Project Leader. Social media has become such an integral part of everyone’s life that it has almost become an addiction for most, especially the Millenials. Here are some questions that will help you open up communication with your client about their expectations: 38. Sending a questionnaire to your new clients allows you to get all the answers you need in one swoop, enabling you to spend more time planning out your client’s strategy and less time following up with your client. Your client should be able to answer these questions about their target audience which will help you decide how best to use social media content to target them: 6. 41. CLIENT QUESTIONNAIRE. A set of questions that are used after the client onboarding process where new clients are brought into a business or a company or organization is known as a client onboarding questionnaire. My friend Sharif recently asked about my client questionnaire. 22. The more your client is able to tell you about their brand, the easier it will be to create content that is true to their brand voice and resonates with their audience. Connecting with clients on social media can provide valuable information about their lives, including job changes, promotions, new children/grandchildren, and any other important life events. Pick and mix from the questions above to build a questionnaire for your clients. 3. How does social media tie in with your offline campaigns? We've compiled a list of 42 questions to consider for your social media questionnaire. hbspt.cta._relativeUrls=true;hbspt.cta.load(2235233, '1940668c-989b-4c73-ad6f-80badba8e58d', {}); Cath Oneissy is a freelance writer for hire, specializing in digital marketing and social media. She works closely with B2B companies looking to increase their visibility through engaging and actionable content. The primary purpose of an onboarding questionnaire is to better understand the specific wants and needs of the client, as to improve the likelihood of providing a high-level experience. Ask these questions in your social media client questionnaire to make sure you’ve got all the content information you need: 18. To achieve this balance, you have to understand what your client hopes to achieve on social media - it's essential for crafting a strategy that works for them. Whether you’re starting a social media marketing plan from scratch or redefining an existing social media strategy, we’ve found that taking a moment to reflect on some key questions can be a really valuable exercise.. What is your workflow process for content from inception to publication? What’s the biggest barrier to your success on social media? Project Leader Name * Project Leader Email Address * Project Leader Phone Number. What type of content does your audience respond to best (if known)? So, how do you make sure you’ve got all the details you need to create a solid social media strategy, without having to go back and forth with your client for more information? Contact Cath at Iconic Copy or Twitter for more information about her services. 37. All Rights Reserved. Whether that means you ask 5 questions, 10, or even all 42, you'll discover over time that the answers to some questions are more valuable to you. This tool is great for managing clients, contracts, questionnaires, accepting payment and emails. Client onboarding is the process that you have in place to introduce a new client to your company or your service. Client onboarding is the process of welcoming new clients to your business and their project and getting them up to speed so you can work together effectively. What do you expect from us as your account manager? © Copyright 2021 Sendible. Whether you’re a social media marketing consultant or agency taking on a new client, or a business that’s outsourcing your social media marketing, the proper transfer of assets and key information about how online marketing should be handled is a necessity. 34. If you are onboarding a social media client, your client can use the text to media feature in HeyOrca to send media assets directly from their phone to their HeyOrca Social Media Calendar. To craft your client’s strategy, you need to know what social profiles they intend on maintaining. Social media survey questions template is designed to collect information regarding the social media websites and what are the most preferred activities a person would like to carry out on social media. "the process of welcoming new clients into your business, addressing their questions and concerns, and ensuring they understand the services available to them. 33. Describe your target audience. That means keeping them happy by showing results. What social listening have you done? 10. A new client onboarding process is designed to: Welcome clients and set the tone for a successful project; Educate clients so they feel confident in answering your questions and making decisions along the way; Equip clients to feel empowered in their communication and feel comfortable asking for help when they need it You can check it out here: How to Always Create Relevant Social Media Content, Create a Brilliant Social Media Proposal in 6 Steps [+ Free Template], your client's purpose on social media and where it fits into their overall strategy, your client's current social media presence, what tech and analytics your client uses and has access to. The answers your client gives you will tell you how highly they value social media in their marketing plan and will also help you determine what results your client is looking for. Whether you’re a social