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