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The Email I Send When Onboarding Social Media Clients

Published on: December 23 2022 by David Cantero

Onboarding social media clients can be a daunting task. It's important to set expectations and establish a clear plan from the start. To help with this process, I have created a template email that I send to all new clients.

Dear [Client Name],

First of all, welcome to our social media family! We are thrilled to have you on board and look forward to working with you. To ensure a smooth onboarding process, I wanted to give you a brief overview of what to expect in the coming weeks.

1. Discovery Call: We will schedule a call to discuss your goals, target audience, and content strategy. This will help us understand your brand and create a tailored plan for your social media presence.

2. Platform Set-Up: Once we have a clear understanding of your goals, we will create and optimize your social media accounts. This includes setting up your profile, cover photos, and bio information.

3. Content Creation: We will start creating content that aligns with your brand and resonates with your audience. Our team of writers and designers will work together to produce high-quality content that drives engagement.

4. Approval Process: Before publishing any content, we will send it to you for approval. This ensures that you are happy with the content and that it aligns with your brand's messaging.

5. Social Media Management: After your accounts are set up and your content is created, we will start managing your social media presence. This includes posting content, engaging with your audience, and monitoring analytics to measure the success of our efforts.

If you have any questions or concerns throughout the process, please don't hesitate to reach out. We are here to support you every step of the way.


[Your Name]

Sending this email to new clients has helped us establish a clear plan for onboarding and has set expectations from the start. By breaking down the process into clear steps, we can ensure a successful partnership and a strong social media presence for our clients.

Improving Your Business: Tweak, Update, and Automate

When building a business, it's crucial to always aim for improvement. Tweaking, updating, and automating your systems to become more efficient can lead to success.

Getting Better Every Week:

To truly make progress, it's important to focus on getting better every week. This means committing to improvement and continuously trying to update and optimize your strategies.

Onboarding Clients:

As a social media agency, onboarding clients requires gathering essential information for successful launch. However, incorrect information slows down progress and affects success.

The Importance of Knowing Your Customer:

It's crucial to know your customer, including their demographics and preferences. This helps to create a clear avatar, allowing for targeted marketing efforts.

Using Your Voice:

Voice can be a powerful tool for sales and communication. Whether using it over the phone or in video calls, it's important to use it to your advantage.

Improvement is the key to success in business. By continuously tweaking, updating, and automating, you can set yourself up for success. Knowing your customer and using your voice effectively can also greatly impact your success.

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