You've won a new client! (Yay!)

Now what?

Do you have a repeatable system to help you smoothly onboard them with minimum confusion and multiple emails?

Great client experience is often overlooked but giving a slick first impression can help build trust in you and your abilities to support your clients' businesses.

Who is the Trello for?

Whether you're a veteran freelance ads manager or just looking into working with your first clients, this onboarding Trello is for you.

What's included?

  • Template Trello board to copy and edit for your own business needs
  • Mini video tutorial to talk through the process involved


  • BONUS: Google form template for a 'Business Questionnaire' to share with your clients​. This questionnaire comes added to the Trello and is one I have been using, and adding to, over the last 3 years. It helps me gather all the information I need from my client before our onboarding call.



Who am I?

Hi there  


I'm Aggie, Founder of The Freelance Ads Club.


I run my own freelance business, White Bee Digital, specialising in growing eCommerce businesses through Meta, Pinterest and TikTok ads.

 

After a 10-year career in investment sales, I launched my freelance ads business with no network, clients or clue on how to run a business.


Fast forward 3 years and my freelance business is thriving.


I work with clients I love, have received award nominations and am one of the few Facebook Lead Trainers in the UK.


I've tried different systems to onboard clients but have always come back to Trello.


It's free for you and your clients to use and in my experience, clients find the drag-and-drop cards easy to understand, whatever their level of tech literacy.


Pop your details below and get access to the free onboarding Trello board (as well as the occasional ad update)

Contact information 

Billing address

The Freelance Ads Club – Membership Terms & Conditions

Our core ethos for THE FREELANCE ADS CLUB is to show you a way of doing business which empowers you and those around you. We practice what we preach and part of that involves setting out clearly from the outset the way in which we will deliver our services to you. If you are planning to join THE FREELANCE ADS CLUB, (“the Membership”) then you must read these terms and conditions in full prior to purchasing.

Membership Terms: Key Details
The terms cannot be varied and in proceeding to purchase the Membership you will be deemed to have accepted these terms. The terms and conditions set out below apply to the services offered by THE FREELANCE ADS CLUB. Please read them carefully as they affect your rights and liabilities under law and set out the terms under which THE FREELANCE ADS CLUB (“we”, “our” or “us”) provide services to you, as purchaser of the membership. These terms are subject to any rights you have under consumer law to which we are bound and which cannot be waived by contract.

Membership Outline
THE FREELANCE ADS CLUB is a membership platform for entrepreneurs who want to learn how to authentically and sustainably grow their freelance businesses. The membership is an ongoing commitment where you can get regular support and guidance.
The aim is to provide support and guidance on the strategies which freelance ads management businesses need to help them to grow and become profitable. The information is not tailored to any specific industry or any one person or business but includes information which has been tested and used across a range of different industries. It is also focussed and designed for those who are starting out in business or who have reached a plateau in their growth and are looking to increase their revenue or improve the quality of their clients. Should you need specific or bespoke support then please contact us to enquire about our one to one services.

Membership Specifics
There are four elements to the membership:
i) 2x Monthly Zoom calls
ii) Monthly Training Sessions
iii) A Private Slack Workspace
iv) A Member job board
Live Masterclasses
The live masterclasses will be led by Aggie Meroni. From time to time they may also be joined by expert coaches and consultants who are specialists in different areas of online businesses.
The monthly masterclasses will take place, via Zoom (or another similar video conferencing platform) for approximately 1 hour. Unless there are unforeseen circumstances, the video calls will take place a time notified to members in the Slack channel. The time will vary monthly.
During each monthly live session, members will have a chance to ask questions from the person leading the training.
The information and guidance shared will be based on the trainer’s own business experience and expertise.
Question & Answer Sessions
Twice a month you will get the chance to ask questions about your business and get tailored bespoke support. All of the Q&As will be delivered Via Zoom for one hour. This will provide you with the opportunity to ask questions and discuss your own circumstances and get support.
Private Slack Workspace
You will have access to a private Slack to support you during the Membership. The intention of the Slack is to provide community support and a network of individuals at a similar stage in their freelance business and who are facing similar challenges.
From time to Aggie Meroni may post and offer support in the Slack but there is no guarantee that posts will be responded to immediately or that any Slack direct messages will be monitored.
Please be advised that whilst we hope that you will be able to utilise the Slack, we make no guarantees as to the availability of the group and/or the content within the group at any time.
Behaviour
It is requested that at all times your behaviour towards others is polite and respectful. We will not be held responsible for the behaviour or actions of any other members. Should your behaviour be deemed offensive or inappropriate we reserve the right to remove you from the membership with immediate effect.

