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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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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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