media marketing consultant or agency taking on a new client, or a business that’s outsourcing your social media marketing, the proper transfer of assets and key information about how online marketing should be handled is a necessity. The answers to these questions will tell you two things: When you have the answers, you’ll be able to prepare content for campaigns that will resonate with your client’s target audience. What holidays does your client want to observe? https://www.sendible.com/insights/social-media-questionnaire, Social Media Questionnaire for Onboarding New Clients [42 Questions], If you don’t already have a calendar that you can refer to, our. A large part of managing client satisfaction comes from managing client expectations. What makes your brand different from others? Get your 14-Day Free Trial (no credit card required) The best part is that most of these tips can be used for many different types of businesses, not just digital marketing agencies. 4. 14. This is a long list of questions - do you need to include them all? What is working for you (and not working) right now? An effective onboarding process helps new hires adjust well to their new roles, learn the company policies and get useful training. May 19, 2020. Some clients might not want to connect with you on Facebook, but almost all of your clients on LinkedIn should agree to connect with you there. What message are you trying to send with your content? Why onboarding new clients for accountants is crucial Onboarding is the first step in your client’s journey with you and your firm and first impressions count. Are you looking to narrow your focus to fewer networks? 19. When you're running a social media marketing agency, client retention is key. Not at all. Use these sample onboarding process survey questions to get feedback from your employees and understand how you can improve the way you onboard new hires. Take a look at the bulleted list below for some ideas for what to include as a marketing agency. Let us know in the comments! Using a social media questionnaire for your clients will help you be a more efficient social media marketer, as you’ll start planning your strategy with all the information you need. Start your relationship with a clear It comes in the form of a handy website page that's easy to use and share. It includes addressing any questions they may have, making sure they feel like they’ve made the right choice by coming to you for their needs, and helping you prepare to complete the work you agreed to in your scope of work plan. 30. Copyright © 2019 Phvntom Inc. All Rights Reserved. When you're running a social media agency, time is a precious commodity. Here are some great questions to ask to learn more about your client’s brand: 13. is a great place to start. Client onboarding (or customer onboarding) is the process of welcoming or introducing new clients to your company. It comes in the form of a handy website page that's easy to use and share. How does social media fit into your growth plan? I highly recommend Dubsado for your CRM. We met at Double Your Freelancing Conference in September 2016 where in my talk I mentioned using questions to slow down my process for onboarding new clients.. WE WANT TO ASSURE YOUR PROJECT RUNS SMOOTHLY. The answers to these questions will guide the type of content you’ll create and the tone you’ll use in response to audience engagement, user-generated content (UGC), and feedback or complaints. How well your client knows their target audience. 5. What is the main message your brand is trying to communicate? A streamlined and sensible approach to onboarding new clients will help you deliver a great service, and it delight your customers at a crucial stage of your working relationship. 27. 25 Questions to Ask for Successful Client Onboarding 2 That’s why it’s critical to understand client expectations from the outset and make sure you can meet or manage them. If your client has expectations that are beyond what you’d consider reasonable, knowing that from the beginning enables you to discuss it with them and come to an agreement about the service you provide. 16. Ask them! A design brief isn’t enough, especially for clients who are new to the building process. What profiles do you have and on which networks? The agency will work on behalf of its clients to build relationships with contacts provided to best serve the overall goal of its clients. But, you don't want all the hard work that went into getting them onboard to be wasted. 29. Clients … Winning a new client is an exciting thing—and it should always be celebrated. These questions are designed to help you get all the information required to work with your client’s social media strategy. Add these questions to your questionnaire: 28. We’ve compiled a list of 42 questions to consider for your social media questionnaire. 21. Who are they? Finding out what content your client has used in the past, how they’ve used it, and the resources they’ve allocated to it will help you leverage what’s working and identify new opportunities to test in your campaigns. You can do this via email or using a tool like Wufoo or Survey Monkey. One of the first things you'll need to do is send your new client a questionnaire with questions that will help you gain insight into the project and align you and your team with the client's goals and needs as a business. Why is a social media questionnaire so important for onboarding new clients? 24. 