{"id":79045,"date":"2023-05-26T09:45:49","date_gmt":"2023-05-26T15:45:49","guid":{"rendered":"https:\/\/www.vendasta.com\/blog\/?p=79045"},"modified":"2026-01-09T21:58:40","modified_gmt":"2026-01-09T21:58:40","slug":"social-media-questionnaire","status":"publish","type":"post","link":"https:\/\/www.vendasta.com\/blog\/social-media-questionnaire\/","title":{"rendered":"Your guide to creating a social media questionnaire for onboarding new clients"},"content":{"rendered":"<div class=\"et_pb_module et_pb_text et_pb_text_0 et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<p>Your\u00a0<a href=\"\/blog\/prospecting-techniques-digital-media-sales\/\" target=\"_blank\" rel=\"noopener\">prospecting techniques<\/a> have landed you a new social media client, but before you can build a dazzling campaign for them, you need in-depth insight into their business and customers. With a social media questionnaire, you can streamline the process of gathering key information.<\/p>\n<p>Follow along as we show you how to structure your social media survey questions to learn about your client\u2019s brand, target audience, competitive challenges, and aspirations. We\u2019ll also explore how to leverage that knowledge to develop powerful strategies to achieve your client\u2019s goals.<\/p>\n<p><span style=\"font-weight: 400;\">[et_pb_section global_module=\"113194 \"][\/et_pb_section]<\/span><\/p>\n<\/div>\n<\/div>\n<div class=\"et_pb_module et_pb_text et_pb_text_2 et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<h2 id=\"what\">What is a social media questionnaire?<\/h2>\n<p>A social media questionnaire is a survey used by your marketing agency to collect information from new clients. It helps you understand the brand you\u2019re representing, the audience they want to reach, where they are in their social marketing efforts, and where they want your agency to take them.<\/p>\n<p>While you may have gleaned some of this information during the initial sales process, the\u00a0<a href=\"\/content-library\/guides\/onboarding-agency-clients\/\" target=\"_blank\" rel=\"noopener\">agency client onboarding<\/a>\u00a0process is the time to uncover important details. Use social media surveys to build a picture of your client\u2019s company, following up with in-person conversations to clarify detail.<\/p>\n<\/div>\n<\/div>\n<div class=\"et_pb_module et_pb_text et_pb_text_3 et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<h2 id=\"bene\">Benefits of using a social media questionnaire for client onboarding<\/h2>\n<p>Whether you\u2019re delivering services through our\u00a0<a href=\"\/services\/social-media\/\" target=\"_blank\" rel=\"noopener\">white-label social media management<\/a>\u00a0packages or handling client marketing activities in-house, you\u2019ll find the most successful social marketing campaigns are customized to each client\u2019s unique situation.<\/p>\n<p>A social media questionnaire is the most efficient way to compile all the details you need to get started, laying the foundation for a productive and rewarding\u00a0<a href=\"\/blog\/client-relationships\/\" target=\"_blank\" rel=\"noopener\">client relationship<\/a>. Let\u2019s look at why it\u2019s worth developing a social media marketing questionnaire as part of new client onboarding.<\/p>\n<h3 id=\"help\">Helps understand the client\u2019s business and brand<\/h3>\n<p>To authentically represent your new social media client\u2019s brand, you need to understand the nuances of their business. Use a social media client questionnaire to discover key information such as:<\/p>\n<ul>\n<li>How the company started<\/li>\n<li>Its vision, mission, and values<\/li>\n<li>Key products and services<\/li>\n<li>Target audience\u2019s needs<\/li>\n<li>How they want customers to feel about them<\/li>\n<\/ul>\n<p>With this insight, you can create a\u00a0<a href=\"\/blog\/social-media-proposal\/\" target=\"_blank\" rel=\"noopener\">social media proposal<\/a>\u00a0for a campaign that fits into a company\u2019s overall marketing strategy and accurately reflects their brand.<\/p>\n<h3 id=\"prov\">Provides a structured approach<\/h3>\n<p>When you take an ad hoc approach to collecting information, you risk missing important points. A social media client questionnaire puts a system into place, simplifying the onboarding process.