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Client On-Boarding Process (Instagram Packages) (1: Payment :check: (2:…

- - - - 5: (Auto) Tags Added {UPDATE LATER} :check:
        
        6: (Auto) Access to Elite Suite Membership :check:
        
        Welcome email sent to new client with login creds. to the Elite Suite
        
        ELITE PACKAGE MEMBERS GET VIRALITY 101 E-COURSE AND CAN ACCESS IT VIA THEIR ELITE SUITE BACK OFFICE AUTOMATICALLY
        
        BASIC
        
        ELITE
      - Newsletters
      - Up-sells
      - {ADD SPECIFIC F/U LATER} for example: specific sequence for specific packages, etc.
      - Email + SMS f/u
    - - Grab new client Instagram username and password from Kartra > Transactions
      - (WATCH ACCOUNT CONNECTION + TARGETING TRAINING VIDEO)<<<
        Go to Stim > Click the "+" Add Account icon at the top > Click the "Continue" on the pop up > enter their Instagram username and password and click the "Securely connect your account" button
        NOTE: Some account need a "code verification" and it will pop-up upon login if it is needed. All it is is just a 6 digit verification code IG sends to the clients phone number or email attached to their account. Then grab the clients phone number from the [CRM] ALL CLIENTS g-sheet and text them this message:
        "Hello [client_name]! This is [your_name], your account tech with Elite Marketing Studios!
        I just wanted to reach out as I am attempting to connect to your Instagram account now and get your growth started immediately! All I need is the 6 digit verification code that just got sent to your [email_OR_text]. So just send that over to me whenever you get it and we will be good to go on your campaign!
        In the meantime, please do not tap "This Was Me" or "This Wasn't Me" on your Instagram app home screen. This will cause the code to expire and we will have to restart this process.
        Thank you so much for your purchase with us, [client_name]! I'm looking forward to working with you!"
        NEXT: Send the code via SMS or Email
        (I usually choose the phone number option if the last two digits line up with the client's phone number. You can choose whatever you think would be more convenient for the client.)
        NEXT: Enter the 6 digit code into the box (don't use any spaces or dashes) and click "Securely connect to account"
        (WATCH ACCOUNT CONNECTION + TARGETING TRAINING VIDEO)<<<
      - (WATCH ACCOUNT CONNECTION + TARGETING TRAINING VIDEO)
        Set up targeting for new client (Look for high quality pages that are pretty similar in content & following to the client):
        •Check Kartra > Transactions for the new client's account targets if they have good ones
        •Accounts that have between 2k-200k followers
        •Mutual followers are a huge plus (5+ mutual followers, but the more the merrier)
        •Type in niche/industry keywords (for example: real estate, realtors, RE_, etc.)
        •Type in location (local businesses/targeting only) (for example: Scottsdale, San Diego, New York)
        •Use good accounts that the client is following on Instagram
        •Use good accounts that like + comment on client's account or similar accounts you find
        •Use location & hashtag search on Instagram to find similar accounts to target as well
        (WATCH ACCOUNT CONNECTION + TARGETING TRAINING VIDEO)<<<