In the bustling realm of social media freelancing, establishing boundaries and optimizing revenue streams becomes as essential as delivering top-notch content.
How can you ensure clear lines of communication, while also presenting additional opportunities to your clients?
The answer lies in utilizing a client portal that lays out the boundaries of your services, while also opening the door to discussions on expanding them.
We’ll be using our own client portal system as an example since these were exactly the same problems we were facing when we built it!
Let’s take a look at how a social media freelancer or small team would configure a Sydnee client portal.
This is just a jumping off point – we encourage you to adjust it to your own services!
Configuring The Social Media Client Portal Template
Enter the following information into your client portal setup as follows.
Category One: Social Media Management Services
Description: Holistic management of your brand’s social media presence, engagement, and growth.
Service One: Facebook Account Management
–Description: Comprehensive management of your brand’s Facebook, driving engagement and growth.
–Learn More Button: Link to your website’s Facebook service website page
Service Two: Instagram Account Management
–Description: Comprehensive management of your brand’s Instagram profile, driving engagement and growth.
–Learn More Button: Link to your website’s Instagram service website page
Service Three: X (Twitter) Account Management
–Description: Amplify your brand’s voice on X (Twitter) with strategic posts and audience engagement.
–Learn More Button: Link to your website’s X (Twitter) service website page
Indicate Which Services Are Active
Once you have the categories and services configured, it’s time to configure your client. Follow build your Service Showcase catalog and customize services for an account for the current controls.
Open the client account’s Services page, then choose which services are active for that client.
You will see almost exactly what your client sees – so be sure it’s configured correctly for them!
Invite Your Client and Share Portal Access
Open Portal access, select Add to portal, and choose Invite a client. Enter the client’s name and email address, then choose whether Sydnee should send the invitation email now.
If you want to share access separately, copy the account-level portal link from Portal access and include it in your report or client communication.
Your client signs in with the invited email address and the five-digit code Sydnee sends by email, instead of creating a separate portal password. See invite clients and manage access.
The Final Product!
Here is what the entire portal looks like when you have configured it as shown above!
When your client clicks in they will know exactly which services are active, information on what services you can expand to, and understand that asking for more is going to require a new agreement!
