How To Onboard SMMA Clients (My EXACT Process)

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Assess Clients’ Goals. Start by understanding what the clients’ goals and objectives are, be that they want to increase sales, gain more leads, or increase visibility. Take some time to get to know their current digital marketing presence and what kind of activities they’ve tried.
Understand Their Target Market. Define the demographic characteristics of your client’s audience to help determine the best approach for their SMMA initiatives. Who are their buyers? What is the average age? Where do they live? What are their values?
Develop Key Objectives. Now that you’ve identified the client’s goals, create a comprehensive list of key objectives based on their goals and target demographic. This will provide direction for activities and inform the return on investment for SMMA.
Determine a Budget. Determine the budget available for your SMMA program and prioritize the range of activities you will be doing. Decide what setting you will be targeting depending on the budget – organic, paid, or both.
Develop a Strategic Plan. Once you have defined the goals and objectives, create a plan of action to reach those goals. This plan should include a timeline, scheduling of tasks, methods of measurement, activities to be monitored, and the right platforms to target.
Create Tactical Plans. Utilizing the strategy and key objectives, develop the tactics you will use to implement your SMMA program. This includes copywriting, image selection, reporting, optimization, and other tactics as needed.
Develop Key Performance Indicators. Outline the core metrics and key performance indicators (KPIs) for the program. This will enable you to measure the success of your campaigns and tweaks.
Implement Monitoring. Continuous monitoring of activities and performance metrics will help you modify, tweak, and optimize the SMMA program for the best possible results.
Analyze Performance. Review the overall performance at regular intervals and make adjustments. Address anything that needs further optimization.
Report on Performance. Regularly communicate the results of the SMMA program back to the client. Showing them the progress of the SMMA program will bolster their confidence in your efforts.