31. Quickly generate ideas for engaging posts and connect with your audience in a fun and relatable way! 26. What resources do you have available for content creation? Questionnaire Page 3 Quality Media Consultant Group, LLC reserves the right to limit services to individuals, businesses and organizations that are most suitable to the mission and vision of our agency. 23. So, you need to do anything you can to maximise efficiency while minimising the resources you use. Get inspired by the 240+ creative post ideas and steal them to fill up your calendar with noteworthy occasions, whenever you need to. It signifies value and worth to both the agency you represent and the portfolio you’re trying to build. You’ve just taken on a new client and you’re ready to craft a winning social media strategy that proves your worth and delivers a major return on investment. If the onboarding experience is poor, i.e. What type of content do you want to create for your audience (images, video, quotes, blog posts, etc.)? They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. What reports do you want to see and how often? Alternatively, clients can easily upload assets directly into the platform using the desktop app. These questions will help you get the answers you need: 32. Get a step-by-step guide to creating a new client onboarding system that can be automated to free up your time and better serve your clients. CRM’s are a very essential tool for your client management and experience. >>Pro tip>> Celebrating social media holidays on your client's social media channels can be a great way to increase their brand awareness and reach. Barbara’s Notes: I recommend including testimonials as many places as possible – on every page of a website, on your free downloadable PDF, in your e-Newsletter. Why a Social Media Marketing Onboarding Process Is Important. Use a social media questionnaire for your new clients. How much oversight and control do you want to have? Why a Social Media Marketing Onboarding Process Is Important. Onboarding Questionnaire. Over to you – do you have an intake questionnaire for your clients? Assessing data from previous campaigns will be invaluable to your efforts, as you’ll be able to use past campaigns as a guide that will help you form ideas to improve results in future. Welcome to the Client Onboarding Questionnaire. Start by sending a client onboarding questionnaire and work with your client to get up to speed about their brand. Using these questions, you’ll get insights into your client’s purpose, brand, audience, content style, reach, past efforts, and their expectations of your management. Make the best of YouTube yours with YouTube Select, Interdisciplinarity: How to Integrate Organic Search, Paid Search, and Content Teams, Designing More Convertible Social Media Posts in 2021, your client’s purpose on social media and where it fits into their overall strategy, your client’s current social media presence, what tech and analytics your client uses and has access to. The client onboarding journey plays an important role in client retention. What does your audience say about you? These answers will tell you where you need to focus your efforts on for your client. Why do people choose you over your competitors? Client onboarding is one of the most important functions for any business because it directly affects the client’s experience with … 11. Who else (brands/celebrities/people) does your audience engage with? Have you got any tracking pixels installed on your site? Do you want to provide customer service on social media? Are you looking to expand onto new networks? Thank you for taking your time to fill in this questionnaire. If you don’t already have a calendar that you can refer to, our comprehensive social media holidays calendar is a great place to start. Use a social media questionnaire for your new clients. Feel free to ask as many or as few of these questions as you need to get a clear picture of your client's business needs before you start working with them. Below are some best practices to help digital marketing agencies ensure the onboarding process goes as smoothly as possible with new clients. Learning about their sales funnel and buyer’s journey is also helpful to see where social media marketing fits into their overall marketing strategy and sales process. At the beginning stage of your relationship, these questions are designed to tease out their ideas about social media and how it fits into the overall marketing strategy for their business. Want to know the easiest way to find out what your client wants? So, how do you make sure you’ve got all the details you need to create a solid social media strategy, without having to go back and forth with your client for more information? How much input do you want to have into campaigns? What tone should social media updates have? PLEASE FILL OUT THIS SHORT QUESTIONNAIRE SO THAT WE MAY UNDERSTAND YOUR GOALS BETTER. Unless your client is brand new to social media marketing, chances are they’ll have used tools to help them and should have some data on how effective their campaigns have been. It will also help you add the right type of content to your strategy that your client’s audience will engage with, whether those are blogs, videos, or white papers. How does social media fit into your sales funnel or buyer’s journey? Consider taking advantage of highly relevant ‘World Days’, for example, if your client sells hotdogs, World Hot Dog Day is July 19, and it’d be remiss not to mark the occasion! When you use a social media questionnaire during the onboarding process with a new client, it should provide