Mastering Contract Signings and Payments in SMMA

Table of Contents:

1. Introduction: How We Sign Contracts and Get Paid
2. Branding your Stripe Account
3. Creating Stripe Products for Your Agency
4. Generating Payment Links with Stripe
5. Customizing Your Checkout Page
6. Using a Custom Domain for Your Checkout Page
7. Reviewing the RoofMax Contract
8. Onboarding Process for Clients
9. Leveraging Hyros for Tracking Ads
10. Compensation and Payment Structure
11. Signing Contracts Online with DocuSign
12. Conclusion: Scaling the Agency and Getting More Clients

Introduction: How We Sign Contracts and Get Paid 💼💸

In today's video, I'm going to share with you the exact process we follow in our agency to sign contracts and receive payments from our clients. I'll be showing you the step-by-step guide on how we utilize the Stripe payment processor to ensure a seamless payment experience. So, let's dive right in!

Branding your Stripe Account 🎨

Before we start using Stripe, we make sure to brand it in a way that reflects our agency's identity. This involves uploading our agency's logo and selecting our brand colors. By customizing the checkout page, payment links, and other elements, we create a professional and Cohesive payment experience for our clients. Let's see how it's done!

Creating Stripe Products for Your Agency 🛍️

To streamline our payment process, we create specific products within the Stripe platform for our agency. These products are tailored to the services we offer, and we assign a monthly price to each of them. This allows us to easily track payments and manage subscriptions. Let me guide you through the process of creating these products.

Generating Payment Links with Stripe 🔗💳

Once we have set up our products, the next step is to generate payment links for our clients. These links are what we send to our clients so that they can make payments for the services they choose. With a branded and professional-looking checkout page, the payment process becomes effortless and convenient. Let's generate a payment link and see how it works!

Customizing Your Checkout Page 🖌️🛒

Did you know that you can further enhance your checkout page by using a custom domain? By adding this additional branding element, clients can have an even more seamless and personalized payment experience. I'll show you how to set up a custom domain for your checkout page, making your agency stand out even more.

Reviewing the RoofMax Contract 🏢📝

Now, let's take a close look at the actual contract we use in our agency. I recently sent this contract to a potential client, and I'll walk you through all its sections and key points. By understanding the structure and requirements of our contract, you'll have a better idea of how we establish a mutually beneficial agreement with our clients.

Onboarding Process for Clients 🚀📊

Once the contract is signed, it's time to onboard our clients and kickstart the service delivery process. In this section, I'll show you the exact steps we follow when onboarding clients, including setting up ad managers, YouTube channels, marketing automation systems, and more. Get ready to learn our proven strategies for a successful onboarding process.

Leveraging Hyros for Tracking Ads 📈📊

One of the tools we rely on heavily for analyzing and optimizing our ad campaigns is Hyros. I'll demonstrate how we use this powerful platform to track the performance of our ads, measure key metrics, and make data-driven decisions. By leveraging Hyros effectively, we're able to deliver exceptional results for our clients. Get ready for some in-depth insights!

Compensation and Payment Structure 💰💲

In this section, we'll discuss the compensation and payment structure we have in place for our agency. We charge a setup fee upfront, followed by a percentage of sales generated for our clients. I'll explain how we arrived at this structure and why it aligns our interests with those of our clients. Let's explore the financial aspects of running an agency!

Signing Contracts Online with DocuSign ✍️🖥️

To streamline the signing process, we use electronic signature platforms like DocuSign. I'll show you how to set up your contract templates, add signatories, and send contracts for online signing. With the convenience of digital signatures, we can expedite the contract signing process and eliminate the need for paper trails. Join me as we go paperless!

Conclusion: Scaling the Agency and Getting More Clients 📈🔥

As we conclude this guide, I would like to share our roadmap for scaling the agency and acquiring more clients. I'll discuss various strategies we employ to bring in organic leads, run successful ad campaigns for our agency, and ultimately grow our revenue to reach new heights. Stay tuned, as I'll be documenting the entire journey in this series!

Highlights:

• Brand your Stripe account to reflect your agency's identity.
• Create specific Stripe products for your agency's services.
• Generate payment links for clients to make seamless payments.
• Customize your checkout page and consider using a custom domain.
• Review the terms and structure of the RoofMax contract.
• Follow our onboarding process for new clients to ensure a smooth transition.
• Leverage Hyros for effective ad campaign tracking and optimization.
• Understand the compensation and payment structure for your agency.
• Sign contracts online using platforms like DocuSign.
• Explore strategies for scaling your agency and acquiring more clients.

FAQ:

Q: Can I use a different payment processor instead of Stripe? A: While we highly recommend Stripe for its user-friendly interface and robust features, you can explore other payment processors that suit your needs. Just ensure that the processor you choose integrates well with your agency's operations.

Q: How long does the onboarding process usually take? A: The duration of the onboarding process varies depending on the complexity of the services and the client's responsiveness. On average, it typically takes around two to four weeks to complete the onboarding and begin service delivery.

Q: What if a client wants to modify the contract terms? A: We understand that each client may have unique requirements, and we are open to discussing any necessary modifications to the contract terms. However, we ensure that any changes are fair and mutually beneficial for both parties involved.

Q: Are there any additional fees associated with using Hyros for ad tracking? A: Yes, there is a monthly subscription fee for using Hyros. However, the insights and data it provides far outweigh the cost, as it helps us optimize our ad campaigns and generate better results for our clients.

Q: Can I use other electronic signature platforms instead of DocuSign? A: Absolutely! DocuSign is just one of many electronic signature platforms available. Feel free to explore other options and choose the one that best suits your agency's needs and budget.

Resources:

• Stripe
• Hyros
• DocuSign