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. 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. Are you looking to expand onto new networks? Client onboarding is the process that you have in place to introduce a new client to your company or your service. 4 Steps to Take Before Onboarding Clients 1. Onboarding Questionnaire. 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. Use a social media questionnaire for your new clients. This is a long list of questions - do you need to include them all? Why a Social Media Marketing Onboarding Process Is Important. 23. 19. So, you need to do anything you can to maximise efficiency while minimising the resources you use. 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.. 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 21. But, you don't want all the hard work that went into getting them onboard to be wasted. May 19, 2020. How does social media fit into your growth plan? What is the main message your brand is trying to communicate? 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. The questionnaires also provide an opportunity to do so in a time-efficient manner, because let us … It comes in the form of a handy website page that's easy to use and share. She works closely with B2B companies looking to increase their visibility through engaging and actionable content. 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. Billing Contact What do you expect from us as your account manager? 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. 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. 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. 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. What social listening have you done? These questions will help you get the answers you need: 32. 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. 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. 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. What resources do you have available for content creation? How does social media fit into your sales funnel or buyer’s journey? 41. 15. 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. Why a Social Media Marketing Onboarding Process Is Important. We've compiled a list of 42 questions to consider for your social media questionnaire. 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! 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. 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. What profiles do you have and on which networks? 31. 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. My friend Sharif recently asked about my client questionnaire. My client questionnaire main message your brand is trying to communicate went into getting them onboard to be wasted into... Can to maximise efficiency while minimising the resources you use will help get. 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