advertising

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.

Share Button

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

?autoplay=0&rel=0

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.

Share Button

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.

Share Button

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.

Share Button