Do you know who you are as a business owner? Fact-finder, visionary, quick-start, growth-minded? Together we will walk through who you are as a business owner, the type of business you want to create and develop the core values of your company.

After the first phase of self-discovery, it's time to build or refine your services, decide how much you'll charge (or raise prices), and develop policies, and contracts.

If you've already been in the business a while, we will take time to review what's working and not working as well as learning how to streamline your offers. No better time like the present to evaluate.

You may be tempted to take anyone that wants to throw a payment your way, but that will quickly lead to burnout.

Before your first, or 15th client call, it’s important to determine how you will qualify who you will work with. Taking anybody and everybody is definitely a place to learn, but there will be clients you know you won’t be able to serve.

Build your perfect fit, potential fit, and not-a-fit system to quickly and easily qualify your clients. Then create and/or refine your discovery call system.

If you absolutely MUST do beta work to learn, find out the proper system, what to charge, and how you learn from your time in beta.

You don't have time to be confused and neither do your future clients.

Onboarding is the first chance a client has to see how you really work. Let that leave a lasting impression on them by easing their fears and worries of buyers' remorse.

Let them see you shine with your system, communication, and efficiency with your newly created or refined process.

In this unit, we will cover how long your onboarding should be, what emails you should send, the welcome packet, and the checklist you’ll create for yourself to make sure you don’t miss any steps.

Communication has the power to keep your clients around for a long time.

Every client you work with wants to feel valued, seen, and cared for as you work on their social media marketing. You can’t just sign them up, send them a bill, get to work on their account, and go dark. They will be left to wonder what you are doing when you are doing it and how well it’s going.

Monthly reports, checkpoints, and necessary boundaries make for a beautiful client relationship in which everyone is happy. You'll see how Simple Pin does this for our clients and what keeps them happy even when the numbers are down.

In the unfortunate event that a client has to leave, we will help you create an offboarding report and system that will leave a lasting impression even after they are gone. (Hint...this leads to them coming back if they left on good terms.)

I wish I could tell you that working with clients is sunshine and roses but it's not. Sometimes you'll make mistakes and sometimes the client will. Regardless, you have to be prepared to troubleshoot when it gets rough.

Whether it’s client communication, your Pinterest marketing, or onboarding, it can feel really overwhelming when your systems are out of whack. Establishing your troubleshooting systems now will help you feel a little less freaked out when the unexpected happens. And it will happen.

You're crushing it at client management. You know it, your clients know it, but how do you tell people on social media without sounding like one of those bro marketers that want to sell you the $10,000/day dream business?

There is a way that feels right for you and can get you more clients. Figure out what marketing method works best for you, how to incorporate it into your workweek, and build a marketing system you can sustain without forsaking your client work.