How to Onboard New Clients as a Social Media Manager | Client Welcome Packet Template [CC English]

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  • Опубліковано 29 гру 2024

КОМЕНТАРІ • 110

  • @Diana-vr1tx
    @Diana-vr1tx 2 роки тому +2

    this is very helpful. i got hired last night, and will definitely do this. thank you!

    • @BritxSui
      @BritxSui  2 роки тому +1

      Congrats on landing a client, Boss Diana! Thanks for watching and keep bossin' up 🙌

  • @suzziebacsarpa6581
    @suzziebacsarpa6581 Рік тому

    Wow your responses are very impressive kahit 1 yr ago na this video you still respond to recent comments unlike other youtubers they don’t respond na pag matagal na. We have the same name! I’m also starting SMM I’ve been learning a lot from your vids! Keep it up👏🏻🙌🏻

    • @BritxSui
      @BritxSui  Рік тому

      Thanks, Boss Suzzie 🥰🤗

  • @moiraphilyn
    @moiraphilyn 6 місяців тому

    this is so helpful for me. Thank you boss up ph!

    • @BritxSui
      @BritxSui  6 місяців тому

      Yay! Glad this helped, Boss Moira 🤍🤗

  • @StuckUpColouredzaza
    @StuckUpColouredzaza 9 місяців тому

    Great video! Great tips from the expert!

    • @BritxSui
      @BritxSui  9 місяців тому

      Thank you, Boss Maya ☺️

  • @Mariangeliq0830
    @Mariangeliq0830 9 місяців тому

    Very detailed Boss!🎉 Thank you so much Boss you are so generous thank u for sharing the knowledge ❤

    • @BritxSui
      @BritxSui  9 місяців тому

      You're welcome, Boss Maria 🫶

  • @vanlloydsucia
    @vanlloydsucia Рік тому

    Now is the time na need ko to mapanuod kaya yun may timing lang tlga, yung super newbie ako d ko pa to pinanuod e d ko magets haha

    • @BritxSui
      @BritxSui  Рік тому

      Yes, yes. Happy to hear this, Boss Van! 🙌🏻

  • @ratsadatv4851
    @ratsadatv4851 2 роки тому

    Napakalaking tulong nito☺ Thank you so much☺

    • @BritxSui
      @BritxSui  2 роки тому

      Glad to hear that this is helpful for you, Boss! Happy learning! ❤

  • @colcol12
    @colcol12 4 місяці тому

    Thank you! Your videos are very helpful talaga.

    • @BritxSui
      @BritxSui  4 місяці тому

      Yay! Glad to know Boss Col 🥰 Thanks for watching 🤗

  • @GerlieCecilleRubillar-v2i
    @GerlieCecilleRubillar-v2i Рік тому

    Dami kong natututunan sayo, Boss! Huhu and now I'm already talking to a potential client. Sent you a message about the Client Welcome Packet Template po!

    • @BritxSui
      @BritxSui  Рік тому

      Yay! Thanks, Boss Gerlie. Sent a response 🤗

  • @katherineSMM01
    @katherineSMM01 Рік тому

    So Helpful Boss. Thank you!

    • @BritxSui
      @BritxSui  Рік тому

      You're welcome, Boss Kath! Glad this was helpful to you 🤗🤍

  • @Yzavellah
    @Yzavellah 2 роки тому +1

    Thank you, Boss! I appreciate your feedback on what should be included in the client kit. It gives us an idea of what information we should clarify with them.😍👍

    • @BritxSui
      @BritxSui  2 роки тому

      Glad it was helpful! Keep Bossin' Up, Boss 💪

  • @mariasocialsavvy
    @mariasocialsavvy 2 роки тому

    Thanks Boss! Saw this link on Facebook story.Awesome topic!

    • @BritxSui
      @BritxSui  2 роки тому

      Yay! Thanks, Boss! Hope you learned something from this tutorial! 🙌

  • @maika9659
    @maika9659 2 роки тому

    eto yung hinihintay ko huhu thank you so much!

    • @BritxSui
      @BritxSui  2 роки тому

      Happy Learning, Boss! Don't forget to take note the key points ❤

  • @CresciaEllaneSiguan-pe6ls
    @CresciaEllaneSiguan-pe6ls Рік тому

    Hi Boss! Helpful to the highest level. By the way I sent you a message. Thanks!

