guides and things like that.

Then we typically use Complete Registration Standard Event on webinar funnels, for example. So something that's a bit more of a bigger ask where they're going to sit and they're going to watch an hour's training, so complete registration there. Then when you've got your high ticket funnels, you would have a submit application for when they have submitted their application form and schedule for when they have actually booked a call.

So there are a number of different options there. We used to be very limited, but we've got a few more options these days. There's also of course, purchase and initiate checkout and add to cart. So again, initiate checkout can be on the page where there is a checkout form and then purchase is going to be on that page. They land, after they have put in their credit card details, say by now the purchase event has occurred. And it's on that confirmation page. Again, depending on your software, some may have that firing for you in the backend, but typically, you know, you'll have it on a confirmation page and that's where it will fire.
How to run facebook ads for clients

So there are standard events there that Facebook has standard, and they're going to be across everybody's ad account. Now custom events are like a standard event, but they're custom. They're unique for you! So where you may have the lead standard event installed, this is where I would customize that event for a particular funnel. So say for my ad manager guide funnel, I would have lead_AMG for the ad manager guide.

That way I can keep track in Facebook in the reporting and see what the lead event has fired for that ad manager guide. Because if I've got five different funnels that all have the lead standard event firing, then it could get a bit confusing with my ads because it might see that a lead event has fired, but it hasn't been for the funnel that I intended it to be for.

Because people end up in different places on your website. The last ad they may have seen was for my ad manager guide, but they may have opted in and invited the lead event for one of my other funnels. So it was actually that one and not the manager guide, but the lead event would fire in that one. Hope I haven't lost you there!

So custom events help you keep track of your funnels. So lead_AMG for ad manager guide, then I might have lead on the school for AME for ad manager express, for example. So you can customize them. Now, these are great because they're not URL based.

You could put this custom event on any page. So therefore if you've got a funnel, for example, the ad manager guide and the URL was admanagerguide.com. It's on the thank you page of it but for some reason I've had to change the URL. I can still just use that snippet of code and put it on another URL and it will continue to fire there.

So that's what makes custom events different to custom conversions because custom conversions are typically created from a URL. So if that URL needs to change, then you'll need to create a new custom conversion for it. So custom events are super flexible, very robust. And it's just the little piece of script code that is the same as the standard event that you just customize and you can install on any URL and it will just start tracking.

So that's why I love custom events because they are very robust, not URL based and save a lot of issues like when things are URL based. Now when you create a custom event, we also need to come back and create a custom conversion. Now I just said with our custom conversions, typically when people create them, they create them based on the URL.

Now, when you create a custom event, you will select that event rather than the URL. So yes, you'll need to fire it on that page. So you'll go through your funnel, you opt in, you'll do your pixel check and you'll see that it's fired. Then come back to your custom conversions and you'll be able to see it, generally takes a few minutes, can take up to 30 minutes or so, you'll see that event there in your list.

So rather than creating a custom conversion, based off a URL, you'll just say from an event and you'll see it there in the list and you'll select it, then you'll pair it with one of the standard events. So like I said, lead_ AMG is for people who've opted in for the ad manager guide.

So I would pair that with the Facebook standard event lead. So that's how you set up your custom events over into a custom conversion. And you need to do that step because then in ads manager they'll come up in the columns. You'll want to be able to create your new reporting, a column for lead ad manager guide. So that's why you need the customer events there.

So Facebook will start being able to track them and you'll start seeing them in ads manager. Now, like I said, custom conversions. Typically people create them based on the URL. Now, if you are doing that, there's a couple of things you need to make sure you don't select equals, unless you really know what you're doing. And you're doing that for a specific reason because there's so many variations that can happen with our custom conversion URLs.

For example, with your Facebook ads, people will click on your Facebook ad, they'll go over to your page. And you've probably noticed Facebook puts in a little question mark, and then it says, FB click. And then there's a whole other string and UTM parameters and all the rest of it. So that's why custom conversions or URLs using content equals is very dangerous because they can have a lot of variations.

Some might be HTTP, some might be HTTPS. So I always recommend to people that you create your custom conversions when you're using a URL that you select contains, and you only use that part of the URL that you absolutely need. So I typically won't include HTTP or HTTPS. I would just say Jodymilward.com/TYAMG, which is thank you,ad manager guide. So I know they've landed on that page. So it contains just that part of the URL. Therefore, if it's HTTP or HTTPS, it doesn't matter if Facebook puts the question mark, if FBQ click on the rest, it doesn't matter if there's various other parameters that have been put on the end of it.

As long as it contains this part, then create that custom conversion. So that's what you need to consider there. So standard events come from Facebook, here's your standard events. Custom events, you can customize them to whatever, and you just use the same sort of script that you use for your standard events, but just customized. Then you create a custom conversion of that custom event and then custom conversions where you may use a URL.

