My EXACT Client Onboarding Process + How to Use "Slack"
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- Опубліковано 19 вер 2024
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- Mariah
I’ve ran an agency for the past 8 years and I am super impressed but how similar our tech stack is. So encouraging to see this!
this is fantastic - i just spend the entire day to set up the system for my own agency! AMAZING THANKSSSS .. i was always struggling with the on boarding
Awesome!! So happy to hear that 😁 Let me know what else you are struggling with and maybe I can put a video together!!
@@MariahMillersChannel really thanks for the video. Could you please paste your welcoming Onboarding msg here as well?
I don't usually subscribe to a new channel with just 1 video, but wow this was really a comprehensive value packed video! You earned the subscription AND the like! :) Looking forward to seeing more content!
Diego Valiente ❤️ Will be back to uploading in January!!
Video suggestions!?
@@MariahMillersChannel Can you make a video about your contracts for SMMA clients? It would be helpful for many watching this channel!
Holy. Thank you. Thank you. Thank you. Value was insane.
Glad you liked it! 😍
Great video. Thanks for outlining Slack like this, it was a big help!
This is SOOOOO great! I'll watch it many times! Also, I am about to start up my own marketing agency and I need to know how to set up FB for my clients. So, I would LOVE to see a step-by-step video on how to become an admin for a client with a Facebook page who wants to use FB for marketing. In other words, I want to know how to set it up so that I can do the Facebook ads, paied ads, + custom and lookalike audiences for a client. Millions of thanks!!!!
Great information. True that you cannot remove the #general channel in Slack, but you can restrict who can post to #general. Hopefully this will help others that may want to restrict this that use Slack.
Best Video on this topic I've seen in a very long time! Subscribed!
You have no idea just how helpful this has been!!!! Thank you soooooo much!! 🙏🏿🙏🏿🙏🏿🙏🏿🙏🏿
❤️
Thanks Mariah this was pure value!
Could you your next video be about how to find e-commerce clients?
This is the most valuable video I’ve watched so far
Aleksandra Kovacevic Wow! Appreciate it Aleksandra!
Im a successful freelance video editor and after what just happened with a client, I needed guidance on how to align assets and tips on how to express to clients how the workflow pipeline works on my end effectively. This has been incredibly helpful to help me start to change the way I bring on new clients. THANK YOU
Julia the Editor happy it helped you!! 😁
Great information in this video! Thanks! Having SOPs is a very smart move. I like that you run each client through the same process!
This video was really helpful learnt allot thanks
Maria kulane You’re very welcome
wow super helpful and i'm impressed with how thorough and streamlined your process is!
Thanks for this video it was very useful
Can you please make a video about everything you go through in a Strategy Session after you've signed a New Client, I don't see anyone making videos about that, and I think It would help a lot of people. =) Gracias, keep up with the great work!!
Hey Mariah, I think you did a great job recording this video and it will definitely help IT sales professionals. Highly appreciated your efforts. Cheers !!
Thank you so much!
This woman is gold!
This is a great process! Really well done.
The Digital Mama Thank you!!
Great video, relevant, and valuable info! I have been struggling to create a process and this gave me inspiration and sped things up. Thanks!
great video!!!! best on-boarding video i have watched!
Congrats on all of your success!
Thank you Caroline!
Thank you, this was amazing and extremely valuable
This video is a game changer! thank you
Thank you so much for the value!!!
thanks, it actually helped me add after months
A video idea could be your process in selecting clients your questions and requirements.... how your meeting goes down!
Your English accent is so pleasant that it is already sufficient reason to listen to the end.. ))
great video mariah thank you
This is so helpful, thank you!
That’s awesome!
Other than convenience and centralized organization for your team, is there any other reason you would setup a workspace for each client instead of separate channels? Has there been any issues where clients ending up talking with each other in public channels or have any clients had an issue with their brand being visible as channel name to what may be their competitors? What Slack integrations have you and your team found useful internally and are there any integrations that have helped you with your clients?
have you found a solution to this?