    • @BritxSui
      @BritxSui  Рік тому

      Thanks for watching, Boss Crescia ☺ Response sent 🤍

  • @sanda.mktgsoln
    @sanda.mktgsoln Рік тому

    Sooo helpful! Thank you!

    • @BritxSui
      @BritxSui  Рік тому

      Glad this was helpful, Boss! Thanks for watching!

  • @charlesthesuss
    @charlesthesuss 2 роки тому

    Ganda talaga ni cras

    • @BritxSui
      @BritxSui  2 роки тому

      Thanks for watching, Boss! 😀

  • @ellavateyoursocials
    @ellavateyoursocials 2 роки тому

    Thank you po for sharing about this. 💜

    • @BritxSui
      @BritxSui  2 роки тому

      Hope this helps, Boss Ellie! Thanks so much for watching 🤗🙏

  • @AaronMecua
    @AaronMecua Рік тому

    Thank you Boss ^_^

    • @BritxSui
      @BritxSui  Рік тому +1

      Sure thing, Boss Aaron. Always pumped for you 💪

  • @carmelverse
    @carmelverse 2 роки тому

    THIS IS SO HELPFUL

    • @BritxSui
      @BritxSui  2 роки тому

      Glad this helps, Boss 🙏 Thanks for watching!

  • @lykabradecina2391
    @lykabradecina2391 Рік тому

    Thank you, Boss! Boss can you teach naman po us or give us tips about sa pricing? para alam namin if dehado ba or tama lang yung pag price. salamat po

    • @BritxSui
      @BritxSui  Рік тому +1

      Hi Boss Lyka, here's our pricing guide playlist, Boss. Hope this can help 👉🏻 bit.ly/how-to-price-your-service

    • @lykabradecina2391
      @lykabradecina2391 Рік тому

      @@BritxSui thanks po boss sui 💖💖💖

  • @angelicaterante604
    @angelicaterante604 4 місяці тому

    Hi Ms. Britx i would like to ask kung my video na din po ba kayo on how to create SMM Packages and Services? Sana masagot ung question ko.

    • @BritxSui
      @BritxSui  4 місяці тому

      Yes, Boss Angelica ☺️ You may check it out here po 👉 𝐇𝐨𝐰 𝐭𝐨 𝐏𝐫𝐢𝐜𝐞 𝐘𝐨𝐮𝐫 𝐒𝐞𝐫𝐯𝐢𝐜𝐞
      bit.ly/how-to-price-your-service

  • @vanhazelmulig8458
    @vanhazelmulig8458 2 роки тому

    Hello po! are you perhaps planning on making a tutorial about legal things in freelancing like contracts, taxes, payments, etc.? very useful content, boss sui! thank you for the videos 😊.

    • @BritxSui
      @BritxSui  2 роки тому

      Hi Boss Van! For the payment/invoicing tutorial, here's the link, Boss: bit.ly/invoice-waystocreateandsend I'll be saving the other content you've mentioned sa content list, Boss. Thanks so much for watching 🤗

  • @JecelleEstimada-xm2vx
    @JecelleEstimada-xm2vx 5 місяців тому

    Hello Coach! Mayroon ba video for contract agreement or how to create.

    • @BritxSui
      @BritxSui  5 місяців тому

      As of now, no video yet about contract, Boss. But you can get a template for free on Google or you may check them out here po👉 bossedupph.com/product/welcome-packet-template/

  • @judyannpedros3338
    @judyannpedros3338 28 днів тому

    Hello po, can you make steps on what to do if you have a prospect beta client? What to do or steps on how to assess the prospect beta client po 🙂

    • @BritxSui
      @BritxSui  28 днів тому

      For beta clients, you can use this process if discounted offer mo, Boss. But if totally free offer, you can proceed na sa pagcollect ng brand assets para makastart ka sa page nya :)

  • @chahela656
    @chahela656 11 місяців тому

    Hi .thanks for your helpful content
    Can you tell me please the names of all the templates that i need as a social media manager because i am comfused 😢

    • @BritxSui
      @BritxSui  10 місяців тому

      Not really required, Boss. You can proceed without a template. Mas mapapabilis lang if meron ka na nakaready.
      First, proposal template or portfolio.
      To welcome the client, you would need a Welcome Packet.
      While working with them na, you might need a content calendar template and analytics report template.