Disclaimers
The aim of the membership is to provide you with the tools and understanding to attract clients and to grow and scale your freelance business. As a business owner your business is individual and personal to you and whilst the strategies and techniques which we will provide are tested, it is not intended that you will watch a video or read a workbook and that you will instantly turn a profit overnight.
We make no guarantees or claims as to the success of any member. Each individual is unique and their business and processes are unique to them. The aim is that by working through the trainings and resources and taking advantage of all of the elements which the membership has to offer you will have new information, strategies and techniques to grow a successful business.
All information provided will be general information and guidance and will not be bespoke advice. We are not responsible for any action or inaction which you take as a result of the information within the membership. We are not responsible for any loss of opportunity or any investments which you make.
No content in this membership should be construed as medical advice, whether mental or physical. If you believe that you require medical attention you should seek assistance from a medical professional immediately.
We ask that all members in the membership respect the rights of others in respect of their behaviour and privacy. We will not be responsible for the action of any members including for any disclosures made by any members based on information which has been shared within the membership.
Contact and Schedule
It is the intention that the membership will run continuously and that any training material, live Q&As and live masterclass sessions will be provided as set out above. Should an unforeseen reason arise which cause a session(s) to be postponed they will be re-arranged as soon as possible.
Throughout the membership we will be available by email Monday to Friday between 9am to 5pm via hello@thefreelanceadsclub.com and will respond as soon as possible and within 48 hours during the hours stated.
If you have a technical query relating to accessing the membership please include “Tech” in the subject line of your email correspondence.
You may see us post on social media outside of our core hours. Not all of these posts are live and some will be pre-scheduled. We are passionate about supporting everyone in the membership and where we can we may respond to you out of hours but we make no guarantees that this will always be possible.

Payment Terms
The cost of the membership is set at the time you subscribe. On subscription you will agree to monthly payments via ThriveCart which will be taken on the same day each month.

Privacy and Confidentiality
Your privacy and protection of your personal data is important to us. Your personal data is protected as set out in our privacy policy which can be found here.
We utilise ActiveCampaign to manage our communications with you and from time to time may utilise the Facebook Pixel analytics tool.
During the course of the membership you may have access to confidential information, in particular the personal affairs of others in the membership. In accepting these terms, you agree that you will not use or disclose to any person, organisation or company, and shall use your best endeavours to prevent the publication of, any confidential information relating to any other member.
You accept that any unauthorised disclosure of personal or confidential information belonging to another may amount to immediate dismissal from the membership. Should you decide to leave the Membership then you remain bound by the confidentiality and privacy obligations.


Refunds and Cancellation
It is our aim that you will be completely happy with the Membership and find educational content, networking opportunities and form friendships. However, we appreciate that there may come a time when you wish to leave the Membership.
In accordance with Distance Selling Regulations, you have the right to cancel and obtain a full refund within 14 days from the date of subscription. Refund requests should be made in writing to hello@thefreelanceadsclub.com and a full refund will be provided within 14 working days.
In the event that one or more training sessions have already taken place within the first 14 days following your subscription, you are still entitled to request a refund but the value of the session(s) shall be deducted from the amount paid by you, along with any reasonable costs which have been borne by us in respect of the administrative costs of commencing the membership.
There is no obligation on us to refund any amounts paid where cancellation requests are made following the 14 day cancellation period.
Should you wish to cancel your membership you can do so at any time or must provide at least 7 days notice before your billing day.
We reserve all rights to cancel the programme for any reason without prior notice. In such circumstance a refund will be provided for the remainder of that month as applicable.

Intellectual Property
During your time as a member you will be provided with course materials. At all times the intellectual property rights and copyrights connected with those materials remain with us. You have the right to use the materials as learning tools but you are not permitted to duplicate or provide copies to third parties. We retain and reserve all of our copyrights.

Complaints
If you have a complaint about the programme this should be made to made in writing to Aggie Meroni at hello@thefreelanceadsclub.com

Frequently Asked Questions
1. What happens if I can’t make a live session?
As far as possible, the live masterclasses will be held in the Facebook Group. If not they will be recorded and the link to watch will be sent to you within 48 hours following the end of a live session. From time to time technology may fail and the recording may be unavailable or of poor visual or sound quality but we do aim to record all live sessions.
2. What if I need additional support?
Additional support can be offered to each member in the form of 1:1 support or guidance. We are happy to support you as required, please contact us directly, additional charges will apply.
3. What if I am ill during the membership?
If you are ill or unable to attend a live session for any reason you will be able to watch the recording of that session. If you are ill for an extended period please let us know and we will support you wherever we can.
4. Is the membership suitable for all businesses and those at all stages of business?
The membership is best suited to those who are trained ads managers. They either manage their own clients already, work in-house at a brand or at an agency and freelance on the side and are looking to grow their professional network and increase their revenue.

General

We intend to rely on the written terms set out in these terms and conditions for the services that we provide to you in delivery of the membership. These written terms shall constitute the entire agreement between us.
Should there be any conflict between these terms and any membership hosting platform or payment gateway, these terms shall prevail.
We may update these terms and conditions from time to time for legal or regulatory reasons or to allow the proper operation of your service. Any changes will be notified to you as soon as possible.
If any provision or part-provision of these terms and conditions is or becomes invalid, illegal or unenforceable, it shall be deemed modified to the minimum extent necessary to make it valid, legal and enforceable. If such modification is not possible, the relevant provision or part-provision shall be deemed deleted. Any such modification or deletion shall not affect the validity and enforceability of the rest of these terms and conditions.
These Terms are governed by the laws of England & Wales. The Courts of England & Wales have exclusive jurisdiction over any matter and proceedings arising out of the Membership.
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