Now, when it comes to optimizing our ads these days and our aggregated events, we can only have eight aggregated events. So that's where I would not typically use our custom events for the aggregated events. It's much safer for you to be able to use your standard events. Therefore they can be applied across any funnel. So if you've got ads running for a funnel already, and you've used custom events or custom conversions that you've optimized for, you've put them in your aggregated events, but then you're going to be launching a new funnel And you need to make changes to those aggregated events that could just throw things right out of whack for you.

So best practice if you use your standard events in your aggregated events, that's going to save you a lot less grief as you roll out additional funnels, we'll make changes, but create your custom events or your custom conversions, but ideally custom events because they're so much more robust and use them for tracking in your ads manager and use your standard events for optimizing and in your aggregated events.

If you want to know more about making consistent 5k months as a certified elite ad manager, then head over to eliteadmanager.com and discover how it's possible, the problems that are existing in the industry and the opportunities that exist for elite ad managers.

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The best low cost or no cost tools you need

The best low cost or no cost tools you need to provide Facebook ad management services for clients

Wondering what low cost or no cost tools you need to provide Facebook ad management services for clients. Well, that's what we're talking about today in this episode of online confidential, where I take you behind the scenes to talk about Secret ad manager business.

So when you're running a business, you want your overheads to be as low as possible so that your profits can be as high as possible, or you can bring home as much money as possible and pay yourself. That's what we want for ad managers. So what tools do you need to be able to effectively provide an ad management service to your clients as well as not break the bank for you.

Now let's just consider, first of all, if you are going heavy into lead generation, that you're spending a hundred dollars a day on your Facebook ads or more to just get people opting in,
then your expenses will be a bit more with the software that you will require because you're going to need very heavy automations and some sophisticated software. That's going to be filtering out leads.

We're not really going to be diving into that one today because I focus on helping freelancers and ad managers have what I call like a boutique agency, where you're working intimately and exclusively with just a handful of clients so that you're not going to need these big, heavy automations.

We're keeping things personal and we're giving a white glove service to our clients. So what tools do you need to be able to do that? Well, honestly, you can get this underway with free tools, like just using Google software. So for example, people want to book a call with you. Now, one of the biggest mistakes, I see a lot of ad managers and service providers making, is that when someone reaches out or you've got the opportunity to talk to somebody, to figure out if they're a good fit for your service, they will just drop their calendar link, you know, like Calendly or schedule once or something like that. And they'll say, sure, Hey, book a call.

Here's my calendar link. And they drop that link then it’s like off in the habeas. It's like a ghost town. It's like, what if they don't book in a call, it makes it a bit more awkward for you. Doesn't it, to then be able to go, oh, hey, I haven't got that link.

And you're sitting there going, oh, I wonder if they're going to book, what are you going to do? I gave them the link. They should book, but they don't. So it's just left a one way conversation going and you've left things out of control.

So one of the best things to do and what we teach our ad managers in the elite ad manager certification is to communicate with them and offer them a couple of times that are on your calendar.
How to run facebook ads for clients

So if they want to line up a call, you respond and say, Hey, that's great. I've got three 30 on Wednesday, or I've got 10:30 AM on Thursday. Which one of those suit you? And 90% of the time they'll come back with, oh yeah, that's great. One of these times will be good. Then you'll just send a reply saying, awesome.

I'll send you the calendar link. And off it goes, you can just use your Google calendar integrated, like with zoom, which is like free. Or you can even use Google Hangouts, which again is free. And you just integrate that into the booking. You send off a calendar, invite to their email and put a notification that they get a notification like one day before and 10 minutes before. And that's all done. It's all free. It's right there for you.

You stayed in control as well. You haven't just dropped your link and run. You've been able to offer these times, show them a premium level of service. Not just like feeling like here's my link, book it yourself. And off you go white glove service right at the start.

And they've booked in their time. Very personable. So your Google calendar is the number one thing that you can use for free to be able to get people to book a time with you. Now, if you want to have an application form, if you want to have them provide some details before the call, so you can go and check them out, show them some love, opt in for their email list and such then provide just a Google form again, which is free, which you can put some questions in after they've booked a time. You can say, awesome, great. We're all booked in by the way, so that we can get the most out of this call. Could you just quickly fill in this form?

And so I'll be able to review a few things before we actually get on the call and we can hit the ground running. So Google form, nice and easy. So that's a couple of free things that you can do right there.

Now, one thing that you will have to pay for which I recommend is a document signing software. So after you have your call, they love what you're doing and they're going, yes, we want to come on board. You'll be sending them an agreement. Now it’s very important that an agreement is easy for them to sign. I mean, I cannot believe the number of organizations and people that will send me something that's just in a Google doc these days.

And I'm supposed to print it, scan it, take a photo of it. That's hard work these days, right? We just want an e-sign document. Thank you very much! So provide that to your clients again, make it easy, show them that you're all about making their life easier. And you can do that really cheaply.

I like to use 17 hats, which we'll talk about in just a moment as well, but there are some document signing like I think it's E or DocuSign or something. There's loads of them out there where it might just be $7 a month or so, but that's a very important piece of software that you will need.

