All Rights Reserved. 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. Over to you – do you have an intake questionnaire for your clients? 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. It comes in the form of a handy website page that's easy to use and share. 19. Below are some best practices to help digital marketing agencies ensure the onboarding process goes as smoothly as possible with new clients. 31. 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. What do you expect from us as your account manager? Take a look at the bulleted list below for some ideas for what to include as a marketing agency. © Copyright 2021 Sendible. What is your workflow process for content from inception to publication? When you're running a social media marketing agency, client retention is key. 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 Clients … Thank you for taking your time to fill in this 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. Why a Social Media Marketing Onboarding Process Is Important. 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. Are you looking to expand onto new networks? Use a social media questionnaire for your new clients. 22. What profiles do you have and on which networks? 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. May 19, 2020. Are there any other questions you’d ask? Project Leader Name * Project Leader Email Address * Project Leader Phone Number. 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. 39. Client onboarding is the process that you have in place to introduce a new client to your company or your service. It comes in the form of a handy website page that's easy to use and share. Charging a setup fee for new social media clients is a no-brainer. is a great place to start. >>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. What reports do you want to see and how often? What makes your brand different from others? Finding out from your client what they expect from you helps you to make sure you’re delivering what your client actually wants. Why is a social media questionnaire so important for onboarding new clients? They provide incredible social proof that sells your clients for you, without you having to do so. 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 … 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. Welcome to the Client Onboarding Questionnaire. 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. CLIENT QUESTIONNAIRE. Let us know in the comments! 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. 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! 30. These questions are designed to help you get all the information required to work with your client’s social media strategy. These questions will help you get the answers you need: 32. Try using these questions to delve into your client’s motivation and purpose: 3. 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. How will you know you’ve achieved it? Contact Cath at Iconic Copy or Twitter for more information about her services. 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 type of content does your audience respond to best (if known)? 15. 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. 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. Ask them! 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. Start by sending a client onboarding questionnaire and work with your client to get up to speed about their brand. 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. What holidays does your client want to observe? Add these questions to your questionnaire: 28. What does your audience say about you? 23. Winning a new client is an exciting thing—and it should always be celebrated. The client onboarding journey plays an important role in client retention. Get inspired by the 240+ creative post ideas and steal them to fill up your calendar with noteworthy occasions, whenever you need to. Do you want to provide customer service on social media? What message are you trying to send with your content? You can do this via email or using a tool like Wufoo or Survey Monkey. What tone should social media updates have? 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 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. Onboarding Questionnaire. Client onboarding (or customer onboarding) is the process of welcoming or introducing new clients to your company. 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.. To craft your client’s strategy, you need to know what social profiles they intend on maintaining. Here are some questions that will help you open up communication with your client about their expectations: 38. 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. 33. Client onboarding is one of the most important functions for any business because it directly affects the client’s experience with … 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. 34. 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. What’s the biggest barrier to your success on social media? 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. 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? 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. How often do you want to publish new content to your profiles? The agency will work on behalf of its clients to build relationships with contacts provided to best serve the overall goal of its clients. 37. Project Leader. Ask these questions in your social media client questionnaire to make sure you’ve got all the content information you need: 18. 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. We've compiled a list of 42 questions to consider for your social media questionnaire. Copyright © 2019 Phvntom Inc. All Rights Reserved. WE WANT TO ASSURE YOUR PROJECT RUNS SMOOTHLY. 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. How well your client knows their target audience. We’ve compiled a list of 42 questions to consider for your social media questionnaire. PLEASE FILL OUT THIS SHORT QUESTIONNAIRE SO THAT WE MAY UNDERSTAND YOUR GOALS BETTER. 10. If the onboarding experience is poor, i.e. When you're running a social media agency, time is a precious commodity. Not at all. We’ve compiled a list of 42 questions to consider for your social media questionnaire. 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. CRM’s are a very essential tool for your client management and experience. 24. 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. My friend Sharif recently asked about my client questionnaire. Create a Social Media Questionnaire for Your Client. How do you use user-generated content in your campaigns? 4 Steps to Take Before Onboarding Clients 1. What tools have you used to manage your social media profiles until now? 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. An effective onboarding process helps new hires adjust well to their new roles, learn the company policies and get useful training. 3. They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. 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