Booked Out Social Media Management Business Series Part Four: Managing Client Accounts

So, last time we covered: your portfolio is your best tool that you have in your tool belt. It showcases your work, your experience, and helps potential clients know that they want to hire YOU. Click here if you missed it.

And in this part of this five-part series, we are going over systems. You need to have your systems in order! This will help you know exactly what you will do for the client, how you'll manage the project and their expectations, and how you'll deliver great results.

The 4 Key Social Media Manager Processes

1. Lead Acquisition

2. Onboarding

3. Monthly Management

4. Offboarding

Download this free guide to get a more in-depth view of each, or keep reading to get the overview!

Leads Acquisition

1. Create an opt-in

2. Send an email with a service guide with a button to book a discovery call

3. Send an email a few days later introducing yourself and following up

4. Send another email a few days later with your portfolio

5. Send an email a few days later for them to keep you in mind

Onboarding

1. 30-minute discovery call

2. Send a proposal invoice, contract

3. A questionnaire and a Calendly link to book a kickoff call

4. A series of onboarding calls until the process is complete!

5. Prep strategy and the first batch of content

Monthly Maintenance

1. Craft a client strategy

2. Monthly client meeting

3. Create content + approval process

4. Management (community, posting, etc!)

5. Analytics reporting, repeat!

Offboarding

1. Send feedback form

2. Send over all files

3. Send the final email, thank you note, and the final analytics report

When you implement these systems, you become a social media manager who is seen as an authority, trusted, and referred to when it comes to work.