W1.C4: Working with Clients

Grey Email Mastery

Expertise level – 1/5

Task Discription

In this video you will learn about seemless integration of you and your Cleint, on baisic term you will understand how to work along with client in Klaviyo.
After you complete the video, add your peers or a dummy Klaviyo account to your main klaviyo account as an additonal user

Other Useful Resources

New Client Onboarding Process | Freelance Social Media Manager

In this video Latasha James is Sharing her new client onboarding process for social media management clients, plus her new resource with 20+ templates for your freelance social media management business! This can also be used for an Email Marketing Agency.

How to Win Friends and Influence People

Try reading this book How to Win Friends and Influence People” by Dale Carnegie. Start now so that by the end of the course you will understand about marketing psycology, tips and tricks.

FAQs

Most frequent questions and answers

A well-structured onboarding process can involve:
Initial discovery meeting to understand client’s goals, needs, and current status.
Setting up clear communication channels and points of contact.
Reviewing and auditing their current e-commerce and email marketing practices.
Providing them with a strategy and timeline for your service.
Starting the work based on the agreed strategy.

Clear communication is key. Make sure to:
Set clear, realistic goals and timelines.
Keep the client updated on progress regularly.
Be transparent about any issues or changes in plans.
Educate them on your processes and what they can expect.


Set defined KPIs (Key Performance Indicators) based on client goals. These can be increases in email subscribers, improvement in email open or click-through rates, increased sales, or any other relevant metrics.

First, understand their concerns thoroughly. Communicate openly, accept your mistakes if any, and provide solutions. It’s essential to be responsive, proactive, and work on improving the service based on their feedback.