November 14, 2019 - Rebecca Hey
Did you know you can easily improve your onboarding process with a social media questionnaire for new clients?
In 2023, brands expect a positive onboarding experience when they are handing over their marketing to your agency.
A negative experience can give off the wrong impression, which can increase your customer churn rate and impact your agency’s reputation.
Fortunately, with a few simple systems in place, you can ensure your new client is on-boarded smoothly and effectively.
We’ve put together everything you need to implement a simple social media questionnaire to kick things off on a positive note.
Want to add a social media questionnaire for new clients today? All Agency Vista members get a complimentary white labeled customer intake questionnaire with their plan!
A client onboarding process is when you welcome new clients, address their questions and concerns, set expectations, and ensure they understand the services available to them.
For a social media agency, it is an essential element that sets the tone of the future relationship and helps ensure it runs smoothly.
And first impressions count.
When a business is handing over the reins to its marketing communication channels, they are trusting your agency with not only the branding of its company but its reputation.
If a client’s first experience of your agency is chaotic and unorganized, they are going to be hesitant to trust you with their marketing. What’s worse is they could churn before you’ve even had a chance to deliver your service.
Client onboarding is important because it establishes trust and can increase profit.
There is a 70% chance of selling a service to an existing client, but that drops to around 5% for new leads.
So, what does this mean? It’s easier to upsell to an existing client than it is to continually sell services to a new client.
It’s clear that a smooth onboarding process is imperative to retain clients and increase sales. But how do you ensure the process goes smoothly?
For social media agencies, a well-considered social media questionnaire gathers all of the information you need from the client, speeding up the process and creating a stress-free way to start working together.
Creating an onboarding questionnaire is a careful balance of asking enough questions to understand the business fully without asking too many and overwhelming your client.
The questionnaire can be broken down into 7 categories:
Pick and choose from each section to build your own bespoke questionnaire.
Unless this is a brand-new business, your new client will likely have a handful of existing account credentials. Before starting any work, make sure you have the correct access to all of these accounts.
Depending on the relevant platforms, ask the client the following questions:
Always remember to ask for access to be shared securely. It may make the process a little trickier, but don’t just ask for the client’s login details.
For instance, ask the client to add you as an admin on their Google Analytics account instead of asking them to send private login credentials.
Pro Tip: Most platforms now require two-factor authentication. You don’t want to get delayed by having the confirmation code sent to an inactive email address or phone number. Confirm these details in your social media onboarding questionnaire!
Any social media campaign needs to be tightly aligned with your client’s business goals.
As an agency knows, there are certain strategies that work better for a top-funnel objective compared to a bottom-funnel objective.
It’s important to get very clear on what results they are expecting so that you can create a campaign that will meet those requirements.
To get an understanding of your client’s business goals, consider asking these questions:
These questions will dig deep into your clients’ perspectives on social media marketing and what they are hoping to achieve through your agency’s involvement.
Let’s get real social media is extremely saturated. So, you’ll need to know what makes your client unique to cut through all the noise.
Social media users are very savvy shoppers and are the most information-hungry consumers. They know what they are looking for, and it’s up to you to connect your client to that audience.
Understanding your client’s values and differentiators is key to finding and capitalizing on their niche across each social media network.
Ask your client the following questions:
Bonus if your client has online reviews that have been published to their Google Business, Facebook Page, or other review sites.
This allows you to get a feel for the tone and language past customers have used to describe their experience and why they converted. Which allows your agency to better understand your client’s target audience.
Then, it’s important to evaluate if that messaging is being communicated across your client’s current channels.
Engaging or attracting the wrong target audience is a complete waste of resources and time.
It’s important to get very clear on who your client’s target is and out of that group, which ones have the highest customer lifetime value.
Consider asking your client the following questions:
Use the answers to create audience personas. Once you know exactly who the business is trying to reach, you can plan a social media strategy to meet their specific needs and determine which social media channels they frequent.
In order to run a successful social media campaign, you need to find out what your client views a success.
For one business, success could be increased traffic, while another may need more followers. Ask questions to find out whether the company wants to hit:
To find out, consider asking your client the following questions:
Whatever the goals are, make sure they are specific, measurable, and clearly documented, for example:
“By 2020, we are successful if we’ve increased sales by an average of 10% across all product lines at an average cost per acquisition of $10.”
When you start working with a new social media client, you need to understand their brand’s tone and voice.
Then, you need to evaluate if this is aligned with how their target audience communicates. The best way to do this is by taking a look at online reviews!
If your client is talking very proper and formal, but their target audience is more tailored to Gen Z—then, clearly there is a disconnect.
Now, we’re not saying that Gen Z can’t be formal, but typically, that demographic has their own slang and acronyms that would make sense for your client to incorporate in their marketing.
Ask your clients the following questions:
Use the answers to consider the content type best suited to the business (long-form, user-generated, video, funny, informational) and to inform the tone of responses to conversations and engagement.
Most businesses will have already conducted some form of social media marketing before your agency gets involved.
This offers an excellent opportunity for you to glean valuable information about the business’s views on social media, it’s a willingness to spend on paid advertising, and past successes and failures.
When you use a social media questionnaire for new clients during the onboarding process, it should provide all the information you need to prepare and plan a successful social media strategy.
Pick and mix from the questions above to build a questionnaire for your clients. The questions will give you insights into your client’s goals, tone and voice, audience, content style, their current situation, and, importantly, their expectations of your management.
Looking to incorporate your own social media questionnaire for new clients? Agency Vista offers all agency members a fully-customizeable white labeled customer intake questionnaire!
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