Onboarding Emails (ONLY AFTER INVOICE IS PAID) NOTES: ● ● ● Make sure you send this ONLY after they’ve paid invoice If you don’t preframe your clients, they will take advantage of you YOU must establish how this relationship is going to go Email 1: Hey Name! We wanted to send a sincere thank you for choosing us to handle your marketing needs. What You Can Expect Going Forward Simply put, my team and I will be 100% focused on delivering fresh security leads! We understand that you have entrusted a portion of your marketing budget to us and our objective is clear. We’ll drive more leads to your business that will ultimately turn into long-term business relationships. We'll need a few things from you in order to get started: Please fill out this on-boarding doc: Facebook On-boarding Video on How to setup a business manager + ad account: B usiness Manager Setup After you set this up, go to the Ad Account tab in the Business Manager and click Assign Partner. To give us access, you'll need to enter the number below and select Admin Access: 718703021647184 Here is a video for that: Give Us Ad Account Access: G ive Us Ad Account Access Let me know if you have any issues, and or questions with this. As our team understands that the basis of any productive working relationship is strong communication, we will ensure you know what we are working on, what we will deliver, and how it will impact your business. As we start to measure the benefits of our Facebook Ads system and the number of new leads it is delivering to your business it will become clear how beneficial this investment has been for you. We take great pride in delivering exceptional results for all of our clients, and we look forward to being a trusted advisor to you and your business. As we take this journey together, we will aim to ensure that you and your business become the benchmark against which the competition is measured. Thanks for your business and have a wonderful day! Sincerely, Email 2: Hey Name, As we begin our engagement with your company, we would like to make the process simple and painless. Although we believe strongly in using a team-based approach for superior results, we want to make sure you have a consistent single point of contact, so that if you have any questions or concerns along the way you know exactly who to turn to. My name is _____ While _______ is our founder and he can be reached at (Your Business) I will be your dedicated point of contact. We know the cornerstone of any good relationship is concise communication, establishing fair expectations, and then delivering on point and on time. Most of our communication is going to be through email and video. If you would like to jump on a phone call, all I ask is to please send me an email first so we can schedule a time typically within 24 hours. I understand you’re busy and want to be respectful of your time so if I need to reach you by phone, I will send you a quick email requesting a time that works best. My responsibility is to ensure you receive quick dedicated service by matching your needs with our team of marketers, graphic designers, coders, writers and various other resources to deliver results for you and your business. If you have any questions, please do not hesitate to contact me. I will be happy to address any needs you might have. Thanks _____!
