15. 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. CLIENT QUESTIONNAIRE. What’s the biggest barrier to your success on social media? 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. 34. What reports do you want to see and how often? How does social media fit into your sales funnel or buyer’s journey? 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. 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? "the process of welcoming new clients into your business, addressing their questions and concerns, and ensuring they understand the services available to them. The questionnaires also provide an opportunity to do so in a time-efficient manner, because let us … 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 holidays does your client want to observe? An effective onboarding process helps new hires adjust well to their new roles, learn the company policies and get useful training. What do you expect from us as your account manager? We’ve compiled a list of 42 questions to consider for your social media questionnaire. What message are you trying to send with your content? Decide on a Client Relationship Manager (CRM). Quickly generate ideas for engaging posts and connect with your audience in a fun and relatable way! Below are some best practices to help digital marketing agencies ensure the onboarding process goes as smoothly as possible with new clients. Finding out from your client what they expect from you helps you to make sure you’re delivering what your client actually wants. 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 cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. 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. They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. Ask these questions in your social media client questionnaire to make sure you’ve got all the content information you need: 18. How much oversight and control do you want to have? And to do that, you need to know them well. If the onboarding experience is poor, i.e. 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. But, you don't want all the hard work that went into getting them onboard to be wasted. Create a Social Media Questionnaire for Your Client. 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. 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. So, you need to do anything you can to maximise efficiency while minimising the resources you use. Start by sending a client onboarding questionnaire and work with your client to get up to speed about their brand. Get your 14-Day Free Trial (no credit card required) 37. 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. 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. What tone should social media updates have? 5. >>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. Why is a social media questionnaire so important for onboarding new clients? What do you hope to achieve using social media? When not writing, you can find her whipping up tasty treats to appease her picky toddler. The client onboarding journey plays an important role in client retention. 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. Client onboarding is the process that you have in place to introduce a new client to your company or your service. How does social media tie in with your offline campaigns? All Rights Reserved. It comes in the form of a handy website page that's easy to use and share. 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. Add these questions to your questionnaire: 28. Alternatively, clients can easily upload assets directly into the platform using the desktop app. Why a Social Media Marketing Onboarding Process Is Important. 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. Use a social media questionnaire for your new clients. 42. When you're running a social media agency, time is a precious commodity. 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. Winning a new client is an exciting thing—and it should always be celebrated. May 19, 2020. How well your client knows their target audience. 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. These questions will help you get the answers you need: 32. It’s said that whoever talks the audience’s language the best, wins. Client onboarding is one of the most important functions for any business because it directly affects the client’s experience with … 21. 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. Onboarding Questionnaire. 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. 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. Welcome to the Client Onboarding Questionnaire. What type of content does your audience respond to best (if known)? Project Leader. © Copyright 2021 Sendible. We've compiled a list of 42 questions to consider for your social media questionnaire. 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. 33. 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 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. 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. 4. What is the main message your brand is trying to communicate? 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. Can be used for many different types of businesses, not just digital agency... 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