3 Ways We Ensure Our Social Media Agency Never Misses a Beat
Ever feel like you're caught in a whirlwind of overdue tasks and endless follow-up emails? As they build up, the chaos intensifies until you're overwhelmed and completely disorganized.
But fear not, we've got you covered and have armed ourselves with tools that make running our agency a breeze.
Now, we get it, delving into the world of tools and systems can feel overwhelming, but our agency has curated the cream of the crop when it comes to organization, tailor-made for you, your team, and your partners. We've been through it all, conquered the chaos, and we can guide you through the same journey.
IT ALL STARTS WITH ONBOARDING
The key to making new partnerships truly successful? Starting off on the right foot. Sadly, many teams miss the mark here, letting potential clients slip away or form premature frustration before they're even on board. That's why kicking things off with clear expectations and system isn't just important—it shows you’re all in and ready to do the d*mn thing.
The onboarding process is your client’s first taste of your systems and processes. The main goal is to set the tone for the client by providing them with clear timelines and expectations. This is accompanied by clear systems, processes, and communication, which helps build trust. This trust is necessary for any long-term successful partnership. It's crucial for the client to have faith in your methods and recognize that their trust will be consistently upheld, thanks to the groundwork laid at the outset.
Our Client Onboarding Checklist has proven instrumental in maintaining our organizational efficiency, ensuring that we're well-prepared for each new client. This proactive approach not only streamlines our processes but also sets the stage for successful partnerships by gathering essential information and assets from the start. This information includes:
Preliminary questionnaires delving into the ins and outs of their brand, ideal customer, and competitors
Collection of login info, branding files, photo/video assets, etc.
A comprehensive outline detailing the subsequent steps for your agency upon receiving those assets
This streamlines the onboarding process, allowing you to start the working relationship on a high note.
STREAMLINE YOUR SYSTEMS WITH ASANA
So, you've successfully onboarded your client, but hold onto your hats, people, because that's just the warm-up! You can’t stop there, this is where the true organizational efforts come to play.
Now that you have a mountain of new tasks on your plate, how do you keep it all together? Enter Asana … our saving grace, if you will. Once we've gathered all the necessary materials from the client, Asana streamlines the setup and client management process, allowing us to hit the ground running on their project.
Assigning and overseeing tasks has never been simpler. Asana allows us to have clear, results-oriented communication and ensures everyone stays in the loop on team progress. With everyone held accountable and clear on their responsibilities, we're poised for success.
Using Asana has truly helped our agency to scale, and we’ve made the EXACT template we use for our client projects into a download for all our homies. Featuring the exact Asana board that has led us to efficiency, our Asana Task Tool Kit allows you to easily implement scalable systems in your agency. Just duplicate the board for each new client and every task is already built out and ready to assign to your team members. Welcome to a whole new era of productivity!
COMMUNICATE, COMMUNICATE, COMMUNICATE!
EXTERNAL COMMUNICATION:
Whoever said “communication is key” was NOT lying. When communication falls short, it sets off a chain reaction of problems: confusion, disorganization, unfinished tasks, strained relationships, missed opportunities for success... the list is endless. We like to stay on top of it by:
Touching base weekly with fresh content for their review
Touching base bi-weekly to provide account updates, share ideas, and collaborate
Touching base monthly with a monthly analytics report containing wins and areas of opportunity
Maintaining consistent communication is vital to a partnership’s success as it demonstrates care for a brand and that they’re ultimately kept top of mind. This builds trust, which is essential for any successful long-term partnership. We recommend that all external communication happens through email or Google Meet, as it simplifies tracking and allows for easy file management. Download our SMM Contract for our top tips for implementing these communication boundaries!
INTERNAL COMMUNICATION:
When it comes to internal communication, Slack is our go-to. The app offers a wide range of features and integrates seamlessly with many resources we already use, like Asana and Google Calendar. This makes it easy to streamline workflows, share updates, and collaborate efficiently, all within one platform. There is even a feature that allows you to create separate channels, which we like to organize by client, where all information or questions about that specific account can live. With Slack, you can enhance productivity and keep everyone on the same page. How easy is that!
Staying organized in a chaotic world is no small feat, but at Homemade Social, we’ve mastered the art of order. From client onboarding that builds trust to leveraging Asana for seamless workflow management, we've turned chaos into clarity. Our proven strategies and tools, like the Client Onboarding Checklist and Asana Task Toolkit, can help you achieve unparalleled productivity. And here's some good news: our Asana Task Toolkit is discounted for the entire month of June 2024! Don't miss out on this opportunity to experience it firsthand. You'll be glad you did.
xx.
The Homies