Your contracts will save you in times of things getting a bit confusing or at a hand, you'll always be able to refer back to them. So make it easy for your client to sign. And so that, you know, you don't get started and go, oh, by the way, I haven't got that contract signed. Hello!
So E documents where people can just sign the contract.

That would require a bit of a cost there typically. But you can get on a call. You can book them in. You can find out a bit more about them just with Google docs, Google forms. So there are a couple of free things.

Now when you've got them on board and you're going to have to do some reporting, there are lots of different reporting software out there. And again, if you are scaling things up and you've got lots of clients on board, you know, 10, 15, 20, you've got a whole team in play, then yes, you likely are going to want a paid service. However, I've tried those ones before and they've been good to be an automated kind of process.

But again, a boutique agency working with a limited number of clients, you can just do the reporting with just a spreadsheet. You can get their numbers from ads manager each week. You can do an export of the reports and just copy and paste numbers over into your spreadsheet. And that's where with my elite ad manager certification, we've got these templates, we've got reporting spreadsheets so that they can just put the numbers in. And then we see what's green, red, or yellow. We can see what's working well. Awesome! We can see what's in the yellow and go, okay, we need to watch this. And what's red and that identifies things that need to be changed, a major bottleneck that needs to be worked on.

So just putting the numbers in, we automatically populate those colors and we can see where the blockages are in the funnel. So a spreadsheet is free, right? Again, Google sheets, super easy, nice and easy to use. Then also you can use your Google folders as well for your client documentation. Again, you don't need to be paying for any software for that.

So lots of free options there for you. Now let's look at some low cost options. There are a number of great services that can help you combine a few of those things together. So if you are sending out your E documents that you're wanting people to sign where there there's quotes, proposals, and then the service agreements, they can do that. They can also incorporate some project management.

They can also incorporate calendars and some forms. And like I said earlier, 17 hats is one of the tools that you can use there. That's the one that I use. And it's a great little piece of software. There's various pricing options that can support you at various stages in your business. And therefore you can put your contacts in there. So your new leads, you can put your new clients in there, send through a proposal, they can sign it and automatically it can send them a service agreement and you can send them invoices as well.

So 17 hats is great for that. Another one is honeybooks and another is dubsado. So I haven't actually used honeybooks, or dubsado, like I said, I'm a 17 hats kind of girl, but they all do fairly similar kind of things in that you can have your forms, your documents, that they need to sign, send off some invoicing, have calendars integrated and also send out, you know, those forms.

So minimal costs there. I think they can start at say about $9 per month or so, or $13 per month. And if you're in business, you really need to expect to have some expenses and seriously $13 or so a month. That's just a couple of coffees. So there's no excuse why you couldn't use a service like that to make your life just a bit more streamlined and easier. But again, remember, even if you are using that kind of software.

I would a hundred percent when you're organizing that first time to talk with your client or potential client, keep the white glove service going, offer them a couple of times, never just drop your calendar link, offer them a couple of times. It makes it so much easier for you then to get back to them the next day or the day after. Hey, just circling back those two times that I've got you, that I offered to you, one of them's gone. So I'm just wanting to make sure that I can get you in this week. So does this time suit, or I do have this one, like in the following week. So give them those times white glove service. So there's a couple of tools that you can tap into right now that are free.

And a couple that just have a very minimal, low cost to be able to help you to provide a service that can help you make consistent five figure months. Now, if you want to learn more about that and how you can make consistent five figure months as an elite ad manager, then I invite you to head over to eliteadmanager.com and learn more about what it is that you need to do to be able to provide this service to clients.

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How do you avoid unexpected surprises when you take on a new client for your ad management services?

 
So what happens to many, many ad managers they'll get a new client on board, and then they get access to the ads manager. They start investigating their clients funnels or lack thereof, and discover that they are in for a bit of a nightmare when it comes to tidying things up, putting things together, having to build a landing page and all the rest of the stuff that goes with running Facebook ads. This is something that I've heard from a lot of ad managers and some conversations we've had recently over in my inner circle membership, where we have lots of ad managers in there sharing their expertise and asking lots of questions and getting the support they need as an ad manager. Now, one of the things that I really recommend before you take an ad client on board is to have a look under the hood. You need to know what you're getting yourself into, right? 

While you'll have a client that might come on board and they'll say oh yeah, we were running some ads and XYZed and everything was going good. I just don't want to do it all myself. Then if you just take them on board without seeing their funnel, without seeing their ads manager backend, you don't know what you're getting yourself in for.

So when you have your initial conversations with clients, the directions that I like to take and that I'm teaching the students in my elite ad manager program is to have two options. First of all, get on a call, have a bit of a Q & A like just 20 minutes tops hearing about their stories with their Facebook ads. Why they've reached out to you cause obviously they're in some sort of pain that they want to get resolved. So that's why they're on the phone with you.

So you can learn a bit more about them, a bit more about their business, and initially to see if they may be a good fit for your business. From there, you'll go. Okay. Look, I would love to know some more. I've got some more questions. Let's jump on another call. And then from that call is when you're positioning the direction that you're going to be taking.

