Welcome & Expectations Call
Do It the Right Way
Account Manager, pay attention. This page is for you!
Every time we get a new client, we want their onboarding to be smooth and frictionless, and because we use checklists, smooth and frictionless are achievable and repeatable.
The first goal of an Account Manager is to ensure that the client knows what to expect right from the start. We do this by setting expectations during the welcome call.
This page will walk you through the process so that you will be guided accordingly.
Level 4 Specialist Training
Make sure you've gone through the Account Manager training first in the Academy. This is required before you can be allowed to manage client accounts. Client onboarding is just one part of the Account Manager training but a very important one.
You should know that we offer two types of retainer packages for local clients. These are the Content Engine and Conversion Engine. Before diving in on a welcome and expectations call, you should study the two packages first to know what's involved. Visit each page and study the services we are offering before moving forward.
14 Videos for Account Managers
Things To Keep Top-of-Mind:
- Record each call (Zoom preferred)
- Make sure you are in a quiet room with no possibility of distractions
- Review all information available about the client (know your client)
- Be on time (5 minutes early)
- The Meetings Checklist is one of the items to keep "top of mind" since it's about how to prepare properly--before, during, and after the meeting
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Dennis Yu is co-author of the #1 best-selling book on Amazon in social media, The Definitive Guide to TikTok Ads. He has spent a billion dollars on Facebook ads across his agencies and agencies he advises. Mr. Yu is the "million jobs" guy-- on a mission to create one million jobs via hands-on social media training, partnering with universities and professional organizations.
You can find him quoted in major publications and on television such as CNN, the Wall Street Journal, Washington Post, NPR, and LA Times. Clients have included Nike, Red Bull, the Golden State Warriors, Ashley Furniture, Quiznos-- down to local service businesses like real estate agents and dentists. He's spoken at over 750 conferences in 20 countries, having flown over 6 million miles in the last 30 years to train up young adults and business owners. He speaks for free as long as the organization believes in the job-creation mission and covers business class travel.
You can find him hiking tall mountains, eating chicken wings, and taking Kaqun oxygen baths-- likely in a city near you.