🧠Customer Management Discipline for a Social Media Marketing Agency
Initial Consultation: Understand the client’s business goals, target audience, and marketing objectives.
Contract & Scope: Clearly define deliverables, timelines, and reporting frequency.
Account Setup: Add client data to CRM, assign dedicated account managers, and set up communication channels (e.g., WhatsApp, Slack, Email).
Welcome Kit: Provide a brand questionnaire, social media access checklist, and a detailed roadmap of the next 30–90 days.
Response Time: Respond to client queries within 12–24 hours on working days.
Weekly Updates: Share progress, content plans, and engagement reports every week.
Monthly Review Meetings: Discuss performance analytics, campaign ROI, and next-month strategy.
Professional Tone: Maintain polite, proactive, and transparent communication across all channels.
Content Calendar: Share a monthly social media calendar for approval before posting.
Feedback Handling: Accept revisions gracefully, with a limit of 2–3 revision cycles per post or campaign.
Creative Alignment: Ensure designs, captions, and hashtags match the brand’s voice and visual identity.
Scheduling Discipline: No post goes live without client approval (unless pre-approved in strategy).
Analytics Review: Track engagement, reach, impressions, CTR, and conversions.
Monthly Report: Deliver a detailed performance report highlighting growth and insights.
Result Comparison: Compare month-on-month and campaign-to-campaign performance.
ROI Discussion: Suggest optimization tactics for better return on ad spend (ROAS).
Account Manager: Assign one dedicated manager per client for consistent communication.
Client Retention: Conduct quarterly satisfaction surveys and identify upselling opportunities (ads, influencer marketing, etc.).
Conflict Resolution: Address issues calmly, with a solution-oriented approach.
Celebration Touchpoints: Send personalized greetings on festivals or client anniversaries.
Advance Billing: Collect 50–100% upfront payment before work begins.
Renewal Reminders: Send renewal notices 10 days before the current plan expires.
Late Payment Handling: 5% penalty or work pause after 5 days of delay.
Refund Policy: Clearly state non-refundable terms for ongoing digital services.
Data Protection: Never share client credentials, insights, or designs with third parties.
Brand Respect: Avoid working with direct competitors without disclosure.
Transparency: No fake engagement, followers, or misleading metrics.
Professional Integrity: Always represent client brands positively in public spaces.
Training: Conduct regular internal team sessions on client handling and new tools.
Feedback Loop: Encourage clients to provide constructive feedback.
Innovation: Regularly update marketing strategies with latest trends (AI tools, Reels strategy, paid ad optimization, etc.).
Case Studies: Document successful campaigns for learning and promotion.
🧠Customer Management Discipline for a Website Design Agency
Dedicated Contact: Every client will have one project manager for all communication.
Response Time: Reply within 12–24 hours on working days.
Weekly Progress Reports: Update clients about design progress, feedback integration, and upcoming milestones.
Monthly Review Meetings: For ongoing maintenance or large projects, discuss analytics, updates, and UX improvements.
Response Time: Respond to client queries within 12–24 hours on working days.
Weekly Updates: Share progress, content plans, and engagement reports every week.
Monthly Review Meetings: Discuss performance analytics, campaign ROI, and next-month strategy.
Professional Tone: Maintain polite, proactive, and transparent communication across all channels.
Theme Selection & Customization: Suggest premium themes or develop custom ones aligned with the client’s brand identity.
Wireframe & Mock-ups: Share homepage design for approval before proceeding.
Plugin Management: Use only licensed, secure, and lightweight plugins to maintain speed and security.
Feedback Cycles: Allow up to 3 revision rounds at each design or content stage.
Testing & Optimization: Ensure responsive design, caching setup, SEO readiness, and loading speed below 3 seconds.
Launch Protocol: Final review, plugin audit, backup creation, and site migration to live server.
Training Session: Provide a short walkthrough on WordPress dashboard usage, blog posting, and plugin updates.
30-Day Support Window: Offer limited complimentary support for bug fixes and minor changes.
