Project Leader. Winning a new client is an exciting thing—and it should always be celebrated. So, you need to do anything you can to maximise efficiency while minimising the resources you use. How do you use user-generated content in your campaigns? 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. 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. How well your client knows their target audience. Why a Social Media Marketing Onboarding Process Is Important. 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. 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. Get your 14-Day Free Trial (no credit card required) 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. 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. How does social media fit into your growth plan? 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 tone should social media updates have? 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. How will you know you’ve achieved it? What is the main message your brand is trying to communicate? You can do this via email or using a tool like Wufoo or Survey Monkey. How much input do you want to have into campaigns? 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’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. What resources do you have available for content creation? When you're running a social media agency, time is a precious commodity. What type of content does your audience respond to best (if known)? 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. It comes in the form of a handy website page that's easy to use and share. Contact Cath at Iconic Copy or Twitter for more information about her services. They provide incredible social proof that sells your clients for you, without you having to do so. They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. 16. CLIENT QUESTIONNAIRE. Ask these questions in your social media client questionnaire to make sure you’ve got all the content information you need: 18. 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. 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. 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? It comes in the form of a handy website page that's easy to use and share. 37. 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.. Create a Social Media Questionnaire for Your Client. 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. 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. What message are you trying to send with your content? Welcome to the Client Onboarding Questionnaire. 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 … What is your workflow process for content from inception to publication? 19. What’s the biggest barrier to your success on social media? Start your relationship with a clear Finding out from your client what they expect from you helps you to make sure you’re delivering what your client actually wants. 29. Ask them! 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. All Rights Reserved. And to do that, you need to know them well. 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. 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. 31. Onboarding Questionnaire. Project Leader Name * Project Leader Email Address * Project Leader Phone Number. 4. 26. 35. 5. This tool is great for managing clients, contracts, questionnaires, accepting payment and emails. They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. It’s similar to onboarding an employee, and it is absolutely critical to creating a long-lasting and mutually beneficial relationship. 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. The questionnaires also provide an opportunity to do so in a time-efficient manner, because let us … Try using these questions to delve into your client’s motivation and purpose: 3. 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. PLEASE FILL OUT THIS SHORT QUESTIONNAIRE SO THAT WE MAY UNDERSTAND YOUR GOALS BETTER. 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. Thank you for taking your time to fill in this questionnaire. WE WANT TO ASSURE YOUR PROJECT RUNS SMOOTHLY. What makes your brand different from others? What profiles do you have and on which networks? When you're running a social media agency, time is a precious commodity. Want to know the easiest way to find out what your client wants? 4 Steps to Take Before Onboarding Clients 1. But, you don't want all the hard work that went into getting them onboard to be wasted. What is working for you (and not working) right now? Client onboarding (or customer onboarding) is the process of welcoming or introducing new clients to your company. Alternatively, clients can easily upload assets directly into the platform using the desktop app. This is a long list of questions - do you need to include them all? Social media is all about content. Who are they? A large part of managing client satisfaction comes from managing client expectations. 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. Start by sending a client onboarding questionnaire and work with your client to get up to speed about their brand. 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. An employee, and it is absolutely critical to creating a long-lasting and mutually beneficial relationship answers... Taking on a client onboarding is the process of welcoming or introducing new clients to a. From you helps you to make sure you’re delivering what your client for engaging posts connect. Client what they expect from you helps you to make sure you’ve got all the required. 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