Client Onboarding and how it works
Get on a discovery call
Our journey begins with a discovery call. During this call, we’ll discuss your goals, challenges, and vision for your social media and email marketing strategies. This is a great opportunity for us to understand your unique needs and determine how SimplicityStudioMTL can help you achieve your objectives.
Start onboarding process
In this phase, we’ll set up your personal folders on Google Drive for content uploads and integrate your projects into Asana for streamlined communications and progress tracking. We’ll also set up your Meta Business Suite to manage your Facebook and Instagram activities. This setup ensures that everything is organized and that our collaboration is efficient and effective.
Answer our questions form
Next, you’ll fill out our comprehensive questions form. This form helps us gather all the necessary details about your brand, target audience, current strategies, and expectations. The information you provide will be crucial for us to create a tailored plan that aligns with your goals.
Prepare for first month content testing
With the groundwork laid, we’ll prepare for the first month of content testing. This involves developing initial content, setting up posting schedules, and starting to test different types of posts (such as CTAs, reels, photos) to see what resonates best with your audience. We’ll closely monitor the performance and gather data to refine our strategies.
Sign contract Proposal
Once we’ve reviewed your responses, we’ll draft a customized contract proposal outlining the scope of our services, timelines, and deliverables. After you review and sign the contract, we’ll officially start our partnership and move forward with the onboarding process.
finalize strategy + continued posting
After analyzing the results from the first month, we’ll finalize a comprehensive strategy tailored to your brand’s needs. We’ll continue posting high-quality, data-driven content while continuously monitoring performance and making adjustments as needed. This ensures sustained growth and engagement across your social media platforms.