How to run facebook ads for clients

And it depends on two things. One, if they have run Facebook ads before two, if they have not run Facebook ads before now, you might think, Oh, they haven't run Facebook ads before. There's nothing to check in their ads manager. There's nothing to do. I'll just get them on board and away we go. You need to make sure that they have assets in place that they have a strategy to be running their Facebook ads, whether it is initially off to a funnel, or if they don't even have a funnel, what they could be doing, they could just be doing audience building campaigns. While they're waiting for a funnel to get built. 

So there's a strategy that you could be working on with them to get in a position where they can run their Facebook ads. So going from those initial calls and offering them a strategy session is a great way for you to establish the route that they're going to need to take, to get started with Facebook ads. Now that may also be including whether they need a landing page. They may need a lead magnet. They may need an email CRM. Even if you're doing lead form ads on Facebook, getting it hooked up with Zapier and over to the CRM. All those things need to be accounted for. And that's where you as an ad manager need to be aware because one, it may come back to you to create them or two you'll need to refer it to them and their team to create all. 

Or three, if you are taking that on board, then charging your services accordingly, either to cover your own time, to do all of that, or to outsource it to someone who is, you know, well-skilled in setting all that up for you so that you can focus on your ad management, if that's what you choose. And then you've got someone else that you can outsource tech stuff and funnel builds and such. So having a strategy session where you sit down, you lay everything out with them, what they have in place at the moment, and therefore get a framework for what they're going to need. And that framework they can either take off and go and do themselves and implement that's fine.

Or they can say that is way too much stuff. I would love to just pay you to do that for me, which happens a lot of the time. Now with these strategy sessions, are they free or are they paid? It depends where you are in your journey. Okay? If you are just starting out, you may want to do a couple for free just to get some notches on your belt.

Now that could be to some friends that, you know, even some other business owners posted on your Facebook page, that you know, you're offering a couple of strategy sessions you're getting started. And so if you've got a business reach out, I'd love to do a couple with you. And then they could be case studies or testimonials for you. Or you could just charge like a hundred dollars.

So even getting a hundred dollars to be doing this is a great experience for you. It's paying you a bit for your time, as well as showing a level of commitment from your client or potential client that they're willing to invest in you and in their services, in their marketing.  So a strategy session is a fantastic way for you to look under the hood, see what's going on. Now, if they have been running ads, then you want to be looking in their ads manager. So from that second call, that's where you would be going on to promote an audit. So that audit is a great way for you to go in, see what ads have been running and see where they have been sending their traffic to.

You can also then see, have they been using their pixels correctly? Yes or no. Have they even been using any pixels? Have they been using the right objectives? So again, from there, you've got great insight into what's going to need to be done on their ad account to start making things work better. 

Also, it gives you a chance to show your expertise by saying look, did you know that you were running traffic campaigns when you were actually wanting people to opt in for your lead magnet? We need to be running conversion campaigns that'll work much more effectively for you.  So making sure that you pick up little things like that, you can present back to them and they go, Holy cow. She knows what she's talking about.

Positioning yourself as the authority there. Now, again, this I recommend is a paid audit, but if you're starting out and want to get some experience you can do a strategy session. You could just post on your page, Any business owners that have been running Facebook ads. I am wanting to do a couple of audits. Again, they can be case studies, testimonials, some practice ones, or even again, charge a hundred dollars. But workup as you can charge $1000 or $2,000 for these audits.  People know the value of them because one sale could cover the cost of the audit. So strategy sessions and audits are two ways that I really recommend before you take on a new ad management client, you need to do those.

So you can see what's under the hood and know what you are in for. You can either then be saying, okay, this is what needs to be done for either the strategy session or the audit. Give that back to the potential client. They can run off and do it themselves. If you've charged for the audit, you've been paid either way. So your time is covered. Otherwise you can offer to do the Facebook ads or to implement it all. And here it is, it's all laid out. This is the price point for it. And they'll say, great. I'll love to get you to do them for me. 

So in order to avoid getting yourself into those situations, getting clients on board that don't have a funnel and having to do a quick bit of a funnel build because you’re charging them for ads. And, you need somewhere to run ads to and get results. You know what you need to do. You can charge accordingly so that therefore your business is more profitable and you're not spending hours and hours on one account and not being paid accordingly for it.

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What do you do if you have a potential client who may not be quite ready for Facebook ads?

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What do you do If you have a potential client who may not be quite ready for Facebook ads?

So you have a great potential client and they've reached out to you and they're wanting to know how to run Facebook ads or how you can run their Facebook ads for them.

In a previous post I shared strategies that I like to use to look under the hood and determine if someone is going to be a great fit for our Facebook ad services. That's either via strategy session if they haven't run any ads before or doing an audit, if they have run Facebook ads. So either of those ways you get a good insight of their business, what assets they have in place and where they're at, whether they should, or shouldn't even be running Facebook ads at this stage.

I know a lot of people who have run Facebook ads and they haven't been entirely ready. They've just banged some stuff up and they haven't had pixels installed. They have just been sending people to whatever random pages and it's been like a bit of a hot mess.
But if you've used either of those strategies and you've gone in and you've looked at the assets that they have in place, then you need to be honest and give that potential client clear expectations of what you have seen and what results they may expect with their existing setup.

