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NEW CLIENT ONBOARDING

(5-8 minutes)

STEP 2: CONNECT ASSETS

(1-2 mINUTES)


🤝 Connect assets to grant us access to:

Your Ad Account
Your Page
Your Catalog
Your Pixel
Your Instagram Account

Multi Layer Image
Multi Layer Image

STEP 3: REPORTING + ANALYTICS


Next, we'll setup your LIVE Analytics + Reporting dashboard. You will receive access to your new dashboard where you will see all of your assets analytics in one place. Want to know how that video of a dog eating peanut butter is performing? Check your dashboard! At the end of the month, you'll also receive an end of month report showing your results!

STEP 4: PROJECT MANAGEMENT


Finally, we will add you to our client project managemet platform. There, you will be able to see what we're working on, when we're working on it. Want to know when we're putting together your incredible kitten in a party hat graphic to promote your brand? Check your project management dashboard! You'll see that Brooke will have the graphic created by Tuesday and Alex will have it published by Wednesday afternoon!

YOUR SOCIAL MEDIA CONTENT CALENDAR

Sign into www.later.com using the email you provided in your onboarding form and your Instagram password. 

250,000+

Posts Scheduled

83,000+

Hours Saved

1.4B+

People Engaged

TATIANA DOUBLED HER ANNUAL REVENUE WITHIN MONTHS OF OUR PARTNERSHIP


“Their advice is worth it’s weight in gold, I would not use anyone else".

TATIANA MCGAULEY

Owner of Alexandria Body Sugaring

GROW YOUR BUSINESS FASTER WITH MARKETING ADD-ONS

Client Onboarding Form

Below are some questions that help arm the social influenc team with information about your business that is essential to the success of our marketing efforts. The better we know your business, your goals, brand, and target audience, the better we can help you get new customers. Please take a few minutes to fill out this form, ideally prior to our kickoff meeting.

Company Name
Owner Name
Owner Email
Owner Phone Number
Preferred Method Of Communication
What do you aim to achieve with social media? What are your expectations?
How much revenue are you hoping to add to your business per month?
1000 100000 1000
What is your brand voice? What emotions do you hope to convey through your brands visuals and messaging?
What makes your business concept different or unique?
What are your businesses strengths and weaknesses? If you are a new business, what do you think they might be?
How would you describe your business culture?
What have you tried in marketing that has worked in the past?
What have you tried in marketing that has NOT worked as expected?
What in-house specials or promotions do you currently feature that we should be aware of? (i.e. daily events such as happy hour, birthday discounts, monthly giveaways, etc.) Please be specific.
Where do you currently spend your marketing budget?
What in-What marketing do you feel has or could work for you? (Please explain)specials or promotions do you currently feature that we should be aware of? (i.e. daily events such as happy hour, birthday discounts, monthly giveaways, etc.) Please be specific.
Do you use email marketing?
If yes, how frequently do you send email communication to your list?
How big is your email list?
Please list your top competitors in the area or industry.
Who is your target audience?
How would you describe your ideal customer?
What do they love most about you?
What are your most popular services or products?
What part of the market do you feel that you are currently missing?
Instagram Login: Username/Password
Website Login: Username/Password
TikTok Login: Username/Password
CRM Software Login: URL - Username/Password
Email Marketing Login: URL - Username/Password
Other Logins
Please fill all the required fields!
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