Maintenance Packages: Present optional monthly/annual WordPress maintenance plans (backups, updates, security checks).
Feedback Request: Ask clients for testimonials or improvement suggestions after completion.
Accountability: Document every communication and milestone for clarity.
Client Retention: Offer add-on services like SEO, speed optimization, or digital marketing.
Conflict Resolution: Address complaints calmly and provide solutions within 48 hours.
Personal Touch: Acknowledge client milestones, launches, or anniversaries with a personalized message.
Payment Schedule:
- 50 % advance before project start
- 30 % after design approval
- 20 % before final delivery
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Renewal Reminders: Send hosting, SSL, and maintenance renewal alerts 10 days before expiry.
Late Payments: Pause project after 5 days of delay; 5 % late fee applies.
Refund Policy: Work is non-refundable once the project enters design or development phase.
Data Security: All client credentials and backups remain confidential and encrypted.
Transparency: Disclose all plugin licenses and sources clearly.
No Conflict Policy: Avoid parallel work with direct competitors during ongoing projects.
Integrity: Never use nulled plugins, copied designs, or unethical SEO techniques.
Team Upskilling: Conduct regular workshops on new WordPress updates, Gutenberg, and performance optimization.
Feedback Loop: Gather client insights to refine project workflows.
Technology Update: Implement latest WordPress security and Core Web Vitals practices.
Case Studies: Document and publish success stories with client consent.
🧠Customer Management Discipline for a Social Media Marketing Agency
Initial Consultation: Understand the client’s business goals, target audience, and marketing objectives.
Contract & Scope: Clearly define deliverables, timelines, and reporting frequency.
Account Setup: Add client data to CRM, assign dedicated account managers, and set up communication channels (e.g., WhatsApp, Slack, Email).
Welcome Kit: Provide a brand questionnaire, social media access checklist, and a detailed roadmap of the next 30–90 days.
Response Time: Respond to client queries within 12–24 hours on working days.
Weekly Updates: Share progress, content plans, and engagement reports every week.
Monthly Review Meetings: Discuss performance analytics, campaign ROI, and next-month strategy.
Professional Tone: Maintain polite, proactive, and transparent communication across all channels.
Content Calendar: Share a monthly social media calendar for approval before posting.
Feedback Handling: Accept revisions gracefully, with a limit of 2–3 revision cycles per post or campaign.
Creative Alignment: Ensure designs, captions, and hashtags match the brand’s voice and visual identity.
Scheduling Discipline: No post goes live without client approval (unless pre-approved in strategy).
Analytics Review: Track engagement, reach, impressions, CTR, and conversions.
Monthly Report: Deliver a detailed performance report highlighting growth and insights.
Result Comparison: Compare month-on-month and campaign-to-campaign performance.
ROI Discussion: Suggest optimization tactics for better return on ad spend (ROAS).
Account Manager: Assign one dedicated manager per client for consistent communication.
Client Retention: Conduct quarterly satisfaction surveys and identify upselling opportunities (ads, influencer marketing, etc.).
Conflict Resolution: Address issues calmly, with a solution-oriented approach.
Celebration Touchpoints: Send personalized greetings on festivals or client anniversaries.
Advance Billing: Collect 50–100% upfront payment before work begins.
Renewal Reminders: Send renewal notices 10 days before the current plan expires.
Late Payment Handling: 5% penalty or work pause after 5 days of delay.
Refund Policy: Clearly state non-refundable terms for ongoing digital services.
Data Protection: Never share client credentials, insights, or designs with third parties.
Brand Respect: Avoid working with direct competitors without disclosure.
Transparency: No fake engagement, followers, or misleading metrics.
Professional Integrity: Always represent client brands positively in public spaces.
Training: Conduct regular internal team sessions on client handling and new tools.
Feedback Loop: Encourage clients to provide constructive feedback.
Innovation: Regularly update marketing strategies with latest trends (AI tools, Reels strategy, paid ad optimization, etc.).
Case Studies: Document successful campaigns for learning and promotion.