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How to onboard a new client in 12 steps Get the contract signed. Send an onboarding questionnaire. Request their style guide. Assign team members. Welcome them to your business. Start with a kick-off call. Get access to their social media accounts. Add them to your tools.
What is your experience working with businesses in my industry? Can you share case studies? Who will be working on my account? What are their roles and expertise? How do you develop a social media strategy? What kind of research do you conduct? Which social media platforms do you specialize in?
Here are some great questions to ask to learn more about your clients brand: Describe your brand voice. What tone should social media updates have? What is the main message your brand is trying to communicate? What makes your brand different from others? Why do people choose you over your competitors?
A client onboarding questionnaire gathers key business intelligence from new clients, including their requirements, success metrics, key stakeholders, and goals. This helps you create aligned expectations, a needs-focused action plan, and a single source of truth to point back to throughout the customer relationship.
50 Creative Questions to Boost Social Media Engagement Using only emojis, how is your day going? Using only ONE emoji, tell us how your 2023 is going so far. What job would you be terrible at? Whats your go-to snack? If you could wake up tomorrow with a new ability, what would it be?
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People also ask

Here are 10 questions you should ask each of your clients, every year Could you share with me your overall assessment of our relationship? What have we done recently that you have found particularly valuable or useful? If you could change or improve one thing about our relationship, what would it be?

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