<\/p>\n<p>An automated online survey saves everyone time. You\u2019ll have the same basic information on file for every client so team members can refer to it when needed. Your new social media client can complete the questionnaire at their own pace, thinking through what they want to achieve.<\/p>\n<h3 id=\"impr\">Improves client relationships<\/h3>\n<p>It\u2019s critical to get your brand-new relationship off to a good start, assuring clients they made the right choice in selecting your agency\u2019s\u00a0<a href=\"\/blog\/media-companies-sell-social-media-management-packages-vendasta\/\" target=\"_blank\" rel=\"noopener\">social media management packages<\/a>. Use the survey to formally welcome them into the fold, showing you take their business seriously and demonstrating expertise in determining what they want to accomplish.<\/p>\n<p>With well-designed social media survey questions, you can collect the bulk of your information at once, saving you from continually reaching out to your new client when you realize you\u2019ve forgotten a key detail. This sets a positive and professional tone for your partnership.<\/p>\n<h3 id=\"enab\">Enables better collaboration<\/h3>\n<p>It\u2019s important for both parties to get on the same page as soon as possible. By inviting clients to express their thoughts directly\u2014and systematically working through details about your client\u2019s purpose, business operations, and audience segments\u2014 you avoid confusion or miscommunication.<\/p>\n<h3 id=\"crea\">Creates a benchmark for measurement<\/h3>\n<p>Once you begin implementing your client\u2019s social media strategy, you can start measuring performance. The best way to quantify success is with\u00a0<a href=\"\/blog\/benefits-social-media-analytics\/\" target=\"_blank\" rel=\"noopener\">social media analytics<\/a>, but you should also refer to the social media client onboarding questionnaire to review initial goals and concerns.<\/p>\n<p>Identify what you\u2019ve achieved and what still needs to be done to meet the brand\u2019s objectives. Then, adjust your marketing tactics and use data-driven decisions to continue growing your client\u2019s social media presence.<\/p>\n<h3 id=\"adva\">Provides a competitive advantage<\/h3>\n<p>A social media strategy is only successful if you can connect with the right audiences and motivate them to take action. The more valuable insights you collect, the better you can target your client\u2019s audience from the billions of users on social media.<\/p>\n<p>Structure the social media questionnaires to pull out whatever information your team requires to do its job. Once you have a clear picture of how to position the brand and appeal to its customers, you can\u00a0<a href=\"\/blog\/social-media-content-creation\/\" target=\"_blank\" rel=\"noopener\">create content<\/a>\u00a0for the most relevant channels and carve out a vibrant digital space for your new social media clients.<\/p>\n<\/div>\n<\/div>\n<div class=\"et_pb_module et_pb_text et_pb_text_4 et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<h2 id=\"key\">Key elements of a social media questionnaire<\/h2>\n<p>Below, we\u2019ll walk through examples of social media survey questions you can use to compile basic details from multiple clients. You may find that you need to add questions or reword for clarity as you review responses, so adjust the form as you learn from each onboarding experience.<\/p>\n<h3 id=\"bran\">1. Branding and company information<\/h3>\n<p>These social media survey questions help you better understand a client\u2019s unique selling proposition so you can\u00a0<a href=\"\/blog\/social-media-branding\/\" target=\"_blank\" rel=\"noopener\">distinguish the brand<\/a>\u00a0from its competitors.<\/p>\n<h4 id=\"exam\">Example onboarding questions to ask<\/h4>\n<ul>\n<li>What is the purpose of your company?<\/li>\n<li>How do you want to be perceived by your target audience?<\/li>\n<li>What differentiates your brand?<\/li>\n<li>What solutions are you offering your customers?<\/li>\n<\/ul>\n<h3 id=\"targ\">2. Target audience and demographics<\/h3>\n<p>To craft social media posts that are most likely to resonate with your client\u2019s target market, find out everything you can about who they are, how they behave online, and why they might be interested in your client\u2019s products.