Nate Tilley walks through how an agency handles everything after a client signs up: the partner fills out an intake form, syncs accounts, builds ad campaigns, sets up a custom Slack workspace and CRM, and gets access to manage the client's Facebook ads and business page.
Once somebody signs up through there, it's a pretty seamless onboarding process. You fill out a form on behalf of your client that gets us all the information we need to get started on the back end. And then we start syncing everything up and building out the campaigns and getting ready to launch your client account. So that's right here. This is the form. You would just fill this out on behalf of your client. So a lot of times you're going to sell them, do an onboarding, call with them, and maybe you'll fill this out with them directly. Like, hey, let's list a few of your main competitors. What are your expectations? And you can fill this out directly, but it's going to come through to our team. Team. You don't send this to them. You fill this out for us on behalf of your client. Once you do the onboarding, we create a custom slack for you, we create the CRM account for them, we send you the login. You're the first user of their account, so you can add your clients in there. We get access to their Facebook ad account and business page and then we run everything through there.
