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Client onboarding questionnaire: The foundation for remarkable social media

  • Get to know your clients on a personal level. This framework helps you build a strong, authentic social media strategy that delivers real, lasting results.
  • Go beyond vanity metrics. Get to the heart of what your clients want to achieve and build a strategy that focuses on high-impact insights that move their business forward.
  • Define your client's unique brand identity. This playbook helps you uncover their true story so you can create remarkable content that stands out.

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Understand their social media true performance.

This section helps you understand your client’s core purpose and goals for using social media, and how it aligns with their overall growth plan. Discover their key objectives and identify how you can support their success.

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Find their audience and connect with them.

Your client’s audience is the most important piece of the puzzle. This section guides you to define their target audience, understand their interests and values, and identify the social platforms where they are most present.

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Learn what makes them stand out.

Authenticity is key in social media marketing. The questions in this section help you define your client’s brand voice, tone, and main message, as well as what makes their brand different from competitors.

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Complete guide to onboarding new social media clients