For example, in my elite ad manager program, we recently had a member who had a potential client and they didn't have the assets set up that you really need to run Facebook ads and didn’t even have the pixel installed.

You need to be able to track conversions on the thank you page so that when you're running ads for lead gen, you can tell Facebook, go out and find people who are likely to opt in. And if you don't have that pixel tracking in place, you can't run the correct objectives and Facebook can't optimize correctly for you.

So there's a few things that are not quite ideal in this situation. So what do you do when things like that happen? Well, don't sugar coat things. Give those real expectations that as you've discovered with the potential clients funnel, that here's an issue, here's an issue and here's an issue. And these really need to be resolved before we run Facebook ads.
How to Run Facebook Ads for clients

Because if they're not resolved, then we cannot do X, Y, and Z. And therefore your ad spend will not be as efficient as it should be. We will not be able to attract conversions and we will not be able to XYZ. So you need to lay that out very clearly. One so that your client is properly informed.
They're not Facebook ad specialists. They don't know the ins and outs like you do. So they need to be properly informed of the consequences of their existing tech setup. And also it's protecting you that if you do take them on board as a client, that you have exactly laid out that you haven't given any false promises, guarantees, or yeah we'll be able to get a hundred leads.

So if you do identify situations like this, where it's like, yeah, they're using a third party software, we can't put the pixel on it. So we can't track our conversions. You need to lay that all out. If the client were to say, yep, that's fine. Look, I'm happy to give it a go anyway, let's just see what we can do. Then you have two choices. One, you could either walk away. You could say, well, okay, that's great but unfortunately, I wouldn't be the best fit for you because it's essential to me that I get results for my clients. And therefore I need to be able to track and optimize your Facebook ad campaigns.

So walk away. There's no harm in doing that. And chances are, when you say no to something, something better comes along or option two is you can do it as a bit of a test if you are needing experience, if you are wanting to launch campaigns and such, you could just do this, but what you need to be very clear on then is that the client is a hundred percent informed of like, here's where we're going to have issues because we cannot do X, Y, and Z. So don't just leave that on a proposal or on a zoom call or on a telephone call, make sure if they are coming on board, that it is in your agreement that you would say, the client has been advised that with their current funnel setup, we cannot do this sort of tracking. We cannot do this. We cannot optimize our Facebook ad campaigns, which may result in inefficient ad spend, you know, lowly generation and XYZ. So it is all there in black and white in that agreement that they sign.

So that if in a month's time, everything seems to have gone over their head. They forgot you telling them this is what's going to happen. And they say, we're not getting any leads, what's happening. You can say, as it's noted in our agreement, the issues that were presented to you back when we started X, Y, and Z. And then once they actually see it for themselves and they go, Oh, okay. So, you know, this is what this all actually means.

Then they may say, okay, well how much for a landing page or okay do a landing page for me. And that's when you would say great I'd be happy to. I'll just get a price for you. That's not included in your services and is an additional fee.So make sure that if things aren't all set up properly and they still want to carry on anyway, you've protected yourself. It's all there in black and white. And therefore, if they decide that they do need to have that funnel, as you have advised them in the past that you charge accordingly for it.

So, that's a couple of things if they're not ready and if they're particularly wanting to get people off Facebook and be generating their leads. Now there are times where a potential client may not have website assets in place. But you can still run ads for them by running some engagement and video view campaigns directly on Facebook. It's what I share in my $10 a day client attraction code.
And that is where you are building up an audience, you're doing targeting, you're drawing in their potential ideal clients, and you're nurturing them. And you're creating a bit of a buzz around content pieces that you're then retargeting to that audience.

Now through that they can have people reaching out to them via messenger. They could be putting up the links that could be to their Facebook page for more information and various other things like that. So they can still be generating leads and sales by starting conversations with people who are engaging with them directly by a messenger.

I wouldn't have just Facebook as your one and only strategy. We want to ideally get people off Facebook over onto their CRM, over onto their email list, where they can communicate with them at any time so that if Facebook shuts down their page or shuts down their ad account, they can still contact them via email.

But, if they've already got that in place, then audience building on Facebook is a great way to combine with it. If they're building those assets, if they're getting them in place, you can start running ads for them by running those engagement campaigns and doing audience building. So then when the assets are ready, they've got that lead magnet or that webinar or whatever it is that they want to send people to.

You can be retargeting that audience and start directing them over to that lead magnet, opt in or their offer. The most essential thing that they're going to need beyond website assets and such is a product, offer or service that people want, and that people have already been buying. So they've been making organic sales just by being in Facebook groups or talking to people or via their networks, they need to have a product, offer or service that has been selling so that you have the best chances of being able to help them to promote it.

