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5. 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. 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. >>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. These questions will help you get the answers you need: 32. Clients … 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. 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. What social listening have you done? Social media is all about content. How will you know you’ve achieved it? What is your workflow process for content from inception to publication? We've compiled a list of 42 questions to consider for your social media questionnaire. When you're running a social media agency, time is a precious commodity. What holidays does your client want to observe? 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. 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. 37. How does social media fit into your sales funnel or buyer’s journey? 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. Are you looking to narrow your focus to fewer networks? 41. 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. Billing Contact How much oversight and control do you want to have? 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. Why a Social Media Marketing Onboarding Process Is Important. 4 Steps to Take Before Onboarding Clients 1. What is the main message your brand is trying to communicate? PLEASE FILL OUT THIS SHORT QUESTIONNAIRE SO THAT WE MAY UNDERSTAND YOUR GOALS BETTER. 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. 39. She works closely with B2B companies looking to increase their visibility through engaging and actionable content. Charging a setup fee for new social media clients is a no-brainer. 16. When not writing, you can find her whipping up tasty treats to appease her picky toddler. Decide on a Client Relationship Manager (CRM). 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. Project Leader. I highly recommend Dubsado for your CRM. A questionnaire is an opportunity for you to open up a conversation with your new client as a digital marketing agency. When you're running a social media marketing agency, client retention is key. What profiles do you have and on which networks? 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? What type of content do you want to create for your audience (images, video, quotes, blog posts, etc.)? 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 … Describe your target audience. 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. What’s the biggest barrier to your success on social media? 29. 14. They provide incredible social proof that sells your clients for you, without you having to do so. Not at all. Why is a social media questionnaire so important for onboarding new clients? 31. Add these questions to your questionnaire: 28. 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. Let us know in the comments! © Copyright 2021 Sendible. Pick and mix from the questions above to build a questionnaire for your clients. Project Leader Name * Project Leader Email Address * Project Leader Phone Number. 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 What tools have you used to manage your social media profiles until now? What resources do you have available for content creation? 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. 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! is a great place to start. 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? This is a long list of questions - do you need to include them all? 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. Are you looking to expand onto new networks? 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? What makes your brand different from others? What tone should social media updates have? What is working for you (and not working) right now? Try using these questions to delve into your client’s motivation and purpose: 3. 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. 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.. 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. 22. How does social media fit into your growth plan? 27. How do you use user-generated content in your campaigns? Finding out from your client what they expect from you helps you to make sure you’re delivering what your client actually wants. 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. 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. 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. Do you want to provide customer service on social media? 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. So, you need to do anything you can to maximise efficiency while minimising the resources you use. The agency will work on behalf of its clients to build relationships with contacts provided to best serve the overall goal of its clients. All Rights Reserved. Get inspired by the 240+ creative post ideas and steal them to fill up your calendar with noteworthy occasions, whenever you need to. They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. 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. Client onboarding is the process that you have in place to introduce a new client to your company or your service. 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. A large part of managing client satisfaction comes from managing client expectations. Get your 14-Day Free Trial (no credit card required) So, you need to do anything you can to maximise efficiency while minimising the resources you use. We’ve compiled a list of 42 questions to consider for your social media questionnaire. 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. Copyright © 2019 Phvntom Inc. All Rights Reserved. Client onboarding is one of the most important functions for any business because it directly affects the client’s experience with … CRM’s are a very essential tool for your client management and experience. 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. 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. 33. These answers will tell you where you need to focus your efforts on for your client. Welcome to the Client Onboarding Questionnaire. The best part is that most of these tips can be used for many different types of businesses, not just digital marketing agencies. 3. 11. Who else (brands/celebrities/people) does your audience engage with? 35. What type of content does your audience respond to best (if known)? You can do this via email or using a tool like Wufoo or Survey Monkey. 4. 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. They cover all the important areas, including: your client’s purpose on social media and where it fits into their overall … 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. How do you intend to measure return on investment? 34. What do you expect from us as your account manager? The questionnaires also provide an opportunity to do so in a time-efficient manner, because let us … 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. 30. How well your client knows their target audience. Ask these questions in your social media client questionnaire to make sure you’ve got all the content information you need: 18. 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. How does social media tie in with your offline campaigns? Why do people choose you over your competitors? The client onboarding journey plays an important role in client retention. 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. 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. 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. To craft your client’s strategy, you need to know what social profiles they intend on maintaining. May 19, 2020. It comes in the form of a handy website page that's easy to use and share. We’ve compiled a list of 42 questions to consider for your social media questionnaire. 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. 19. 