Hey Joey ( + Zebedee)... this seems like a very popular question. This was one of my biggest questions when I first started out using Slack. So when I first started I had 1 workspace and private channels for each client. It is not necessary for you to have different workspaces for each client or pay to upgrade nice you are first starting out. As you scale, you may want to upgrade Slack. When you upgrade, a benefit (which is your concern) is that the workspace guests (your clients) won’t see everyone else in the workspace directory. But, I never had any issues with clients messaging other clients and I had a six figure agency running on the free Slack plan forever. Up to you :)
Zebedee Pitterson answered!
Hey guys you could just block people from posting to the general channel which will force them to stick to their own channel.. They also wont see the other p[rivate channel either.
Tony Don True!! I didn’t know that at the time of filming this video, but I do have the settings to prevent that now.
Can you show more of your funnel? Or teach us how to build it? I would love to have funnel like yours
very helpful
Thank you for sharing this info!! I didn’t realize no one was talking about this? Lol very useful
An amazing process you have going here. Great job. I have just one simple concern...
How do you get these BUSY business owners to invest so much time into filling this?
My experience with clients says they barely have the time....
So how has your experience been around this issue?
Chike McArthur Its all about finding those gems. Those quality clients. Who truly love their brand. And just grind and get shit done lol. I get some of the most in depth responses from my clients on the intake form because they know how important and valuable it is. Stress that to them. And all my clients are multi-million dollar eCom brands with tons of things to do. They are crazy busy as well. But really “busy” is just an excuse. People make sure to get the things they want/need to do, done. It’s about priorities. So my advise is to just stress how important it is for the success of their brand and ads. It only needs to be done once. Once it’s done it’s done 👍🏼 Hope that helps
Hidden. Gem. Thanks a lot!
Did you ever take Iman Gadzi's course?
Gerardo Perez Yes, I did take his Six Figure SMMA course. I was 1 of the 12 six figure students at his London Award Ceremony 😊
Hi! Can you please make a video addressing FBs new algorithm change and how to deal with that? Maybe talk about how it will affect your agency?
Love this - thank you so much for sharing! Do you have the welcome message already loaded in Slack somehow? Or do you just copy and paste for every new client when you create their channel?
Kelly Mann Hey Kelly! Glad you loved it! 😍 I just copy and paste from my notes!
Would love to see google drive and trello set up examples. Thank you
I cannot thank you enough for this. Do you have any recommendation for anxiety jitters before your very first call?
Sophia Vogel ... Just do it! Honestly, you will more than likely totally mess up your very first call in some way or another. It’s fine. Just do it and get it over with. Record all your calls and go back and study them to improve for the next call. Have a structure to follow, not a script. Just be yourself. They probably will do most of the talking anyway haha
@@MariahMillersChannel thanks so much!
Good video.
very simple and efficient.
except Trello - that app is just mind boggling lol
Hey Mariah! Such a helpful video. I was wondering why you would choose to pay for a service like simple invoice (i’m assuming processing is going through stripe) instead of just having it integrated with your funnel? Is it an organization thing or is there a better benefit for having it that way? You can also bill clients within docusign so why pay for the separate service? Thanks again!
bump
I also noticed that Stripe itself has it's own invoicing so there's not really a need for other invoicing websites.
Hey everyone! Thanks for stopping by the comment section! If you have any questions, just let me know! 😊
Hey Mariah, cheers from Brazil and thank you very much for your video. I was super curios about the video on setting up expectations with the client (that long video you mentioned).
I also believe that communication and setting clear expectations are the most important things to do with clients.
Can you please share that video or the content? Would be very helpful for us back here ;)
Thank you so much in advance
Best to you,
FM
So do you have all of your clients in the same workspace but different channels? Would it not be easier to just create a new workspace for each client, that way not all of your clients can see/interact with your other clients? Don't know if there's some reason why it's less efficient or less feasible to just create new workspaces.
That’s a good question.
did you find a solution to this?
Hey Chandler ( + Lori and Zebedee)... so when I first started I had 1 workspace and private channels for each client. It is not necessary for you to have different workspaces for each client or pay to upgrade nice you are first starting out. As you scale, you may want to upgrade Slack. When you upgrade, a benefit (which is your concern) is that the workspace guests (your clients) won’t see everyone in the workspace directory. But, I never had any issues with clients messaging other clients and I had a six figure agency running on the free Slack plan forever. Up to you :)
Lori Randall answered!
