1. Inquiry Form

• Instead of jumping straight into calls with every DM or email inquiry, start with an inquiry form. This helps you filter potential clients and protect your time.

• The form collects a few key questions about the potential client's business.

  For example: what they do, their goals, where they currently are on social media, and what kind of support they're looking for.

• Once you review the form and feel like it could be a good fit, send them an email with your Calendly booking link or any booking appointment that is FREE to schedule a discovery call.

I keep doors open for both established and non-established brands, but the form helps me see the full picture before committing to a call*.*

💡 TIP: Create a simple Google Form or Notion Form and link it in your Instagram bio or DM auto-reply. This way, only serious inquiries make it through.

2. Discovery Call

• This is where you and your potential client actually meet! The discovery call is less about selling and more about understanding the client on a deeper level.
• Know their story, what's working, what's not working, and what they're struggling with. It's a space for you to learn and see where you can genuinely support them.
• The call also helps both of you and your potential client figure out if you’re a good fit, not just professionally, but in terms of working style and communication.

💡 TIP:  If you really want to work with a potential client, aim to send your proposal the same day or at least within 24 hours of the call.

3. Package Proposal

• Keep a proposal template ready with your packages, services, and rates. Send this to your potential client after your discovery call.

I have a template ready so it's plug and play. I just customize the relevant details per client. You can always edit it as needed.

4. Client Onboarding

• This stage kicks in once the client has agreed to your package and rate. The Client Onboarding sets the tone for the entire working relationship.
• Send your Welcome Packet to your client through email and should include:
  • Project Timeline
  • Contract
  • Invoice
  • Client Questionnaire
  • Resources (tools you both use for content planning and communication)
  • Your business hours — important for setting boundaries from the start!