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: To onboard and manage clients for Facebook and Google Ads. Managing their expectations throughout the engagement.
🤔 Why this is important: Effective and seamless onboarding of your clients increases the likelihood of turning new clients into loyal customers.
🗓️ When this is done: After you’ve secured the client.
👨 Who does this: The account manager
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Step 1 - Onboard a Facebook Ads Management Client
Click here to view this SOP 112: Onboard a Facebook Ads Management Client (web version)
Outcome: To understand clients' business requirements for the project as well as get access to the client's Facebook ads manager.
Step 2 - Onboard a client for Google ads
Click here to view this SOP 141: Onboard a Client for Google ads (web version)
Outcome: You and your team have access to resources, account access and approval needed to run Google ad campaigns for your client.
Step 3 - Onboard a client for Google Business Profile
Take advantage of the many SOPs available in the library that address all the issues that can be uncovered by your audit.
Click here to view this SOP 209: Onboard a client for Google Business Profile (web version)
Outcome: You and your team have access to resources and information needed to run the Google Business Profile for your client.
Step 4 - Client engagement playbook
Click here to view this SOP 211: Client engagement playbook (web version)
Outcome: Improve client interactions' quality while building stronger and more long-lasting relationships with clients.