  • @shine_bookworm1227
    @shine_bookworm1227 Рік тому

    hi po it's me again hehe, Naiintidihan ko na po kung paano yung onboarding process, pero gusto ko lang po sana malaman kung ano po yung mga dapat itanong sa client bago yung onboarding po, like kung paano makukuha kung ano yung specific na bagay na gusto nila ipagawa saiyo o kaya naman po kung ano yung mga plano po nilang gawin, thank you po

    • @BritxSui
      @BritxSui  Рік тому

      Hi Boss Shine 👋 You can ask them about those thing during your discovery call, Boss. This video might help 👉 ua-cam.com/video/gyGgYxM6nUM/v-deo.html

  • @justagame8761
    @justagame8761 Рік тому

    mauuna pla yung invoice payment, sana napanood ko to before ako nakipag deal sa isang local client ko, gnito kasi nging process namin ms. sui, 1. client contacted me (friend of mine) kasi alam nyang marunong ako mag edit ng pics and vids (wala pa ko idea about smm that time) 2. verbal dea;/contract ( kung ano ggawin ko2x a day ang post - post, story, reels, then yung rate which is super baba base sa mga nakausap ko) 3. payment (after a month of my work na) then, may mga ginawa ako for the client na hindi part ng contract nmin, like creating the logo, editing vids for the ads and replying to the e-commerce

    • @BritxSui
      @BritxSui  Рік тому +1

      Okay lang din na after task na ang invoice if beta client/super kakilala mo na yung client, Boss 😊 But yeah, if possible, ganito maging onboarding process para clear on both sides yung deliverables, timeline, etc. 😊

    • @faye7287
      @faye7287 2 місяці тому

      Magkano po rate natin pg lokal client?

    • @faye7287
      @faye7287 2 місяці тому

      Hoping po n mpansin 😊.. may potential client kasi ako lokal. Di ko pa alam magkano e rate.

    • @faye7287
      @faye7287 2 місяці тому

      Pano e rate

  • @SoundOfHeartMelody
    @SoundOfHeartMelody Рік тому +1

    hi miss sui, tanong kulang po if iba papo ba yuong first invoice payment na nerequest mo kay client sa 50% first billing payment na ererequest mo ulit? ahahah sensya na po medyu naguluhan lang po. im in this part napo kase ng marathon ko sa iyung mga video.😅😅

    • @BritxSui
      @BritxSui  Рік тому +1

      Hi Boss, same lang. 😊 The first invoice is yung initial payment ni client 🤗

    • @SoundOfHeartMelody
      @SoundOfHeartMelody Рік тому

      @@BritxSui ahahah i see thank you for clarification. bali kung baga advance muna po iyun for every payment nya or the client po. 😌😌

    • @BritxSui
      @BritxSui  Рік тому +1

      yes, Boss 😊

  • @hiyakota3452
    @hiyakota3452 9 місяців тому

    Hi Ma'am!! Planning pa lang ako maging VA graphic designer sana 🥺. May tanong po ko. Paano po kayo nagiging updated. Like sa mga terms used sa VA like ayan po "WELCOME PACKET" nabasa ko lang to somewhere kaya ako napa search kasi unfamiliar siya. Ask ko lang po pano po kayo nagiging updated sa mga needs,applications or software para alam mo rin ano maiooffer mo. Clueless po ko sa ganto 🥺

    • @BritxSui
      @BritxSui  9 місяців тому

      Hi Boss Hiyakota, you may join freelancing groups, Boss. Doon sila nagsheshare and introduce ng new concept and tools about freelancing. Then, once magshare sila ng something you're new about, use Google and UA-cam to research more about those 😊

  • @StrayPets_AnimalsPH
    @StrayPets_AnimalsPH 5 місяців тому +1

    Hi sui is this pdf form when sending to a client or just jpg?

    • @BritxSui
      @BritxSui  5 місяців тому

      Hi Boss, PDF po so that the client can click the links 😊

  • @eamorta3951
    @eamorta3951 Рік тому

    Hello po just starting mag smm po. Wala pa po akong client kasi nacoconfuse po ako ano po yung tamang steps
    1. Send portfolio
    2. If interested c client, send services and pricing guide
    3. If nag avail na c client ng services, welcome packet po ba ang sunod or Discovery call? Sana masagot po. Salamat

    • @BritxSui
      @BritxSui  Рік тому

      Once nag-avail na si client, send the onboarding kit, Boss, make sure to include the invoice and contract to close the deal.
      Then after magpay and sign ng contract, start na ng work 😊

  • @dianamarieberatio8878
    @dianamarieberatio8878 2 роки тому

    hello po! same lang po ba ang welcome client pack sa proposal po na isesend after ng discovery call po? may video din po ba kayo how to conduct discovery call po? thank you po boss!

