4. Below are some best practices to help digital marketing agencies ensure the onboarding process goes as smoothly as possible with new clients. What type of content does your audience respond to best (if known)? Do you want to provide customer service on social media? It signifies value and worth to both the agency you represent and the portfolio you’re trying to build. 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. 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. 19. 24. We’ve compiled a list of 42 questions to consider for your social media questionnaire. So, you need to do anything you can to maximise efficiency while minimising the resources you use. If so, on which platform and from which profile? Ask them! We’ve compiled a list of 42 questions to consider for your social media questionnaire. 4 Steps to Take Before Onboarding Clients 1. 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? 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. 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. 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. 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. 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. How much oversight and control do you want to have? What does your audience say about you? Use a social media questionnaire for your new clients. The best part is that most of these tips can be used for many different types of businesses, not just digital marketing agencies. What is your workflow process for content from inception to publication? What’s the biggest barrier to your success on social media? Try using these questions to delve into your client’s motivation and purpose: 3. Add these questions to your questionnaire: 28. Charging a setup fee for new social media clients is a no-brainer. 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. 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. Describe your target audience. 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. 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. And to do that, you need to know them well. How do you use user-generated content in your campaigns? Contact Cath at Iconic Copy or Twitter for more information about her services. 10. Ask these questions in your social media client questionnaire to make sure you’ve got all the content information you need: 18. If the onboarding experience is poor, i.e. Why a Social Media Marketing Onboarding Process Is Important. 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? 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. Are you looking to narrow your focus to fewer networks? What message are you trying to send with your content? What tools have you used to manage your social media profiles until now? When you're running a social media marketing agency, client retention is key. So, you need to do anything you can to maximise efficiency while minimising the resources you use. 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. What type of content do you want to create for your audience (images, video, quotes, blog posts, etc.)? An effective onboarding process helps new hires adjust well to their new roles, learn the company policies and get useful training. 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. Project Leader. What do you hope to achieve using 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. 34. 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. Copyright © 2019 Phvntom Inc. All Rights Reserved. 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 questionnaires also provide an opportunity to do so in a time-efficient manner, because let us … When you're running a social media agency, time is a precious commodity. These questions will help you get the answers you need: 32. Why is a social media questionnaire so important for onboarding new clients? 3. What holidays does your client want to observe? Billing Contact 42. 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. What is working for you (and not working) right now? 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. 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? >>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. 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! What social listening have you done? You can always tweak your questionnaire to suit your needs and your individual clients. 16. 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. 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. Finding out from your client what they expect from you helps you to make sure you’re delivering what your client actually wants. Social media is all about content. 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.. Onboarding Questionnaire. 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. Not at all. How well your client knows their target audience. This is a long list of questions - do you need to include them all? A design brief isn’t enough, especially for clients who are new to the building process. 27. Decide on a Client Relationship Manager (CRM). What is the main message your brand is trying to communicate? 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. But, you don't want all the hard work that went into getting them onboard to be wasted. That means keeping them happy by showing results. We've compiled a list of 42 questions to consider for your social media questionnaire. Quickly generate ideas for engaging posts and connect with your audience in a fun and relatable way! Project Leader Name * Project Leader Email Address * Project Leader Phone Number. 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. 29. They cover all the important areas, including: your client’s purpose on social media and where it fits into their overall … 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. 33. What do you expect from us as your account manager? 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 intend to measure return on investment? Want to know the easiest way to find out what your client wants? I highly recommend Dubsado for your CRM. These answers will tell you where you need to focus your efforts on for your client. How will you know you’ve achieved it? What reports do you want to see and how often? 25. My friend Sharif recently asked about my client questionnaire. 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. 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. Start your relationship with a clear 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. 5. 39. It is considered to be an opportunity to build a relationship, address … They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. How does social media fit into your sales funnel or buyer’s journey? 22. 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. 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. 31. 41. When you're running a social media agency, time is a precious commodity. 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 … It’s said that whoever talks the audience’s language the best, wins. What tone should social media updates have? 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. These questions are designed to help you get all the information required to work with your client’s social media strategy. They provide incredible social proof that sells your clients for you, without you having to do so. Here are some great questions to ask to learn more about your client’s brand: 13. 21. is a great place to start. Create a Social Media Questionnaire for Your Client. Alternatively, clients can easily upload assets directly into the platform using the desktop app. One of the greatest challenges of taking on a new social media client is stepping into their brand and using their voice. © Copyright 2021 Sendible. She works closely with B2B companies looking to increase their visibility through engaging and actionable content. Use a social media questionnaire for your new clients. What resources do you have available for content creation? Are you looking to expand onto new networks? Client onboarding is the process that you have in place to introduce a new client to your company or your service. Let us know in the comments! Pick and mix from the questions above to build a questionnaire for your clients. Get your 14-Day Free Trial (no credit card required) 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. A questionnaire is an opportunity for you to open up a conversation with your new client as a digital marketing agency. 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.. CRM’s are a very essential tool for your client management and experience. 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. 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 client onboarding journey plays an important role in client retention. 37. 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. It comes in the form of a handy website page that's easy to use and share. 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 don’t already have a calendar that you can refer to, our comprehensive social media holidays calendar is a great place to start. 15. 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 profiles do you have and on which networks? This tool is great for managing clients, contracts, questionnaires, accepting payment and emails. How does social media tie in with your offline campaigns? 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. Thank you for taking your time to fill in this questionnaire. How does social media fit into your growth plan? 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 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. [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. 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 Over to you – do you have an intake questionnaire for your clients? When not writing, you can find her whipping up tasty treats to appease her picky toddler. May 19, 2020. 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