Here are some questions that will help you open up communication with your client about their expectations: 38. 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. These answers will tell you where you need to focus your efforts on for your client. 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. Are you looking to narrow your focus to fewer networks? 30. >>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. 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 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.. 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. A large part of managing client satisfaction comes from managing client expectations. 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. 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. What is working for you (and not working) right now? And to do that, you need to know them well. 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. Start your relationship with a clear Alternatively, clients can easily upload assets directly into the platform using the desktop app. What do you expect from us as your account manager? Describe your target audience. If the onboarding experience is poor, i.e. 34. 19. 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. How much input do you want to have into campaigns? 14. 11. Who else (brands/celebrities/people) does your audience engage with? When you're running a social media agency, time is a precious commodity. 15. It comes in the form of a handy website page that's easy to use and share. 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 … 3. She works closely with B2B companies looking to increase their visibility through engaging and actionable content. But, you don't want all the hard work that went into getting them onboard to be wasted. [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. 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. CRM’s are a very essential tool for your client management and experience. 23. You can always tweak your questionnaire to suit your needs and your individual clients. They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. 41. You can do this via email or using a tool like Wufoo or Survey Monkey. One of the greatest challenges of taking on a new social media client is stepping into their brand and using their voice. 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. 5. 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. What social listening have you done? 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. How well your client knows their target audience. Onboarding Questionnaire. 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. When not writing, you can find her whipping up tasty treats to appease her picky toddler. Use a social media questionnaire for your new clients. 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? 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. 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. It’s similar to onboarding an employee, and it is absolutely critical to creating a long-lasting and mutually beneficial relationship. 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! 35. Want to know the easiest way to find out what your client wants? 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. Start by sending a client onboarding questionnaire and work with your client to get up to speed about their brand. Thank you for taking your time to fill in this questionnaire. 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? 29. Get inspired by the 240+ creative post ideas and steal them to fill up your calendar with noteworthy occasions, whenever you need to. 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. We've compiled a list of 42 questions to consider for your social media questionnaire. Clients … 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. How do you use user-generated content in your campaigns? This tool is great for managing clients, contracts, questionnaires, accepting payment and emails. The questionnaires also provide an opportunity to do so in a time-efficient manner, because let us … A questionnaire is an opportunity for you to open up a conversation with your new client as a digital marketing agency. CLIENT QUESTIONNAIRE. What makes your brand different from others? What is the main message your brand is trying to communicate? We’ve compiled a list of 42 questions to consider for your social media questionnaire. 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. 24. is a great place to start. Contact Cath at Iconic Copy or Twitter for more information about her services. When you're running a social media agency, time is a precious commodity. We’ve compiled a list of 42 questions to consider for your social media questionnaire. Welcome to the Client Onboarding Questionnaire. Have you got any tracking pixels installed on your site? 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. Over to you – do you have an intake questionnaire for your clients? 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. 10. 27. 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. What tone should social media updates have? How often do you want to publish new content to your profiles? 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’s said that whoever talks the audience’s language the best, wins. Quickly generate ideas for engaging posts and connect with your audience in a fun and relatable way! 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. What profiles do you have and on which networks? They provide incredible social proof that sells your clients for you, without you having to do so. 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. They cover all the important areas, including: your client’s purpose on social media and where it fits into their overall … Client onboarding (or customer onboarding) is the process of welcoming or introducing new clients to your company. Do you want to provide customer service on social media? What do you hope to achieve using social media? Copyright © 2019 Phvntom Inc. All Rights Reserved. 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. May 19, 2020. 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. 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. 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. So, you need to do anything you can to maximise efficiency while minimising the resources you use. Billing Contact What tools have you used to manage your social media profiles until now? How do you intend to measure return on investment? 4. What is your workflow process for content from inception to publication? 22. 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. What does your audience say about you? It comes in the form of a handy website page that's easy to use and share. Here are some great questions to ask to learn more about your client’s brand: 13. How will you know you’ve achieved it? What type of content does your audience respond to best (if known)? Take a look at the bulleted list below for some ideas for what to include as a marketing agency. Winning a new client is an exciting thing—and it should always be celebrated. 37. Project Leader. 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.. To craft your client’s strategy, you need to know what social profiles they intend on maintaining. Pick and mix from the questions above to build a questionnaire for your clients. 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. 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. Get your 14-Day Free Trial (no credit card required) 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. Project Leader Name * Project Leader Email Address * Project Leader Phone Number. 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. 33. 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! 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. Not at all. What resources do you have available for content creation? What holidays does your client want to observe? PLEASE FILL OUT THIS SHORT QUESTIONNAIRE SO THAT WE MAY UNDERSTAND YOUR GOALS BETTER. Why a Social Media Marketing Onboarding Process Is Important. An effective onboarding process helps new hires adjust well to their new roles, learn the company policies and get useful training. If so, on which platform and from which profile? Add these questions to your questionnaire: 28. Why is a social media questionnaire so important for onboarding new clients? How does social media fit into your sales funnel or buyer’s journey? Are you looking to expand onto new networks? Ask these questions in your social media client questionnaire to make sure you’ve got all the content information you need: 18. 42. What’s the biggest barrier to your success on social media? That means keeping them happy by showing results. Create a Social Media Questionnaire for Your Client. It signifies value and worth to both the agency you represent and the portfolio you’re trying to build. Charging a setup fee for new social media clients is a no-brainer. The agency will work on behalf of its clients to build relationships with contacts provided to best serve the overall goal of its clients. Social media has become such an integral part of everyone’s life that it has almost become an addiction for most, especially the Millenials. Use a social media questionnaire for your new clients. 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. Social media is all about content. The client onboarding journey plays an important role in client retention. So, you need to do anything you can to maximise efficiency while minimising the resources you use. 25. All Rights Reserved. Let us know in the comments! When you're running a social media marketing agency, client retention is key. This is a long list of questions - do you need to include them all? It is considered to be an opportunity to build a relationship, address … 21. These questions will help you get the answers you need: 32. © Copyright 2021 Sendible. What type of content do you want to create for your audience (images, video, quotes, blog posts, etc.)? WE WANT TO ASSURE YOUR PROJECT RUNS SMOOTHLY. A design brief isn’t enough, especially for clients who are new to the building process. 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. 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. 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. 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. Who are they? 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. "the process of welcoming new clients into your business, addressing their questions and concerns, and ensuring they understand the services available to them. Client onboarding is the process that you have in place to introduce a new client to your company or your service. 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. 39. Below are some best practices to help digital marketing agencies ensure the onboarding process goes as smoothly as possible with new clients. 31. 26. How does social media tie in with your offline campaigns? 16. Try using these questions to delve into your client’s motivation and purpose: 3. 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. 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 message are you trying to send with your content? 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. 4 Steps to Take Before Onboarding Clients 1. Decide on a Client Relationship Manager (CRM). 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. How does social media fit into your growth plan? 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. 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. Are there any other questions you’d ask? Finding out from your client what they expect from you helps you to make sure you’re delivering what your client actually wants. 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. On maintaining resources you use user-generated content in your campaigns your GOALS BETTER that went into getting onboard! Thing—And it should always be celebrated get up to speed about their brand using... Leader Name * Project Leader email address * Project Leader email address * Project Leader *... Onboard to be an opportunity to build a relationship, address … why a social questionnaire. Into your sales funnel or buyer’s journey, you need to focus efforts... Clear Charging a setup fee for new social media you get the answers you need to know easiest! 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