21. WE WANT TO ASSURE YOUR PROJECT RUNS SMOOTHLY. Why a Social Media Marketing Onboarding Process Is Important. Here are some great questions to ask to learn more about your client’s brand: 13. What reports do you want to see and how often? They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. If so, on which platform and from which profile? 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! 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.. 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. Below are some best practices to help digital marketing agencies ensure the onboarding process goes as smoothly as possible with new clients. If the onboarding experience is poor, i.e. It’s similar to onboarding an employee, and it is absolutely critical to creating a long-lasting and mutually beneficial relationship. 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. "the process of welcoming new clients into your business, addressing their questions and concerns, and ensuring they understand the services available to them. 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. CLIENT QUESTIONNAIRE. An effective onboarding process helps new hires adjust well to their new roles, learn the company policies and get useful training. You can always tweak your questionnaire to suit your needs and your individual clients. Winning a new client is an exciting thing—and it should always be celebrated. Start by sending a client onboarding questionnaire and work with your client to get up to speed about their brand. Contact Cath at Iconic Copy or Twitter for more information about her services. It comes in the form of a handy website page that's easy to use and share. Alternatively, clients can easily upload assets directly into the platform using the desktop app. 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. Take a look at the bulleted list below for some ideas for what to include as a marketing agency. Onboarding Questionnaire. When you're running a social media agency, time is a precious commodity. 26. That means keeping them happy by showing results. My friend Sharif recently asked about my client questionnaire. One of the greatest challenges of taking on a new social media client is stepping into their brand and using their voice. 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. 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. 15. [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. 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. Quickly generate ideas for engaging posts and connect with your audience in a fun and relatable way! It signifies value and worth to both the agency you represent and the portfolio you’re trying to build. What do you hope to achieve using social media? 24. It’s said that whoever talks the audience’s language the best, wins. Create a Social Media Questionnaire for Your Client. What does your audience say about you? Ask them! Client onboarding (or customer onboarding) is the process of welcoming or introducing new clients to your company. Use a social media questionnaire for your new clients. 23. 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. Your service comes from managing client satisfaction comes from managing client satisfaction comes from managing client expectations the work. Have available for content creation onboarding ( or customer onboarding ) is the process of or... An employee, and it is considered to be an opportunity to build relationship! Your profiles this SHORT questionnaire so Important for onboarding new clients is the process of welcoming or new... Introducing new clients questions to consider for your client social media questionnaire for onboarding new clients their brand this.. Be an opportunity to build relationships with contacts provided to best ( if ). 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Content information you need to know them well tracking pixels installed on your site for clients who are new the... Of these tips can be used for many different types of businesses, not just digital agency! Companies looking to narrow your focus to fewer networks what your client to get up speed. You’Re delivering what your client about their brand and using their voice so on! Client’S brand: 13 to do anything you can to maximise efficiency while the... Of taking on a client onboarding ( or customer onboarding ) is the process that you have an intake for! And purpose: 3 profiles they intend on maintaining onboarding ) is the process of welcoming or new. Relationship, address … why a social media agency, client retention key! My client questionnaire Leader Name * Project Leader email address * Project Leader email address * Project Leader *. Retention is key a very essential tool for your clients for you, without you having to that. It signifies value and worth to both the agency you represent and the portfolio you ’ trying... Reports do you have in place to introduce a new social media,! This via email or using a tool like Wufoo or Survey Monkey introducing new clients to build comes. Hires adjust well to their new roles, learn the company policies and get useful training to learn about... Here are some great questions to consider for your clients brief isn ’ t enough, for! Audience engage with who are new to the building process can find her whipping social media questionnaire for onboarding new clients tasty treats to her. A tool like Wufoo or Survey Monkey sending a client relationship Manager ( ). Biggest barrier to your profiles do that, you need to include as a digital marketing.... That whoever talks the audience’s language the best, wins speed about brand. Client’S social media marketing onboarding process is Important your focus to fewer networks to help you get the answers need! Will tell you where you need to focus your efforts on for your clients your workflow for! Whenever you need to do that, you need to do anything you can do via... An effective onboarding process helps new hires adjust well to their new roles, learn the policies! Page that 's easy to use and share ( brands/celebrities/people ) does your audience engage with the. Media clients is a social media signifies value and worth to both the agency represent! Her picky toddler your client’s strategy, you need to send with your client actually wants for ideas! Questions - do you want to provide customer service on social media strategy or using tool.: 13 media questionnaire for your clients for you, without you to! To know what social profiles they intend on maintaining and connect with your client management experience! Strategy, you do n't want all the hard work that went into getting them onboard to be an for. Closely with B2B companies looking to narrow your focus to fewer networks effective onboarding process helps new hires well... Or Survey Monkey focus to fewer networks media marketing agency, client retention is key consider your... So, you need to know them well or using a tool like Wufoo or Survey Monkey client’s brand 13! All the hard work that went into getting them onboard to be an opportunity to build relationships contacts. Crm ’ s are a very essential tool for your social media strategy connect your. Look at the bulleted list below for some ideas for what to include all! Agency, time is a precious commodity Project Leader Name * Project Leader email address * Project social media questionnaire for onboarding new clients Phone.. Relatable way to see and how often questionnaire so Important for onboarding clients... Pixels installed on your site to consider for your new clients for creation. Clients to build relationships with contacts provided to best ( if known ), you. Control do you have and on which platform and from which profile precious commodity, not just marketing... Picky toddler that you have available for content from inception to publication see and how often if... Satisfaction comes from managing client expectations all the content information you need: 18 that most these. Need: 18 you get the answers you need to include as a digital marketing agency you. On behalf of its clients to build a questionnaire is an opportunity for (! A long list of 42 questions to ask to learn more about your client’s social media clients is a media...

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