Zebedee Pitterson answered!
Great video for me as a Slack newbie. I noticed that you have a single workspace for all your agency clients? Seems as though this doesn't make use of the full benefit of Slack. Also, can clients DM each other if they're all in the same workspace? Seems like it would be better to have individual workspaces for each client. Maybe I'm missing something.
Hey, question. In the onboard process, do you have videos inside each page of the Click funnel? if I don't want to use Click funnel and I want to do this for free what can use instead?
Hey! I have videos for every step, even if it’s just a short 1 minute video. I always tell my new students who are just starting off that they could use Google Form for onboarding and it’s free!
@@MariahMillersChannel thank you very much.
Hi Mariah, first of all, thank you for sharing your knowledge with all of us. Moreover, I want to ask you one thing: I create a google form that is pretty similar to yours, but I don't understand one thing. The Intake form: you send it to your clients after a meeting? Or do you use your entire funnel to acquire new clients and so set up a meeting after collecting all this information? Thank you
All my clients can see all other clients in "Direct Message" section. How can I hide this thing?
Get the paid plan and make everyone single-channel guests. If you have the money to pay for this monthly, it's nice to have. But I didn't pay for the paid plan forever and never had any issues. Hope this helps!
i need that slack intro message to copy paste 😂
Can you use show us what the contract looks like? I really don't know anything about how I can make a legal contract. Thankyouuu for the videoo
Hey Mariah, this is the first video of yours I watched, and I found it awesome, fantastic, full of valuable informations !!!🤗😇
But you've not created new videos since 1 year.
Are you going to upload your next video?!☺️
Hopefully soon! What kind of videos would be of value to you?
Hi @@MariahMillersChannel , how are you?! If possible, please make a video explaining how can we convince a local business owner on insta messenger that opting for paid social media advertising is really profitable for them and brings ROAS guaranteed.
Hi Mariah. Is there anything I can do if clients don't want other clients to be able to see they're working with me?
Diveej Shrestha You can get the paid version of Slack! Or if you are just starting out and can’t afford it, you can use something like WhatsApp :)
Great video! In the welcome email, in client-name do you use the person's name you are talking to or the company's name? Thank you in advance!
It doesn’t really matter! I may say “Hey Jorge” at the very top, then the first sentence say “We are excited to begin working with COMPANY NAME” for example.
#SMMAqueen?
Or fbqueen
Aloha Mariah. Thank you for sharing. It was quite helpful. I have a question though. How did you get the multiple workspaces tab to show up on the left sidebar? Is there an easier way to manage several workspaces at the same time? Mahalo.
Virgil Vergara Hey! Yes of course! I switch between multiple workspaces. All you need to do is 1) create the new workspace and 2) sign in to another workspace. Once you sign into a second workspace it will show on the left side bar as my screen does! Same on the mobile app 😊
Thank you so much
Love this video! What software did you use to make this tutorial video?
do we need to set up another call for onbaording?
Also, do you have any videos on how you use trello?
I don't use Trello. I've tried and tested Trello, Asana, Monday.com, ClickUp, etc. etc. over the past few years and I am super happy with... Notion! I LOVE notion. I think we'll stay with it for a long time :)
Hi Mariah, how did you make your google form so nice? the color section behind the form that is full page width and highlighted text with the same accent color? I don't see anything like it in their templates and it makes this very basic form so lovely. You've done a phenomenal job!
Hi Mariah!! First of all thank u heaps for that super super valuable video!!
I got one question regarding the first payment of the client
I learned from a lot of different „coaches“ that U should automate as many processes as you can and therefore automate the payment of your client as an reacurring payment
So are you basically sending them the invoice via simple invoices AND tell them to sign up on stripe/paypal and put in their details to pay u monthly?
One question I had with slack is dealing with potentially clients being able to direct message other clients, have you faced that issue?
Hey Nelly! I have never had this issue using Slack
Very useful video, I'm curious to know since I'm new to slack if you or anyone reading has encountered problems with all of their clients joining the same slack workspace and being able to see each other as members, do they either direct message each other?
Really helpful video in explaining how to use Slack! - Thank you very much. A question - Can clients see all the channels on your slack page and therefore the names of all your other clients ?!
