Your Marketing Agency Onboarding Process (Step-by-Step Guide)

Onboarding your new social media marketing freelance clients can be done in an easy 5-step process! So long are the days of not feeling confident with onboarding your social media marketing freelance clients or digital marketing clients.

In this video, I share with you my 5-step onboarding process that I use for all of my freelance clients. This is a client onboarding process that I created when I first started my social media marketing and digital marketing freelance business, Digital Sargeant. I took all of my digital marketing experience from the agency and the executive level and applied all the good stuff to my business.

This is an onboarding formula for my social media marketing clients and digital marketing clients that is friction-free for both the client and me!

Don’t worry about sounding professional. Sound like you. There are over 1.5 billion websites out there, but your story is what’s going to separate this one from the rest. If you read the words back and don’t hear your own voice in your head, that’s a good sign you still have more work to do.


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