    • @BritxSui
      @BritxSui  2 роки тому

      Hello Boss Diana! It's different, Boss. Proposal is sent sa hiring process to convince the client to hire you sa team. The welcome packet is sent after you get hired.
      For the discovery call process, this video here might help, Boss:
      👉 bit.ly/onlineinterviewguide

  • @chancruz3470
    @chancruz3470 2 роки тому

    Miss Sui, meron po ba kayong tutorial pano maghanap ng client directly? Hirap ako maghanap ng client ko for social media management

    • @BritxSui
      @BritxSui  2 роки тому

      Hi Boss! You may start sa Facebook groups to look for direct clients. You may also optimize your social media profiles to generate leads. Here are some tutorials that might help, Boss:
      👉 𝗛𝗼𝘄 𝘁𝗼 𝗚𝗲𝘁 𝗢𝗻𝗹𝗶𝗻𝗲 𝗖𝗹𝗶𝗲𝗻𝘁𝘀
      bit.ly/howtogetonlineclients
      👉 𝗬𝗼𝘂𝗿 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗮𝘀 𝗮𝗻 𝗢𝗻𝗹𝗶𝗻𝗲 𝗙𝗿𝗲𝗲𝗹𝗮𝗻𝗰𝗲𝗿
      bit.ly/onlinefreelancer-socialmediaaccounts

  • @Rinnnnnn17
    @Rinnnnnn17 2 роки тому +1

    How about the contract Ms. Sui? Dapat meron munang contract before sending this kind of welcome kit? 🙂

    • @BritxSui
      @BritxSui  2 роки тому +1

      Yes, Boss Irene. Dapat all good na contract and invoice payment before mag-onboarding 😊

    • @JecelleEstimada-xm2vx
      @JecelleEstimada-xm2vx 5 місяців тому

      @@BritxSuimy link pi for this?

    • @aliceindramaland4169
      @aliceindramaland4169 5 місяців тому

      ​@@BritxSuimay vid po kayo pano gumawa ng contract?ty God bless

  • @thesefacts8142
    @thesefacts8142 2 роки тому

    Usually ani po seni-send during pitching? Ito po ba yong proposal mo sakanya? And when po usually nangyayati yong discovery call?

    • @BritxSui
      @BritxSui  2 роки тому

      Hi Boss!
      Yes, sa pitching, usually it's a proposal written in the form of cover letter, Boss.
      Discovery call happens when nagkainterest na si client sa service and you'll hop on a call to see if you can help them and if you're fit to work together.

  • @DinaAlviza23
    @DinaAlviza23 2 роки тому

    acer aspire 5 a515-56 53rz or hp 15s?
    Which one is better po for Virtual Assistant?
    TIA!

    • @BritxSui
      @BritxSui  2 роки тому +1

      Haven't yet tried these, Boss. But this video here might help you choose:
      👉 ua-cam.com/video/TfYqK2Xi0iI/v-deo.html

  • @itsgift7274
    @itsgift7274 2 роки тому +1

    Do you have free template of contract po? Thank you 😊

    • @BritxSui
      @BritxSui  2 роки тому +1

      Hi Boss! We do have a contract template though it is not for free, Boss. It's now included in our Client Welcome Packet Template ☺

  • @StrayPets_AnimalsPH
    @StrayPets_AnimalsPH 5 місяців тому

    Sui i have question sana masagot,dami ko ksi inask wala nmn dn sasagot
    If the client will send money from wise to my local bank? Do i need to give my exact address for that? Saan ako nakatira?
    Or address lang ng bank mismo pag papasahan ko pera?
    Na notice ko ksi iba iba address bnbgay sa local bank imean iyong pinaka main ba or saan ako kuha ng fund?
    Sana masagot thankyou

    • @BritxSui
      @BritxSui  5 місяців тому +1

      Hi Boss :)
      For transfers to bank accounts, the client would need your full name, address, bank name and 6-18 digit long bank account number
      And SWIFT code po ng bank. Here's an article that you can read po to know more details about receiving money via Wise👉 wise.com/help/articles/2932333/guide-to-php-transfers

    • @StrayPets_AnimalsPH
      @StrayPets_AnimalsPH 5 місяців тому

      @@BritxSui thankyou!

