{"slug":"recipe-033-onboard-and-manage-clients","title":"Onboard and manage clients","tags":["source:clickminded","type:recipe","server:clickminded-sop","onboard","manage","clients"],"agent_summary":"Recipe 033: Onboard and manage clients Onboard and manage clients for Facebook and Google ads. Managing their expectations throughout the engagement. __Last Updated / Reviewed:__ 10/18/2023 __🚀 Goal:_","trigger_phrases":["onboard and manage clients","how to onboard and manage clients"],"runnable":false,"markdown":"\r\nRecipe 033: Onboard and manage clients\r\n\r\nOnboard and manage clients for Facebook and Google ads. Managing their expectations throughout the engagement.\r\n\r\n__Last Updated / Reviewed:__ 10/18/2023\r\n\r\n__🚀 Goal:__ To onboard and manage clients for Facebook and Google Ads. Managing their expectations throughout the engagement.\r\n\r\n__🤔 Why this is important:__ Effective and seamless onboarding of your clients increases the likelihood of turning new clients into loyal customers.\r\n\r\n__🗓️ When this is done:__ After you’ve secured the client.\r\n\r\n__👨 Who does this:__ The account manager\r\n\r\n[__Click here to get the most up-to-date version of this Recipe__](https://members.clickminded.com/recipe/033)\r\n\r\n## Step 1 - Onboard a Facebook Ads Management Client\r\n\r\nClick here to view this SOP 112: Onboard a Facebook Ads Management Client ([web version](https://members.clickminded.com/sop/112/))\r\n\r\n__Outcome__: To understand clients' business requirements for the project as well as get access to the client's Facebook ads manager.\r\n\r\n## Step 2 - Onboard a client for Google ads\r\n\r\nClick here to view this SOP 141: Onboard a Client for Google ads ([web version](https://members.clickminded.com/sop/141/))\r\n\r\n__Outcome__: You and your team have access to resources, account access and approval needed to run Google ad campaigns for your client.\r\n\r\n## Step 3 - Onboard a client for Google Business Profile\r\n\r\nTake advantage of the many SOPs available in the library that address all the issues that can be uncovered by your audit.\r\n\r\nClick here to view this SOP 209: Onboard a client for Google Business Profile ([web version](https://members.clickminded.com/sop/209/))\r\n\r\n__Outcome__: You and your team have access to resources and information needed to run the Google Business Profile for your client.\r\n\r\n## Step 4 - Client engagement playbook\r\n\r\nClick here to view this SOP 211: Client engagement playbook ([web version](https://members.clickminded.com/sop/211/))\r\n\r\n__Outcome__: Improve client interactions' quality while building stronger and more long-lasting relationships with clients.","html":"<p>Recipe 033: Onboard and manage clients</p>\n<p>Onboard and manage clients for Facebook and Google ads. Managing their expectations throughout the engagement.</p>\n<p><strong>Last Updated / Reviewed:</strong> 10/18/2023</p>\n<p><strong>🚀 Goal:</strong> To onboard and manage clients for Facebook and Google Ads. Managing their expectations throughout the engagement.</p>\n<p><strong>🤔 Why this is important:</strong> Effective and seamless onboarding of your clients increases the likelihood of turning new clients into loyal customers.</p>\n<p><strong>🗓️ When this is done:</strong> After you’ve secured the client.</p>\n<p><strong>👨 Who does this:</strong> The account manager</p>\n<p><a href=\"https://members.clickminded.com/recipe/033\"><strong>Click here to get the most up-to-date version of this Recipe</strong></a></p>\n<h2>Step 1 - Onboard a Facebook Ads Management Client</h2>\n<p>Click here to view this SOP 112: Onboard a Facebook Ads Management Client (<a href=\"https://members.clickminded.com/sop/112/\">web version</a>)</p>\n<p><strong>Outcome</strong>: To understand clients' business requirements for the project as well as get access to the client's Facebook ads manager.</p>\n<h2>Step 2 - Onboard a client for Google ads</h2>\n<p>Click here to view this SOP 141: Onboard a Client for Google ads (<a href=\"https://members.clickminded.com/sop/141/\">web version</a>)</p>\n<p><strong>Outcome</strong>: You and your team have access to resources, account access and approval needed to run Google ad campaigns for your client.</p>\n<h2>Step 3 - Onboard a client for Google Business Profile</h2>\n<p>Take advantage of the many SOPs available in the library that address all the issues that can be uncovered by your audit.</p>\n<p>Click here to view this SOP 209: Onboard a client for Google Business Profile (<a href=\"https://members.clickminded.com/sop/209/\">web version</a>)</p>\n<p><strong>Outcome</strong>: You and your team have access to resources and information needed to run the Google Business Profile for your client.</p>\n<h2>Step 4 - Client engagement playbook</h2>\n<p>Click here to view this SOP 211: Client engagement playbook (<a href=\"https://members.clickminded.com/sop/211/\">web version</a>)</p>\n<p><strong>Outcome</strong>: Improve client interactions' quality while building stronger and more long-lasting relationships with clients.</p>\n"}