How To Onboard SMMA Clients | Summary and Q&A

TL;DR

Learn how to create an efficient client onboarding survey to improve service delivery and tailor social media marketing strategies for better results and client retention.

Key Insights

• 🤑 Retaining clients is more profitable than acquiring new ones in social media marketing agencies.
• 💁 Client onboarding surveys help gather essential information for tailoring marketing strategies and improving service delivery.
• 👻 Using Google forms for the onboarding survey streamlines the process and allows for automation and integration with other tools.
• 👨‍💼 Market research questions in the survey provide valuable insights into the client's business, target audience, and competition.
• 🦻 Gathering data through the survey aids in creating more effective marketing campaigns and achieving better results for clients.
• 👨‍💼 Personalizing the onboarding survey based on the agency's niche and business model is essential to make it more relevant.
• ⌛ A well-designed onboarding survey saves time, improves efficiency, and enhances client satisfaction.

Transcript

ladies and gentlemen in this video I am going to be running you through the survey that I used to use to onboard new social media marketing clients give you some context I used to run an agency called norflow Consulting we had over 350 clients throughout the lifetime of the business at our Peak we had 64 done a few clients okay and in this video I'... Read More

Questions & Answers

Q: Why is client retention more important than client acquisition for social media marketing agencies?

Client retention is crucial for long-term profitability as the majority of revenue comes from keeping clients. By improving service delivery and tailoring strategies through the onboarding survey, agencies can achieve better results and retain clients.

Q: How does the client onboarding survey help in understanding the client's business and market?

The survey gathers information about the client's target market, their pain points, and their competitive advantages. This knowledge allows agencies to create more effective marketing campaigns and tailor their services to the client's specific needs.

Q: What are the benefits of using a Google onboarding survey?

Google forms are free, easy to use, and can be connected to other tools like CRM systems, email, and communication platforms through Zapier. This streamlines the onboarding process, automates data collection, and improves efficiency for social media marketing agencies.

Q: Why is market research important in the onboarding survey?

Market research questions in the survey help agencies understand the client's current marketing efforts, target audience, competitors, and the effectiveness of different marketing channels. This information assists in creating more targeted and successful marketing campaigns for the client.

Summary & Key Takeaways

• The video discusses the importance of client retention over client acquisition in the success of social media marketing agencies.

• The presenter introduces a client onboarding survey that helps gather important information about the client's business, market, goals, and pain points.

• A Google Drive onboarding survey template is provided, along with instructions on how to create and connect it to other tools for seamless automation.