If they are just starting up, then that's a whole different kettle of fish where they need to really be investing in data to see if their product, offer or service is going to be selling. So if they do have something that has been selling initially already, then yes, you can support them with Facebook ads, either audience building, lead gen or if they don't have funnels in place, then they'll probably learn pretty quick that we'll need to get funnels in place, but you need to set those clear, honest expectations of where there may be limitations and issues because of this existing setup and make sure that's clear in writing.

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Communication Tools to use with Your Clients as An In Demand Ad Manager

It's 10 o'clock at night, you get a ding on your phone or messenger, and it's a client. How do you avoid that as an ad manager when ads are running 24 seven?

So you've got clients on board, except your communication with them is typically via emails or Facebook messenger. That's not quite ideal because 1) things get lost very easily in email inboxes, and 2) they get lost even more easily in Facebook messenger inboxes. So how do you communicate with your clients?

Sure, you'll have people who are communicating with you that way initially. But then when they sign up they become a client so then how do you communicate with them? There are two places to be communicating and working on client projects. It's kind of like being in a restaurant. People will be out and be sitting at a table, enjoying the lovely atmosphere, having great service, the waiter is bringing them their food and drinks and just enjoying everything. Everything is running smoothly.

Whereas in the kitchen is where it's all going on. People are busy, things are happening, things always on the move, but it's organized. And there is a system in place where things are happening. Now, the people in the restaurant, they don't need to see what's going on in the kitchen and go, Whoa, okay. There's a bit of a different experience out here than there is at the front. They just want to be well-served and taken care of.

And that's what we want for your clients with your ad management service. There are two different platforms that I recommend for running ads for clients, as well as your communication with clients. So getting them out of emails and out of your messenger inbox, because our messenger inbox is really where we should be talking to friends and family. You'll probably have a few people reach out to you, wanting to know more about your services and maybe you'll get a few proposals from some gentlemen in third world countries, if you're really lucky.

Let's get everything out of those channels where things just get busy and instead placed into dedicated places to communicate with your clients. What I love and recommend to communicate with clients is Slack. I create a unique workspace for each client, so it's just them or their team members and me and my team members in that Slack channel.

We set up different channels for different funnels. If there are things that we're working on, like Black Friday deals, we'll have a channel for Black Friday, we'll have a channel for copywriting approvals and various other things as well. So multiple channels in there to keep everything organized. And when it's your workspace that you have created, you have the ability to create additional channels.

So you create the workspace, you invite your client into your Slack rather than you being added to their Slack workspace. Because if you part ways, your conversations are all still there. Your intellectual property is over in their Slack for who knows who to see. So create your own workspace for your client and invite them over. Now, what that means is in your Slack, you may have like 10 different workspaces and that's fine. It is easy to just jump between them. You'll just get the little notifications and you'll be able to jump between them all and very easily be able to go from one client communication to another, to another to another.

If you have a team or if you just have a VA on board, that is a great space to also be communicating with your team. Even if it is just one person like your VA, you will have your own dedicated workspace for you and your team. So you can talk about your client projects.

For me and my Social Charlie teams Slack, we have the client names set up as channels and that's where we communicate about what's happening for each client. Then that's like a shoulder tap situation. This is where it's like, “Hey, this is going on. Or this is happening.”

When there are actually projects and tasks to be assigned, then you put that over into a project management tool, like Asana or Trello or clickup or basecamp. Over in your project management software, that's where you will be laying out all the tasks that need to be done. So when a client comes on board, there will be a list of all the things that you need to do for onboarding that you can just go through and check off. Then as you're launching ads, you'll have other lists, you'll have various links and things like that. Keep all that in your project management tool, this will keep you on task and organized.

So when a new client has come on board and you need to set up some custom audiences and perhaps you've got a VA helping you with that, or you need to do it yourself, you or your VA can easily find the task there in Asana or your other project management tool that you can go over and then you can check that it's complete.

How to run facebook ads for clients

If you are working with team members, then over in Slack, that's where you would tag them and say, “Hey, there's this task for you in asana” and that's where they will go over to check the task and complete it. Slack is just for communication. It's like a shoulder tap with your team. Asana is where you're doing the more in-depth tasks and things that need to be checked off. In Slack as well, that's where you're communicating with your clients. You're dropping the any links they need in their Slack channel. For example, we have a Google folder for assets, and we'll share that with a client and say, can you drop any assets relevant for this funnel into this folder, so it's all there ready for us to access at any time.

Getting your clients out of your messenger so that you can avoid those 10:00 PM dings when your client has an idea and they just want to share with you, which is fantastic. You do not need to be interrupted at 10:00 PM to be able to do your work effectively. Now, if there are urgent things which can happen with Facebook ads being online 24 seven, that's where you could perhaps have a whatsapp channel, a phone number that is dedicated and that is for urgent matters. Your clients can have a welcome message “This is how we use Slack and for any urgent matters, reach us on WhatsApp. Here's the number.” So that way you've got your Slack notifications turned off outside of work hours, but then there's WhatsApp where people can reach out and catch you there if there's an emergency. So that way you're not having to look at messenger all the time and that it stays reserved for your family and friends as it should be.

