Como Criar o Onboarding para o seu Cliente de Tráfego Pago

Summary

This video script offers an in-depth guide on creating an onboarding process for traffic clients, focusing on setting up paid traffic campaigns. The speaker shares personal strategies and tips used in their company, covering initial steps, the importance of clear communication, and the creation of essential tools like a traffic control spreadsheet and WhatsApp groups. They also discuss the setup process, including account access, payment methods, and campaign planning. The script emphasizes the significance of a structured approach to ensure client satisfaction and retention, highlighting the importance of professionalism and detailed planning in traffic management.

Takeaways

• 😀 The importance of a clear onboarding process for new clients to ensure they understand their role and the steps they will follow within the company.
• 🎯 The onboarding process should be well-aligned with the client to avoid confusion and to create a sense of security and professionalism.
• 📋 The necessity of having a checklist and clear orientation for clients to follow, including the creation of a 'boarding diary' and other organizational tools.
• 🚀 The initial steps of onboarding involve contract signing, payment receipt, and setting up communication channels like WhatsApp groups.
• 🛠️ The setup of paid traffic involves detailed planning and configuration before launching campaigns, including access to accounts and necessary tag installations.
• 📈 Emphasis on the use of spreadsheets for campaign control, goal tracking, and weekly result reporting to maintain organization and client communication.
• 📝 The significance of documenting each step taken during the onboarding and setup process in a 'boarding diary' for client access and transparency.
• 🔍 The need for careful planning and structuring of traffic campaigns, including the use of mind maps to organize campaign strategies and goals.
• 📉 The importance of regular account monitoring and optimization schedules for paid traffic management, tailored to the client's level of involvement and investment.
• 📊 The use of a data control spreadsheet to track weekly client data, including campaign objectives, messages sent, spending, and key performance metrics.
• 🗓️ Setting up a schedule for regular reporting to clients, including preparing and delivering reports on campaign performance and budget management.

Q & A

What is the main topic of the video script?

The main topic of the video script is about creating an onboarding process for a traffic client, discussing steps, and providing tips for managing paid traffic in a business context.

What does the term 'onboarding' refer to in this context?

In this context, 'onboarding' refers to the process of integrating a new client into the company's culture and daily operations, ensuring their adaptation and retention.

What are the initial steps mentioned in the onboarding process for a new client?

The initial steps mentioned include contract signing, payment receipt, creating WhatsApp groups, and setting up a Google Drive folder with necessary processes for the client to follow.

What is the importance of having a clear onboarding process?

A clear onboarding process is essential as it provides the client with a sense of security and clarity about what is happening, ensuring a collaborative relationship and a more enduring partnership.

What is the role of a 'diary of onboarding' in the client's journey?

The 'diary of onboarding' serves as a document that the client can access to visualize the steps and actions taken during the onboarding process, ensuring transparency and organization.

What is the significance of creating a Google Drive folder for the client?

Creating a Google Drive folder for the client is important as it contains all the necessary documents, processes, and materials that the client needs to understand and follow during their time with the company.

What is the setup of paid traffic mentioned in the script?

The setup of paid traffic refers to a fixed or unique value charged by the company to configure accounts, meet with the client, and ensure all necessary settings are in place for campaigns to run smoothly.

Why is it crucial to plan the paid traffic campaigns before launching them?

Planning the paid traffic campaigns before launching them is crucial to avoid issues such as delayed campaign starts, which can affect the overall campaign duration and the company's ability to deliver results to the client.

What are some of the tools and platforms mentioned for managing paid traffic campaigns?

Some of the tools and platforms mentioned include Google Tag Manager, Facebook Pixel, WhatsApp Business, and Business Manager for account verification and management.

How does the speaker suggest managing the client's expectations regarding the campaign start and duration?

The speaker suggests being transparent about the setup process and the time it takes to configure accounts and campaigns. This helps manage client expectations regarding when the campaigns will start and how long they will run.

What is the purpose of the weekly data control spreadsheet mentioned in the script?

The purpose of the weekly data control spreadsheet is to track and organize key metrics such as likes, campaign objectives, messages sent, spending, clicks, impressions, and CTR, providing a clear overview of the campaign performance.

How does the speaker emphasize the importance of client communication and reporting?

The speaker emphasizes the importance of client communication and reporting by suggesting the use of tools like Click-up for task management, regular account monitoring, and providing weekly and monthly reports to keep clients informed and involved.

What is the role of optimization in the management of paid traffic campaigns?

Optimization plays a critical role in the management of paid traffic campaigns as it involves continuous improvement and adjustment of campaign settings to enhance performance and ensure the best results within the set budget.