How to Bring on a New Client

At Podcast Manager Academy, we support you with tips to make the most of the client onboarding process and get it right from the start. This is a great time to build your podcast management business, and it’s essential to bring on new clients successfully. 

So you’ve found a lead, had a sales call, closed the sale and now you’re excited about their podcast and ready to work with your client. How do you start onboarding a new client?

Initial Administration

First of all, you’ll need to know the following:

• Show details, including logins.
• Understanding their brand kit.
• Facebook information and other social media.
• The show release schedule.
• Hosting platforms - video or audio and again, login details.
• Asset templates for promotional material.
• How their podcast is set up.

Ask for your Client’s Brand Kit

If they have a brand, you need to stick with this. They’ll have their fonts, colors, logos, and specific pictures they use. If they don't have a clear brand identity, you will need to offer support for this. For example, you need to ensure the colors match the style of their show.

You can use their cover art to begin with. Check out their website to get ideas, for example when you’re posting on social media on their behalf. You can take inspiration from their current branding and then ask your client to make suggestions so you can reflect what they're looking for from their media publications. 

The Podcast Recording

So your client records their podcast, and you have the raw file. Your first step in the process is to review their episode form, i.e. is there a guest, title, headshot, guest bio, etc? This enables you to put together the show notes. The transcript is used for timestamps and quotes for social media.

Timely Approval from Your Client

We recommend sending the initial draft of the audio and video out in about 7 to 10 days for the first draft. Then, you have plenty of time to amend any amendments required and then try to get the final version to the client three days before the episode launch date. You can use Google Docs, which is a great way to share information.

Keep a Record of Your Communication

It’s a good idea to use email to communicate with your clients so you have a great paper trail, and don’t be afraid to make it clear to your client if there is a deadline you need them to respond to. You can also use a shared spreadsheet if you have a lot of aspects you're working on for a client. This can help you keep you both organized.

FAQs: How to Bring on a New Client

How to Bring on a New Client

Start by getting all the basic details from your client to manage their show for them.

What’s important when Bringing on a New Client?

A brand kit from your client can help you identify how to produce assets that your client loves.

What’s a Great Tip for Bringing on a New Client?

It’s a good idea to have a shared Google Docs file where you and your client can access the work on their show. This makes it easy for your clients to review and comment on your work. It also keeps the whole process organized.

Final Word: How to Bring on a New Client

An effective client onboarding process is essential for growing a productive and successful podcast management agency. Some important tips include having access to all the show details such as logins, having a clear brand kit, and a clear set of processes in place that your clients understand. For additional support check out the Podcast Management Academy to get the most out of your career as a podcast manager.

The Podcast Management Academy is a comprehensive program covering the fundamental elements needed to start attracting clients and selling your services as a podcast manager. You will learn tactical skills, strategy and mindset hacks to achieve your ideal lifestyle of freedom and balance while working from home. The Podcast Management Academy adds value and credibility to your business and enables you to charge higher rates, positioning you for success.