How SMMA Agencies Can Automate Their Onboarding Process

Feeling drained from manually onboarding new clients for your SMMA? Well, the good news is you can automate the entire process to save time and increase efficiency.

In this article, we'll chat about how SMMA agencies can automate their onboarding process, including the benefits of automation and how to get started.

Overview

Depending on your setup and what tools you’re using, this may look different for you. The client we worked with had a basic process of using GoHighLevel for their CRM, ClickUp for project management, Slack for the internal team, and Google Drive for file storage.

Here's some feedback we’ve received from our clients on how onboarding automation helped their agencies:

• Increased efficiency: Automation can reduce the time it takes to onboard new clients, allowing you to focus on other aspects of your agency's growth.
• Scalability: As your agency grows, it may become difficult to manually onboard new clients. Automating your onboarding process can make it easier to scale your agency and onboard multiple clients every day.
• Improved client experience: A streamlined onboarding process can improve the client experience, making you stand out from most vendors they work with. You can even add a personalized email to your onboarding automation to welcome the client aboard and reassure them they made a great choice.

How to Automate SMMA Onboarding

To automate your SMMA onboarding process, you'll need to use automation software or tools. Our favorite is Make.com, a platform that allows you to automate your onboarding process from start to finish.

The first step is to create a simple Google Form and connect it to your make.com scenario. The Onboarding Form can be as simple as this:

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Next, you’ll set up the rest of your connections for each app. For this article, we’ll just show you the visual layout of the automation for one of our clients:

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Once you submit this Google Form, the automation begins and does everything you need in the click of a button. Process:

1. Google Drive Main Folder Created + Client’s Email Invited
2. Google Drive Folders Within Main Folder Created
3. GoHighLevel Contact is Updated
4. Task in ClickUp Assigned To Team Member
5. Slack Notification To Team

Much more can be added here, such as more folders, personalized emails, sending contracts, etc, but its a great framework to use for your own SMMA and will save you countless hours.

Best Practices for your Automations

When automating, keep in mind these best practices:

• Start small: Automate one process at a time and gradually add more make.com scenarios as you become more comfortable with the process.
• Personalize the experience: Add in some communication with your clients along with your onboarding process. Use personalization or even ChatGPT with the OpenAI module address clients by name and include a personalized message.
• Monitor results: Keep an eye on your scenarios to ensure they’re running smoothly and constantly try to identify areas for improvement.

In conclusion, automating your SMMA onboarding process can save you time and increase efficiency, allowing you to scale your agency more quickly. By using tools like Make and following best practices, you can streamline your onboarding process and provide a better client experience. So why not give it a try and see how automation can benefit your SMMA?

What is Automation Unlocked?

We help business owners automate their processes to save time and make more money.

If you want to do the same, inquire with us today!

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