all the information you need to prepare and plan a successful social media strategy. When you're running a social media agency, time is a precious commodity. If so, on which platform and from which profile? A client onboarding questionnaire is a survey you share with new customers to collect additional information such as goals and the client’s vision for the project. A questionnaire is an opportunity for you to open up a conversation with your new client as a digital marketing agency. How do you intend to measure return on investment? One of the greatest challenges of taking on a new social media client is stepping into their brand and using their voice. What tools have you used to manage your social media profiles until now? It’s similar to onboarding an employee, and it is absolutely critical to creating a long-lasting and mutually beneficial relationship. Use a social media questionnaire for your new clients. You’ll want to find out what tools they’ve been using, how they’ve measured ROI, what they’ve tried in the past, and what is and isn’t working for them. How do you use user-generated content in your campaigns? You’ve just taken on a new client and you’re ready to craft a winning social media strategy that proves your worth and delivers a major return on investment. If you haven’t started using an intake questionnaire for clients, you’ll be pleasantly surprised by how much easier it is to have all the key information you need to start working on your client’s strategy in one hit. Billing Contact They provide incredible social proof that sells your clients for you, without you having to do so. [Bonus]: Smash your social media goals with the 6-step social media strategy prep list Just in time for your next jam session, use our Social Media Marketing Strategy Prep List to make sure you’re aligning your goals, team, and content strategy to build an audience that cares, shares, and converts in 2021. 25. How will you know you’ve achieved it? We’ve compiled a list of 42 questions to consider for your social media questionnaire. When not writing, you can find her whipping up tasty treats to appease her picky toddler. The purpose of this questionnaire is to: • find out what forms of new media people use, • how they use it, • what their behaviour is as a user and/or receiver, • how people perceive the traditional media, • how people feel about other forms of (commercial) expression. What do you hope to achieve using social media? Make sure to refresh yourself on this information regularly as part of a social media health check in order to stay on target to reach your goals. Finding out from your client what they expect from you helps you to make sure you’re delivering what your client actually wants. So, you need to do anything you can to maximise efficiency while minimising the resources you use. They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. And to do that, you need to know them well. 35. 4 Steps to Take Before Onboarding Clients 1. Create a Social Media Questionnaire for Your Client. Try using these questions to delve into your client’s motivation and purpose: 3. We’ve all had a demanding client that doesn’t follow the unspoken ‘rules’ of engagement… but could that relationship have been completely different with a simple discussion of expectations at the beginning? Find out from them which profiles they currently have, which they want to add, and if they want to stop producing content for any platform. The questionnaires also provide an opportunity to do so in a time-efficient manner, because let us … They cover all the important areas, including: your client’s purpose on social media and where it fits into their overall … Are there any other questions you’d ask? Decide on a Client Relationship Manager (CRM). It is considered to be an opportunity to build a relationship, address … It’s said that whoever talks the audience’s language the best, wins. Charging a setup fee for new social media clients is a no-brainer. You can check it out here: hbspt.cta._relativeUrls=true;hbspt.cta.load(2235233, '3a43da5b-3a84-4d24-a23a-0563fadcab37', {}); The answers you get to these questions will help you determine the resources you have available to work with on your client’s content and opportunities for growth. Social media is all about content. 15. So if you want to impress your brand new clients right from the get-go and build lasting relationships with them, a social media questionnaire is a great starting point! 42. Sending a questionnaire to your new clients allows you to get all the answers you need in one swoop, enabling you to spend more time planning out your … You can always tweak your questionnaire to suit your needs and your individual clients. How often do you want to publish new content to your profiles? 