How We Onboard New Agency Clients

If you are considering starting with a new agency, or are an agency owner taking on clients, it's important that the onboarding process encompasses everything needed to start producing good advertising results as soon as possible. In this video, I cover the process that we follow to onboard new clients to our agency. 👉 Book a 1-1 Consulting/Training session with Rod: https://rodbland.com/consulting ⏳ TIMESTAMPS: 0:00 Intro 1:04 Sign the service agreement 3:11 Onboarding survey form 3:34 Backend website access 4:05 Email Service Provider access 4:25 Setup Facebook Business Manager 4:52 Upload Brand assets 5:34 Build ideal customer avatar 6:12 Setup Slack communication 7:49 Conclusion ☕☕ Support Rod: https://www.buymeacoffee.com/rodbland OTHER RESOURCES: 📥 DOWNLOAD your FREE Facebook Ads Template: https://rodbland.com/facebook-ad-template 🌐 Join the community in my Facebook Ads Alchemy Group: https://rodsgroup.com 📜 Take one of my online courses: https://rodscourses.com 🎧 Listen to Facebook Ad Hacks, my Podcast: https://rodbland.com/podcast Detailed Targeting Options Removed! (What to do about it) https://youtu.be/P4SaZwEK2Pw How to create a Facebook Business Manager https://youtu.be/NpywWUo-Txg How to Verify the Facebook Business Manager https://youtu.be/36OH1aQFIOA SOCIAL CHANNELS: 💻 My website: rodbland.com 📸 Instagram: instagram.com/rod.bland 🐦 Twitter: twitter.com/rodbland GET IN TOUCH: I don't check DM's - email is best! hello@rodbland.com ********************************************* Need help with your FACEBOOK & INSTAGRAM ADVERTISING? If you are currently making sales in your business or you are an experienced entrepreneur starting a new venture, and need help with your Facebook & Instagram advertising, we'd love to speak with you to discuss how we can help you achieve amazing results this year. You can book a free, no-obligation, 30-minute strategy session with us here: https://rodbland.com/work-with-us/ ****************************** #facebookads #facebookpixel