<\/p>\n<h4 id=\"onbo\">Example onboarding questions to ask<\/h4>\n<ul>\n<li>What do your target customers look like (age, gender, location, job title)? Describe in as much detail as possible.<\/li>\n<li>What are they interested in and what motivates them?<\/li>\n<li>How do they research and make purchasing decisions?<\/li>\n<li>What are your target audience\u2019s needs and pain points that your product and\/or services can satisfy?<\/li>\n<li>What are the challenges in reaching your audience?<\/li>\n<\/ul>\n<h3 id=\"soci\">3. Social media objectives and goals<\/h3>\n<p>Learn more about your client\u2019s expectations so you can prioritize your marketing activities. For example, do they want your agency to focus on using\u00a0<a href=\"\/blog\/social-media-reputation-management\/\" target=\"_blank\" rel=\"noopener\">social media in reputation management<\/a>\u00a0or growing their audience?<\/p>\n<p>You\u2019ll require follow-up conversations to get a more precise picture of what they want to accomplish, but at the initial stage, you can get a sense of whether clients have clear-cut plans or need guidance in setting goals.<\/p>\n<h4 id=\"ques\">Example onboarding questions to ask<\/h4>\n<ul>\n<li>How can social media improve your business?<\/li>\n<li>What are you hoping to achieve through our partnership?<\/li>\n<li>What does social media success look like to you?<\/li>\n<li>What is the most important way we can help you?<\/li>\n<\/ul>\n<h3 id=\"medi\">4. Social media platform preferences<\/h3>\n<p>It\u2019s important to choose social media channels that your client\u2019s target audience frequents, rather than ones your client thinks they should be using. Assess which social media platforms they currently use and why, and determine if they\u2019re open to other channels if your research indicates a good fit with their audience.<\/p>\n<h4 id=\"ding\">Example onboarding questions to ask<\/h4>\n<ul>\n<li>Which social platforms are you currently using and how did you choose them? Please list all account handles.<\/li>\n<li>Which of your social media accounts have the most user engagement?<\/li>\n<li>Have you considered expanding to other social media channels?<\/li>\n<\/ul>\n<h3 id=\"cont\">5. Content strategy and brand voice<\/h3>\n<p>When you\u2019re\u00a0<a href=\"\/blog\/media-companies-sell-social-media-management-packages-vendasta\/\" target=\"_blank\" rel=\"noopener\">selling social media packages<\/a>, you\u2019re offering tailor-made solutions to help grow your client\u2019s audience. Your marketing agency must align stories, messages, and visuals with your client\u2019s brand voice and create a consistent presence across multiple social platforms.<\/p>\n<h4 id=\"ask\">Example onboarding questions to ask<\/h4>\n<ul>\n<li>Do you have an SEO\u00a0<a href=\"\/blog\/social-media-and-content-marketing\/\" target=\"_blank\" rel=\"noopener\">content marketing strategy<\/a>?<\/li>\n<li>What type of social media content does your audience respond to?<\/li>\n<li>What tone and voice do you use to communicate with your target audience?<\/li>\n<li>What colors, style, and visuals convey your brand?<\/li>\n<li>Do you have brand and style guides you can provide us? Provide a way to upload files.<\/li>\n<li>What seasonal dates or events are important to your industry?<\/li>\n<\/ul>\n<h3 id=\"pres\">6. Existing social media presence<\/h3>\n<p>Get a sense of your client\u2019s current\u00a0<a href=\"\/blog\/social-media-content-strategy\/\" target=\"_blank\" rel=\"noopener\">social media strategy<\/a>\u00a0so you can assess what is working and where you need to fine-tune it.<\/p>\n<h4 id=\"to\">Example onboarding questions to ask<\/h4>\n<ul>\n<li>How often do you post on each of the following social media platforms? (include a list)<\/li>\n<li>How often do you run paid ad campaigns?<\/li>\n<li>Which of the following content types do you currently use? Allow clients to choose from a list that includes choices such as blog posts, video, and live stories.<\/li>\n<li>What challenges are you experiencing in your current social media outreach?<\/li>\n<li>Which social media campaigns have fallen short of your expectations in the past?<\/li>\n<\/ul>\n<h3 id=\"comp\">7. Competition analysis<\/h3>\n<p>Gather competitor insights so you know who else is vying for\u00a0<a href=\"\/blog\/social-media-audience-analysis\/\" target=\"_blank\" rel=\"noopener\">your client\u2019s target audience<\/a>. You can study social media accounts of similar businesses to get ideas for content creation and see how to differentiate your client.