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Client onboarding process and problems - Google+, Youtube, Insta, Facebook

Discussion in 'Social Networks' started by Mike Bularz, Aug 3, 2018.

  1. #1
    Hi guys,
    New to the forums, excited to be a member!
    SEMrush
    I am having some social media management woes that maybe someone could help me with?
    What is your process of "onboarding" a client, i.e. getting access to their social media accounts? What should I look out for?
    Specifically, what do you do to help them add you as a "admin" or "editor" as well as transfer passwords, etc. for the most common social channels?
    I found there are a lot of problems that come up, including:
    -getting someone to add me to their google+, mybusiness, and youtube channels easily
    -getting access to a youtube account
    The biggest hurdle has been that many clients simply use personal profiles that don't allow multiple user roles like a business profile, and I can't log in to their google accounts with just passwords as they need to verify the identity with their personal cell phone, which is often a busy CEO, etc
    Any advice to streamline this process?? Am I to write out step-by-step instructions, do a remote session with them screen sharing and walking through, do I have to walk them through converting the personal profiles to business accounts with multiple roles?
    Thank you for any advice :D
    Mike B
     
    Mike Bularz, Aug 3, 2018 IP
    SEMrush
  2. Walleey

    Walleey Greenhorn

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    #2
    Do people just give you their accesses? It's weird. If you have any service where people should login using their data then they should do it themselves and of course you should provide them with text + screenshot description how to do that and if the process is not easy as I understood then it's better to make a video tutorial.
     
    Walleey, Aug 20, 2018 IP
  3. Mike Bularz

    Mike Bularz Peon

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    #3
    Hi Walley, thanks for the reply.
    I will be putting together tutorials soon for new clients - seems it's the only way
     
    Mike Bularz, Aug 27, 2018 IP
  4. Bob Reed

    Bob Reed Greenhorn

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    #4
    Could you please try to simplify this process? Because it sounds very difficult. The simpler the system, the more you want to use it. In this case, video lessons are simply necessary.
     
    Bob Reed, Sep 3, 2018 IP