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 to 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 Two: 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!
Selecting your client will land you directly into the portal editor for them. Go ahead and check which services are active or not active.
You will see almost exactly what your client sees – so be sure its configured correctly for them!
Generate Your Client’s Magic Link Access
Add your client to the portal in the “Users” tab and then click the “Copy Login Link” button next to their name. Copy and paste this link into your reports or your communications with your client.
At any point they will be able to see the status of your business relationship as well as what else you offer with no friction. They can set a password and utilize that instead – but magic links make this so much easier.
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!