<\/p>\n<p>Complement what you gather from your new client survey with social listening techniques that fill you in on what users are saying about various brands. This helps your social media fit neatly into broader trends and concerns.<\/p>\n<h4 id=\"mple\">Example onboarding questions to ask<\/h4>\n<ul>\n<li>Who are your key competitors?<\/li>\n<li>Why would a customer choose your brand over the competitor?<\/li>\n<li>Are there competitors with a successful social media strategy that you see as a model or example?<\/li>\n<li>What are your brand\u2019s strengths and weaknesses when compared to your main competitors?<\/li>\n<\/ul>\n<h3 id=\"budg\">8. Budget and resources<\/h3>\n<p>Your agency will provide different\u00a0<a href=\"\/blog\/social-media-management-services-list\/\" target=\"_blank\" rel=\"noopener\">social media services<\/a>\u00a0to each client depending on their budget, expertise, and availability of their\u00a0<a href=\"\/blog\/social-media-team\/\" target=\"_blank\" rel=\"noopener\">in-house team<\/a>. Narrow down their needs so you can set the scope of your social media marketing strategy and designate appropriate agency resources.<\/p>\n<h4 id=\"tion\">Example onboarding questions to ask<\/h4>\n<ul>\n<li>Which staff are involved in social media at your organization?<\/li>\n<li>Which aspects of social marketing do you want to keep in-house?<\/li>\n<li>Which aspects of social marketing do you want us to handle?<\/li>\n<li>What is your approximate budget allocation for social media activities this quarter\/year?<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"et_pb_module et_pb_text et_pb_text_5 et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<h2 id=\"tips\">Tips for creating an effective social media questionnaire<\/h2>\n<p>A social media client onboarding questionnaire is a simple and efficient way to begin transferring knowledge to your agency. When you collect data with online forms, you can streamline the process for agency account managers and new clients.<\/p>\n<h3 id=\"keep\">Keep it simple and clear<\/h3>\n<p>To increase the chances of getting insightful answers, word questions clearly and focus each on a single point. Use a layout with plenty of white space to make the survey easy to read and inviting.<\/p>\n<h3 id=\"open\">Ask open-ended questions<\/h3>\n<p>You\u2019re more likely to get in-depth answers when you don\u2019t limit the responses. Use open-ended questions when possible to encourage clients to answer in their own words and elaborate on their thoughts.<\/p>\n<h3 id=\"diff\">Customize questions for different clients<\/h3>\n<p>Make your social media surveys more valuable by tailoring questions based on the client group. While you\u2019ll want a standard template to work from, you may want to tease out different information depending on the client\u2019s industry or stage of business development.<\/p>\n<p>You might have different questions for ecommerce companies or businesses providing local services, for example. Or, you might need more information from startups that are building an audience as compared to established companies that are growing rapidly. Adapt your survey to your social media marketing requirements.<\/p>\n<h3 id=\"need\">Focus on the client&#8217;s needs and objectives<\/h3>\n<p>Structure the questions to zero in on each client\u2019s short and long-term goals so you know what they expect in terms of results.<\/p>\n<p>A big part of onboarding is working with the client and setting expectations. As you review the questionnaire and your market research, begin aligning your strategies with the brand\u2019s objective. Explain what they can realistically see in terms of performance and why. By clearly documenting the goals of a social media strategy in advance, you improve the chances of customer satisfaction.<\/p>\n<h3 id=\"feed\">Incorporate feedback from previous clients<\/h3>\n<p>Include a question asking clients what they thought of the social media survey. Is it too long or confusing? Use feedback to fine-tune the questionnaire for future clients so you can get the best possible responses.