<p>Today, we&#39;re going to talk about the five essential steps for onboarding a new client in a freelance social media marketing business. Onboarding is a critical phase that sets the foundation for a successful partnership. So, let&#39;s dive into the steps to make your onboarding process a breeze.</p> <p><br></p> <p>Resources and Tools Mentioned:</p> <ul> <li><a href="https://www.google.com/aclk?sa=l&ai=DChcSEwjKkND_5aX-AhV4yOMHHbYpB8oYABAAGgJ5bQ&sig=AOD64_1fEeujaPA6C3jSSkZdd_xobJF7QA&q&adurl&ved=2ahUKEwixi8j_5aX-AhVMj4kEHRyCCNQQ0Qx6BAgHEAE" target="_blank" rel="noopener noreferer nofollow">PayPal </a>– how I send invoices (they charge a small fee, but I like using PayPal because you can set up recurring invoices) </li> <li><a href="https://www.pandadoc.com/" target="_blank" rel="noopener noreferer nofollow">PandaDoc</a> – how I send invoices for clients to sign (they have a free version!)</li> <li><a href="https://www.jotform.com" target="_blank" rel="noopener noreferer nofollow">Jotform</a> – website I use to create my onboarding questionnaire (they also have a free version!)</li> <li>Social Media Strategy Document – can be created in Google Docs, you don&#39;t need a fancy Canva template unless you really want to create it</li> <li>Content Calendar – Asana, Trello, Notion, Monday, ClickUp, AirTable (these are all great project management tools) or you could even go as basic as a Google Doc or Spreadsheet! Totally up to you and what you prefer. </li> <li>Social Media Schedulers – I didn&#39;t touch on this as much, but optional if you&#39;d like to use a tool to auto-publish the content! I&#39;ve used brands like Later, Loomly, Hootsuite, Buffer, HeyOrca – I recommend doing your research and finding one you like the best! </li> </ul> <p><br></p> <p>Got questions? Shoot me a DM on social media!</p> <p><a href="https://www.instagram.com/socialwithamanda/" target="_blank" rel="noopener noreferer nofollow">Instagram</a></p> <p><a href="https://www.linkedin.com/in/amandanmaxim/" target="_blank" rel="noopener nofollow">LinkedIn</a></p> <p><a href="https://www.tiktok.com/@socialwithamanda" target="_blank" rel="noopener noreferer nofollow">TikTok</a></p> <p><br></p>