  • @broedubaloja
    @broedubaloja Рік тому

    Question po. Para saan yung invoicing before onboarding? Security fee?

    • @BritxSui
      @BritxSui  Рік тому

      Para smooth na yung process, Boss, and no need na magworry ka if scam si client or not. Kahit percentage lang like 50%. Then pagkaonboard, diretso na sa pag gawa ng tasks.

  • @ericinterno4536
    @ericinterno4536 2 роки тому

    Hi ask ko lang po if alam niyo po paano gumawa ng client porta?

    • @BritxSui
      @BritxSui  2 роки тому

      Hi Boss Eric! No video about it yet, Boss, but this article might help:
      👉 www.zendesk.com/service/help-center/client-portal/

    • @ericinterno4536
      @ericinterno4536 2 роки тому

      @Britx Sui Thank you so much po 😁

  • @thelmaviloria2023
    @thelmaviloria2023 Рік тому

    Bakit hindi ko alam to as a Virtual Assistant SMM along with other unfamiliar tasks/dos/apps. Nagtraining naman ako 😅 Ang dami kong namiss opportunities. Magkno po yung template?

    • @BritxSui
      @BritxSui  Рік тому +1

      Thanks for watching, Boss Thelma 🤗 You may check out the template here, Boss 👉🏻 bossedupph.com/product/welcome-packet-template/ 😊

  • @cylmirrabaldado4729
    @cylmirrabaldado4729 2 роки тому

    Saan niyo po e lalagay ang mga ganito? Sa drive po ba? Or google docs? And need po ba editable?

    • @BritxSui
      @BritxSui  2 роки тому

      Hi Boss Cyle! The digital product is editable. Sa Google drive ang links. But if isesend kay client, you may send it to them nakaPDF boss, they do not have anything to edit sa onboarding kit. Thanks for watching, Boss 🤗

  • @morrissanantonio1440
    @morrissanantonio1440 2 роки тому

    D pa po ba saturated ang mga va ? Balak ko po kasi sana mgaral thankyou for response

    • @BritxSui
      @BritxSui  2 роки тому

      Hi Boss Morris! It is. But there are also lots of businesses who go online now. I think this is the best time to venture into online freelancing. Rooting for you, Boss 💪

  • @viennaeliseannemaranon5043
    @viennaeliseannemaranon5043 2 роки тому

    Ito po ba ung tinatawag na portfolio?

    • @BritxSui
      @BritxSui  2 роки тому

      Hi Boss Vienna! No, Boss. Portfolio is being asked by the client while you are applying for the job. This one, you will be sending this once you closed the deal and the client agreed to work with you already, Boss 😊

  • @foxlob00
    @foxlob00 Рік тому

    could we still get the client welcome packet po?

    • @BritxSui
      @BritxSui  Рік тому

      Yes, yes, Boss ☺️ Just message us here for the discounted price: 👉 m.me/bossedupph

  • @StrayPets_AnimalsPH
    @StrayPets_AnimalsPH 5 місяців тому

    Hi how much this one

    • @BritxSui
      @BritxSui  5 місяців тому

      Hi Boss, for the discounted rate, you may message us po sa page 👉 (m.me/bossedupph)

  • @thesocial_blues
    @thesocial_blues 5 місяців тому

    How to onboard clients as EA?

    • @BritxSui
      @BritxSui  5 місяців тому

      Could be the same process, Boss ☺️ change lang po ng details about sa deliverables and list of tasks, the timeline, etc.

  • @greenbean777
    @greenbean777 2 роки тому

    Is the client welcome packet template for free?

    • @BritxSui
      @BritxSui  2 роки тому

      No, Boss. But you may avail it at its discounted rate by messaging us the discount code: BUP-WPT

  • @AprilLalas-Balanga
    @AprilLalas-Balanga Рік тому

    pahingi po copy spreadsheet. hehe

    • @BritxSui
      @BritxSui  Рік тому

      Sure thing, Boss April. You can message us sa page m.me/bossedupph for the discounted price 🤗