<\/p>\n<\/div>\n<\/div>\n<div class=\"et_pb_module et_pb_text et_pb_text_6 et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<h2 id=\"how\">How to use the social media questionnaire you created with your client<\/h2>\n<p>As you start analyzing all the answers, make a list of points that need to be clarified. You can then follow up in person to fill in knowledge gaps and begin formulating your client\u2019s social media strategies.<\/p>\n<h3 id=\"revi\">Review the questionnaire with the client<\/h3>\n<p>Meet with your client to confirm your understanding of their responses and provide them with an opportunity to ask questions. This conversation ensures both sides are in alignment in terms of the client\u2019s business, audience, and goals.<\/p>\n<h3 id=\"answ\">Use the answers to develop a customized social media strategy<\/h3>\n<p>Your social media agency can now use these valuable insights to customize a strategy that meets your client\u2019s needs.<\/p>\n<ul>\n<li>Select tactics to appeal to their target audiences<\/li>\n<li>Shape social media content and messaging to reflect the\u00a0<a href=\"\/blog\/social-media-storytelling\/\" target=\"_blank\" rel=\"noopener\">client\u2019s brand story<\/a><\/li>\n<li>Work within available budget and resources<\/li>\n<\/ul>\n<p>As you roll out your strategy, use an advanced tool such as\u00a0<a href=\"\/social-media\/social-marketing\/\" target=\"_blank\" rel=\"noopener\">Social Marketing<\/a>\u00a0to compose and schedule posts across platforms and measure performance from\u00a0<a href=\"\/blog\/social-media-dashboard\/\" target=\"_blank\" rel=\"noopener\">a single dashboard<\/a>.<\/p>\n<h3 id=\"chan\">Revise the questionnaire as necessary to reflect changes in the client&#8217;s needs<\/h3>\n<p>Over time, customer preferences will shift and new competitors and products will enter the market. As the client\u2019s priorities evolve, adapt the questionnaire to collect all the details you need to continue meeting the brand\u2019s objectives.<\/p>\n<p>By keeping your business\u00a0<a href=\"\/blog\/social-media-intelligence\/\" target=\"_blank\" rel=\"noopener\">intelligence<\/a>\u00a0fresh, your agency can ensure it\u2019s meeting the client\u2019s current needs and surpassing expectations.<\/p>\n<\/div>\n<\/div>\n<div class=\"et_pb_module et_pb_text et_pb_text_7 et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<h2 id=\"faq\">Frequently asked questions<\/h2>\n<h3 id=\"long\">How long should a social media questionnaire be?<\/h3>\n<p>When creating a social media\u00a0<a href=\"\/blog\/client-intake-form\/\" target=\"_blank\" rel=\"noopener\">questionnaire for onboarding new clients<\/a>, make sure it\u2019s detailed enough to satisfy your informational needs but concise enough to avoid overwhelming the client. Depending on how your workflow is structured, you may not need questions about the client\u2019s current activities because your account manager plans to\u00a0<a href=\"\/blog\/social-media-audit-services\/\" target=\"_blank\" rel=\"noopener\">audit their social media history<\/a>, or you may already have built budget information into the client contract. Avoid duplicating efforts where possible.<\/p>\n<h3 id=\"some\">What are some common mistakes to avoid when creating a social media questionnaire?<\/h3>\n<p>While a social media questionnaire has a business purpose, it should also engage your clients. Avoid using bland online forms and design a questionnaire that\u2019s inviting and has some personality. Offer a mix of short and long answer questions for variety. You should also avoid jumping between topics. Try to structure the social media survey questions in a logical order so users can get into a flow and follow their train of thought.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A social media questionnaire makes onboarding clients a breeze. Learn to easily gather the information you need to create powerful marketing strategies.<\/p>\n","protected":false},"author":103,"featured_media":121660,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[48],"tags":[630],"class_list":["post-79045","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","tag-social-media-marketing"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.4 (Yoast SEO v26.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Social Media Questionnaire for New Agency Clients<\/title>\n<meta name=\"description\" content=\"A social media questionnaire makes onboarding clients a breeze. 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