And your clients are being very well looked after over there in Slack like sitting in that restaurant, enjoying being served and being taken care of the best that they can be while over you are in the kitchen (Asana/ Trello /clickup) where it's all happening. Things are getting organized, all the work's getting done, and you're just presenting it beautifully to your client.

This is a conversation that I've been having with quite a few ad managers at the moment and something that I teach in my Elite Ad Manager Certification. And I know ad managers, new and existing have found this to be a really great strategy to effectively communicate with their clients and is a better system than just communicating by emails and such.

Get those systems in place for the best way to communicate with your clients. These will help you stay organized and work effectively.

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Getting yourself out there and looking for ad management clients.

So you're getting yourself out there and you're looking for ad management clients. And what do you do then? How do you go about getting them on board and getting them to work with you?

So you may think getting a client on board to run ads for maybe the hardest thing but sometimes it's that onboarding process, which can be very challenging. It can take up a lot of time, and that's why you want to have some slick and smooth systems. So that it's just an easy breezy walk in the park for you and not causing you any more stress or adding any hours to your day.

Because when you're running an ad management service, like I recommend where you're working exclusively with a smaller amount of people, and you're not getting leads every day and you're not onboarding three clients a week. I'm exhausted just thinking about it. I just love working with clients, doing a great job, partnering with them and working with them more on a long term basis. So this is especially where you want to have these systems down smooth because it's not something that you're doing every day.

So you don't want to have to come back. When you do onboard a new client and go now, what was I doing? What do I say? Where do I go? So having a system that is smooth is going to serve you very well in the long run. And when you're getting started out, there is not a whole heap of software and things that you need.

There's just a couple, there's one in particular that I recommend that you pay for, but the rest can just all be done with Google docs and it can be a very straightforward, not overwhelming process. Now, one of the other platforms that you can be using is a tool called Calendly or another booking, sort of a calendar system. So that's especially handy where you can send people to go and have a discovery call with you. But if you're having conversations with people or people are getting recommended to you and it's personal, I love to keep it personal because that also sets the stage for how you're going to be working with them. So I am a bit resistant to just sending people, you know, if we're having a conversation that want to book in for an ad call, yes, it's convenient where you just go up, go find a time on my calendar, but I've learned from some of the best that to keep that conversation going and just suggest a couple of times to them, it can get a bit out of control sometimes with time zones working across the world and everything.

But typically I haven't really had too much of an issue where I'll say, great, let's jump on a 20 minute call and have a chat about what sort of support you're looking for for your ads. So let's just book in 20 minutes. I have this time and this time do either of those suit you, and typically they come back to me going, yes, that is perfect. And we lock in a time, then I'll just send, via Google calendar or just send them an invite and I make it a zoom meeting. So using zoom, you can use that, you know, for free and you will just integrate your Google calendar with zoom. So therefore you can get, just say, make it a zoom meeting. And there it is. The calendar invite is sent off. Their time is locked in and the zoom meeting link is right there. It's so straightforward and easy. You could also use Google Hangouts if you didn't want to have the zoom integration, but that's step one where you're talking with the person you arrange a time and then you send off the invite and you have your meeting.

How to run facebook ads for clients

Now, like I said, you could use a tool like Calendly. That's typically what I do use for my booking software. And when you are using that, then you have that integration and then Calendly will be sending the reminder in the emails when someone books the time. So it is a bit more automated. It's a bit more of a process to set up but once it's set up, it's set up and that's all fine. It's up to you. How tech you want to get. But like I said, I love to keep it personal. And so I want to keep that conversation going with that person. So that's what I do, propose two times from them rather than just shifting them over to the calendar and we'll organize a time together.

It just helps, you know, to establish that rapport and that communication. So then you get on the call and you go through what they may need and what kind of support thereafter. And from there you would make your decisions as to like, yes. Okay. I can help you with this. Yes, we would be a good fit and go from there.

Typically what that looks like is you may send them a proposal. I will often ask for a proposal or what it may look like to work with you. And that's where I love to use a tool called 17 hats, because you can set up, um, formatted con contracts, quotes, and invoices as well, so that you can have your quotes already set up. You don't have to customize them each time. Sure. There may be different projects, but for you and I'm keeping things nice and smooth for not just onboarding, but for ongoing working with a client, if you have a pretty standard service agreement or, you know, this is the quote, and this is what we do, it makes it so much easier for you to go,
yep. This is what we do.

Here's all our line items. And this is the quote. So when you send through the quote, they can see it. You will also be notified that they have viewed it as well. So you can keep track of how things are progressing and you can adjust and change your quotes around and, you know, add new lines when it comes to submitting your quote. I really recommend that you break down the prices rather than just sending off a quote that might say, okay, Facebook ad services, $3,000 a month. People go, well, where's that all? Well, break it down. You'll be saying that you'll have weekly reporting so that it allows for four 30 minute calls with the client per month. You'll be putting in that it might include ad copy or ad creative,but not videos. So break it all down as to what is included so that they can see, Oh, okay, there's this, there's this there's this, there may even be prices attached to it that you know, that yes, we're allowing for whatever weekly reporting. Obviously you wouldn't have a price on that, cause that'd be all part of the service better. You'd have your weekly reporting, this, that, and everything else you'd have, like, you know, up to four 30 minute calls valued at this price, this price, this price. So they can actually see, Oh, okay. So that's how it comes up at $3,000. Yep. That's all great. So it's just reassuring for your potential client to see, you know, what value they are getting.

