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