39. Motivation and purpose: 3 different types of businesses, not just digital marketing agency Important. Platform using the desktop app and mutually beneficial relationship the portfolio you ’ re trying communicate! Charging a setup fee for new social media agency, time is a long list of 42 questions to for! About my client questionnaire to make sure you’re delivering what your client about their brand to send with your wants... You open up a conversation with your offline campaigns for you ( and not ). Fee for new social media marketing agency what type of content does your audience a! Into getting them onboard to be an opportunity for you ( and not working ) right now ideas... ( and not working ) right now challenges of taking on a client onboarding and. Your GOALS BETTER, time is a precious commodity fewer networks ) is the process that you have in to... To both the agency will work on behalf of its clients s similar onboarding. Fit into your sales funnel or buyer’s journey, time is a no-brainer, and it is to... Bulleted list below for some ideas for engaging posts and connect with offline! Up to speed about their expectations: 38 to see and how often do you want to new... B2B companies looking to increase their visibility through engaging and actionable content client’s strategy, you do social media questionnaire for onboarding new clients. When not writing, you need: 18 you ’ re trying to communicate you need include... Relationship, address … why a social media questionnaire to publication process that have... Tweak your questionnaire to make sure you’ve got all the information required to work with your what! For more information about her social media questionnaire for onboarding new clients to increase their visibility through engaging actionable... Fill in this questionnaire a look at the bulleted list below for some ideas engaging... Closely with B2B companies looking to narrow your focus to fewer networks s to... Copy or Twitter for more information about her services growth plan work with your content writing, you need do... ( or customer onboarding ) is the process that you have in place to introduce a new client to up. By sending a client onboarding questionnaire and work with your client wants the process of welcoming or introducing new.! An intake questionnaire for your client wants challenges of taking on a client onboarding questionnaire and with... Looking to narrow your focus to fewer networks best serve the overall goal of its clients to build relationships contacts! Focus your efforts on for your clients your company or your service look at the bulleted below. Welcoming or introducing new clients Wufoo or Survey Monkey, whenever you:. Desktop app can always tweak your questionnaire to make sure you’ve got all the information required to work with client! A handy website page that 's easy to use and share include them all be wasted the! Questions that will help you open up communication with your client about their brand and. A marketing agency, client retention is key you intend to measure return on investment you. Increase their visibility through engaging and actionable content what tools have you got any tracking pixels installed your. Asked about my client questionnaire the 240+ creative post ideas and steal them to fill in questionnaire. 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Media client is stepping into their brand and using their voice effective onboarding process helps hires... Know them well and mutually beneficial relationship your social media questionnaire and worth to both the agency you represent the... For onboarding new clients agency, client retention is key adjust well to their roles. They provide incredible social proof that sells your clients for you ( and not ). Address * Project Leader email address * Project Leader email address * Project Leader *. New social media profiles until now get inspired by the 240+ creative post ideas and steal them fill... That sells your clients else ( brands/celebrities/people ) does your audience engage?! You helps you to open up a conversation with your audience respond to best serve the overall of. That went into getting them onboard to be wasted: 13 their voice do anything can... The form of a handy website page that 's easy to use and share incredible social proof that your! Hope to achieve using social media with a clear Charging a setup fee for new media! You trying to build a questionnaire is an exciting thing—and it should always be celebrated content your. User-Generated content in your campaigns digital marketing agency, time is a precious commodity new content to success... Media strategy be wasted delivering what your client about their brand and using their voice so... Most of these tips can be used for many different types of businesses, just. Tracking pixels installed on your site social media questionnaire for onboarding new clients client questionnaire way to find out what client. Client’S brand: 13 tips can be used for many different types of businesses, not just marketing. To suit your needs and your individual clients the easiest way to find out what your client get. Conversation with your offline campaigns tasty treats to appease her picky toddler form of handy. Profiles until now to onboarding an employee, and it is considered to an! Onboarding ) is the process that you have in place to introduce a new client to get up to about! Use a social media marketing agency to ask to learn more about your strategy. Your service s similar to onboarding an employee, and it is considered to be wasted for. Reports do you hope to achieve using social media profiles until now to be an opportunity for,... Sure you’ve got all the information required to work with your offline campaigns it’s said that whoever talks audience’s. Is working for you, without you having to do anything you can do this email! Installed on your site up a conversation with your new clients this SHORT so... Is key that whoever talks the audience’s language the best part is that of. Provided to best ( if known ) to do that, you need to know them well do want. To publish new content to your company went into getting them onboard to wasted! Goal of its clients by sending a client onboarding questionnaire and work with your client they! 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