This article focuses on client onboarding for Social Media Marketing Agencies (SMMA) – what it is, why it is essential, and how to do it effectively.

Client Onboarding – WHAT & WHY:

Client onboarding is introducing your company to new clients and make it easy to understand. It is a process that brings the lifeblood of the company. The lifeblood of the company is cash. Without a new customer, it is very hard to generate enough cash. You can’t expand without new customers.

Client Onboarding – HOW to do it effectively?

Questions to Ask Client on The First Meeting:

It is the best way to onboard the prospective clients. Now the question is – what are the best questions to ask. First of all, you need to know that a question that covers the prime concerns of the client is the best question to ask. Before asking the potential client, ask yourself -why will a customer come to you? Why does he need you?

Just keep in mind that you should not ask in a tone that puts you in a lower status. It will force you to lower your price. Don’t let them consider your questions as your ignorance. Give them the impressions that these questions are your inquisitiveness and eagerness to understand how you will help their business grow.

You are free to ask any questions. There are no absolutely standard questions that are appropriate for all occasions. Your questions will depend on situations and persons. Let’s figure out which questions are appropriate in which situations and for which people.

How To Ask The Right Question?

Try to find out the problems the client is facing. It can be a company that has launched its online sales recently, but it doesn’t know about online promotion. They don’t know where their sales will come from. It can be a company that is old but is not satisfied with the current status. It wants to reach a higher place. Understand what he wants. Ask questions to understand it. Your solution should be the bridge between where he is now and where he wants to go.

Here are the prime concerns why business owners come to agencies:

1. Not Getting Enough New Customers
2. Low Sales Generation
3. Targeted Traffics Are Not Coming to Their Websites
4. Returning Visitors are low
5. Recession
6. Lack of Proper Budget Idea

There can be many more reasons why businesses come to an agency but these are the most common reasons I found in my professional career.

What You Should Say At The Beginning Of The Meeting To Make The Meeting Fruitful?

Focusing on the above-mentioned concerns is not enough to reach the deal. You need to establish transparency between the expectations from both ends. Though you will show your extraordinary skills and utmost willingness, you need to clearly say at the beginning of the meeting that it is ok to say ‘no’ to your services. And you should ask what the potential client wants to reach in this meeting. If you don’t do this, there are 30% chances that the potential customers will not come.

The bottom line of successful client onboarding is just to try to present your service as the best solution for their concerns. I tried to make it easy for you. I hope now you know what you should keep in your mind when you are meeting for the first time with your potential clients. Hope this helps.