Social Media Questionnaire for Onboarding New Clients

Social Media Questionnaire for Onboarding New Clients

You’ve just taken on a new client and you’re ready to craft a social media strategy that proves your worth and delivers a major return on investment.

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?

Use an onboarding questionnaire for your new clients.

We've compiled a list of 42 questions to consider for your social media questionnaire. They cover all the important areas, including:

  • your client's purpose on social media and where it fits into their overall strategy
  • your client's target audience
  • your client's brand
  • your client's content types and range
  • your client's current social media presence
  • what tech and analytics your client uses and has access to
  • what your client's expectations are
Keep reading to find out everything you need to know to build social media questionnaire for clients.


Why is a social media questionnaire so important for onboarding new clients?

When you're running a social media agency, time is a precious commodity. So, you need to do anything you can to maximise efficiency while minimising the resources you use.

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.

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!


How do you decide which questions to include on your social media questionnaire?

This is a long list of questions - do you need to include them all? Not at all.

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.

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. You can always tweak your questionnaire to suit your needs and your individual clients:


  1. Getting to the heart of your client’s purpose
  2. Who is their audience and where are they?
  3. What is your brand all about?
  4. What type of content fills your calendar?
  5. What social profiles are you maintaining?
  6. Getting into the tech and analysis
  7. What are your expectations?

Try using these questions to delve into your client’s motivation and purpose:

1. What is your purpose on social media?

2. What is your brand’s objective?

3. What do you hope to achieve using social media? How will you know you’ve achieved it?

4. What’s the biggest barrier to your success on social media?

5. How does social media fit into your growth plan?

6. Describe your target audience. Who are they?

7. What social platforms do they use?

8. What issues matter to them?

9. How does your brand engage them?

10. What social listening have you done? What does your audience say about you?

11. Who else (brands/celebrities/people) does your audience engage with?

Branding related Questions 

12. Describe your brand voice.

13. What tone should social media updates have?

14. What is the main message your brand is trying to communicate?

15. What makes your brand different from others?

16. Why do people choose you over your competitors?

17. What’s your brand vision?

18. What resources do you have available for content creation?

19. What is your workflow process for content from inception to publication?

20. What sign-offs do you require?

21. How often do you want to publish new content to your profiles?

22. How does social media tie in with your offline campaigns?

23. What type of content does your audience respond to best (if known)?

24. What type of content do you want to create for your audience (images, video, quotes, blog posts, etc.)?

25. What message are you trying to send with your content?

26. How do you use user-generated content in your campaigns?

27. What holidays does your client want to observe?

28. What profiles do you have and on which networks?

29. Are you looking to expand onto new networks?

30. Are you looking to narrow your focus to fewer networks?

31. Do you want to provide customer service on social media? If so, on which platform and from which profile?

32. What tools have you used to manage your social media profiles until now?

33. How do you intend to measure return on investment?

34. What is working for you (and not working) right now?

35. How does social media fit into your sales funnel or buyer’s journey?

36. What have you tried in the past?

37. Have you got any tracking pixels installed on your site?

38. What do you expect from us as your account manager?

39. What reports do you want to see and how often?

40. Who is the person we should contact?

41. How much oversight and control do you want to have?

42. How much input do you want to have into campaigns?










Article By Prince Sharma , 


 



   

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