Hey Mariah, if you send over the invoice through Simple Invoice, do you also set the client up for a monthly auto payment?
David Pierik Correct! Auto payments forsure!
Thank you for this information this is great! Do you also use click-funnels for your email responders? Or are you integrating with another service?
You're welcome! No, I'm not using click funnels for email responders as of right now
Ok, keeping on watching your video, I am on a half for the moment. And I actually don't fully understand what services you are providing. Is it something about facebook ads and advertising the brand? But what makes me wonder is that first you ask a client to pay a check and then you ask them to do some additional job of filling some forms online. They must be really motivated, you know....
Hey Mariah do you have templates you would be willing to share for the contract etc?
I'd really like this too btw ;)
Thanks for this! At what point do you think it makes sense to upgrade to the Pro plan with Slack?
i was wondering, the client may need to register clickfunnel?
Siti Nur Ain Salim Not for onboarding no. But if you are doing local lead gen and want to collect leads through clickfunnels instead of facebooks native lead gen, then yes. The client should have a clickfunnels account. Send them your affiliate link to sign up (if they don’t have an account already) and you will get like $40 per month as long as they stay with Clickfunnels (even if you lose them as a client)
I’m new to the VA world. How soon do you prompt your client to pay your invoice prior to starting your services?
Hey Mariah! Thanks so much fro this video, it's really helped me out. I was just wondering though, why do you only need the client's Business Manager ID? Some other SMMA UA-camrs say you only need to request access to the client's FB page and Ad account, therefore meaning you only need their Ad Account ID, but they haven't said anything about needing a client's Business Manger ID, so I'm a bit confused. Thanks!
Thanks for this video! Is really cool. Do you have a link to your onboarding process video? (5:30) Would love to see what you covered in it!
are you creating one workspace per client OR one workspace with one private channel per client?
Why use slack over discord? Seems to be the same general thing but discord is more advanced from what it seems
This was super helpful and informative 🙏🏾Thank you so much! I do have one question: Why do you set up clients as individual channels instead of as individual workspaces?
Because then I’d have tons of workspaces to log in to. And each workspace would only need one channel to talk to them in. I rather have all my clients inside my workspace in private channels. So I only need to login to that one workspace and can see all the channels and notifications all in one! :) And thank you!!
Why use slack when you could just use facebook group?
splashthree I don’t suggest creating a Facebook Group filled with clients. Discussing brand strategy and plans and issues is a private matter. Clients will not feel comfortable posting in a Facebook group filed with all your other clients. It’s just weird lol. But if you prefer like a free texting app, like WhatsApp, that’s definitely doable.
Does the client need to download slack too? Why not use WhatsApp Business which they already have installed?
My clients can see all other clients in Direct messages. Is there a way to prevent it, or it not really much of a problem.
Hey there Mariah! Fantastic video. Great job ;) Do you have a template to share for the eCom contract? Having a little difficulty with that. Thanks ;)
Is there a free software that I can upload the on-boarding step videos?
UA-cam
Fried Avocado Facts!! 👌🏼
Hi Mariah. How did you link the google form to the word "Here" on "Click here to get started" ?
hi mame i am from pakistan need your help about slack . please reply
So what do you exactly talk about in the strategy session? (confused)
Slack is similar to Discord, is it not?
In a way, yes you could say so!
Hi there!!! This was SUPER helpful!
I have a similar process in regards to slack. I use an app called Microsoft Teams. I’ve had clients in the past who refuse to use teams and keep emailing me. Have you experienced this? How did you handle it? Any wisdom?
Thanks Much!
Bryce
do you use better proposals now instead of docusign and why?
do you not use stripe?
I do!
What happens in the strategy session?
Any way can get a link to check it out?
Can I get a copy of the contract you send to clients?
For you and your clients to use google drive, do you have to pay for the storage? is it a part of g suite?
Hey! You don't need g suite to use g drive. You can if you want your business email/domain showing. But I know people who just use a @gmail.com. And I purchased extra storage, but you don't have to. Google gives you free storage. But if it's not enough, just upgrade!
Does every client get access to the #general channel? If so what do you do about that?
You can remove this default automatically in settings
do you have an LLC?
Dean Largaespada Yes
hey, is your free training still available ?