Even though we know that you're going to bring them more value because you're a Rainmaker and you can bring in more revenue to their business, right. But sometimes they just need a bit of help getting over the line and seeing that themselves. So you can send off a quote via 17 hats, and then you can have an automation that's all set up so that once they sign it and they accept that quote an invoice actually gets sent straight away or a service agreement.

So you can set all of that up. So that here's the next step and the next step and the next step. So it's not coming back to you and has to wait and be in your inbox. And especially again, with time zones and people being asleep, it can all be automated. So therefore you can send through and they'll sign the quote it'll come through and then automatically your invoice can go through and they can pay the invoice or you send through the service agreement straight away. And the service agreement again, can be a very standardized agreement. That's outlining what you've had on the quote and other more in depth details. Like you'll talk about fees and when they're due and when they're payable and how they're payable and all the rest of it.

So quote, service agreement, sign that, and then the invoice can go off and the invoice can be sent straight from 17 hats again, and your clients can pay via 17 hats. So it's a great all in one tool. And when you've got legal documents like that, it's essential that you do get them where they are legally signed.

It's not just sending off a Google doc or something in that case. So that's why I really recommend that kind of platform there. So that's one platform that you'd be paying for that's about $40, $45 a month, I think. So check that one out. If you're needing some sort of a platform to help you do all that and condense all of that, legalees kind of stuff.

Then after that Google docs is going to work really well for you. That's typically where we'll have our clients come on board and we create a new Google folder for them. We'll have an inhouse folder, which has just for me and my team where we're just, you know, saving all the stuff that we have to do. And then there's a client facing folder as well, which is where we'll ask the client to drop any assets. They have photos or videos or any email copy. So we'll have a client facing folder and our own internal folders. And from there, that's where we'll share things with the clients and they'll share back. So we'll share a Google document and say here, fill this out, give us all the information on your USP, your unique service proposition or who your ideal avatar is. And from there we just have the Google docs and with that, when we come up to creating our scope documents of like, we've got the client on board, we'll then do a strategy session. And that strategy session is where we'll talk to them or go, okay, great. So here's our plan for the next 90 days.

And we've got it all mapped out and that strategy session we can come back and we can just create, you know, so here's the framework. Here's what the funnel is going to be. This is where we're going to be driving traffic to, and that can just be done on a Google slide presentation. Okay. we'll create all our rectangles and our flow charts and things like that.

And then it's very easy to duplicate it and save it as a template so that you've got a framework to be working with other clients as well. So you'll have your Google slide where you'll have, here's what we'll be working on over the next 90 days. And from there as well with emails or ad copy, you can link it from, you know, put a link in your slide presentation that we'll go over to a Google doc. That's got the email copy or the ad copy, and you can also have links to your spreadsheets. Now when it comes to spreadsheets, that's what I like to use for reporting and getting information back to our clients. That's often something that really confuses a lot of ad managers.

They'll say, what should I put in the reporting? What do they want to hear? And there's all sorts of expensive reporting software, but you really don't need it when it comes to the end of the day, what your client wants to know is, um, how much they've spent and what the results have been. Okay. So that's, you knowhow much has been spent, how much has the lead cost? How much is the cost per sale and those kinds of information, they really aren't that interested in here's how many impressions you've got, and this is what their click through rate is. They're not really worried about that. What they're worried about is the results and how much they've spent.

So put getting your info from ads manager,just into a simple Google doc. A spreadsheet is all that you really need, especially at the early stages when you're running ads for clients, you there, you know, maybe a time and place when you do have, if you do have a lot of clients or having massive ad spends massive big campaigns, then maybe your reporting software might be useful for you, but I'm sure you'll get away with just being able to use a spreadsheet.

So as you can see there isn’t a big ask for lots of software packages that you have to invest and spend all this money on all these things. So you can just get away without even having a calendar to start with like how. You can just be talking with people and communicating, and then teeing up times. But you will want to get a calendar at some point and you can get them on a free trial or even. I think Calendly you can get free for a long time. So give that a go. And then also maybe just 17 hats, great software where you get the legal stuff taken care of and then Google docs it's as simple as that.
So there's a really very, very low barrier to be able to start getting clients on board. And when you have those kinds of systems especially when you can send your quote and your invoice and then you'll send an email there to schedule once it's all teed up and it's like the next step is, you know, we're going to have our strategy call.

It's all very systemized and processed. So when you are onboarding the next client, you don't even have to think about anything. It just all goes through and you know exactly what's going on.

That's a bit of behind the scenes about how to onboard a client and keep things nice and smooth and under control so that when you get a client on board, you're not feeling overwhelmed and stressed out about all this work that you've got to do to suddenly get them on board. It's all done and dusted.

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