How to create a social media questionnaire to onboard clients

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đź“… Last update: March 26, 2021

Social media can be one of the most fun marketing mediums to work on. Whether your client sells carpet cleaning services or bubblegum, there’s plenty of opportunity to build brand awareness and engagement on the platforms to show your clients your agency rocks.

Of course, you can’t blindly launch a social media strategy and just ask your clients to trust you on it (or maybe you can, but let us know how that plays out). But generally, you need to get all the right information before you take action.

Creating a social media questionnaire for new clients is a good move to help you collect all the information you need about your client upfront rather than wasting time going back and forth with them.

In this post, we’ll cover everything you need to know about how to create a social media questionnaire, what questions to include in a social media survey, and what tools you can use to send your clients your questions.  

Get our social media question template

Content Snare helps you get the information you need from clients much faster so you can start and finish projects sooner. When you use Content Snare to create your questionnaire, you’ll get access to our question template loaded with questions to get you started right away.

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What is a social media questionnaire?

Pretty straight forward, but a social media questionnaire is a series of questions you ask your clients (or soon-to-be-clients) to understand their business and goals before you start working on their social media strategy. You can take the answers to these questions to develop your creative brief. 

In a client social media questionnaire, you might ask them questions about their:

  • Brand
  • Goals
  • Target audience
  • Current social media activity and tools they’re using
  • Expectations from a social media strategy

If you’re looking for ideas for your social media survey questions, we’ll cover some in a bit, or you can also start your Content Snare trial to get our social media question template.

But first, let’s talk about why creating a client social media questionnaire is so important for a marketing agency.

Creating a questionnaire

Why should you create a social media questionnaire?

To save time

Developing a social media questionnaire might take some time at first, but do it once and you’ll end up saving yourself lots of time setting up calls, interviews, and sending out emails to your clients to get the information you need. Creating a client social media questionnaire is basically an improvement to your agency processes. You’ll thank yourself for doing it later.

So you don’t totally miss the mark

Putting together a social media questionnaire is basically one way to do your due diligence on understanding your clients business before you get started on a project.

Just like you would use a brief to make sure everyone’s on the same page, a questionnaire can do the same. When you do your research, ask the right questions, and get up-to-date answers directly from your client, you’re a lot less likely to completely miss the mark when you deliver your project.

To leave a good impression

Here at Content Snare, we geek out on making agency processes as efficient as humanly possible, and the process of gathering information is a big one. Not only will having a survey ready help you save time day-to-day but when you have good systems and processes in place, it reflects really well on your agency. You always win when you make your clients (or prospects) lives easier too.

To communicate your value

When you ask your clients some thought-provoking questions about their business, goals, and audience, it gives you a chance to demonstrate your marketing expertise. As clients answer your social media questionnaire, they already begin to understand the value you’re bringing to the table. Ultimately, having a questionnaire helps you sell your agency’s services indirectly and more easily.

To filter out bad clients

If you send your social media survey out to a potential client and they don’t bother to open it, leave lazy two-word answers, or take their sweet a** time to get back to you, then you’ll already get the idea that they might end up being a difficult client; one of those you’ll always have to chase around to get work done. Use your social media survey to identify red flags that a prospect might not be a great fit as a client.  

Okay, now the fun part.

What are some questions to ask in a social media questionnaire?

Here’s a list of 10 of our favourite questions to ask clients in a social media survey and why we like to ask them.

1. What tone are you looking to use across social media?

Some clients might use a more formal tone of voice on other mediums but might want to keep it casual on social media. It’s not a bad idea to clarify what brand personality they’re looking to bring onto their social profiles.

2. What are your ultimate goals for sales and marketing?

Your client might want to make direct sales, build brand awareness, or get some more engagement with their brand online. Understanding what your client is looking to achieve will help you set your strategy.

3. Where are the majority of your customers based geographically?

Once you know where your clients’ audience lives, you can start using location-specific hashtags, or set up geo-targeted ads to make sure you’re hitting the right people.

4. How does your online presence compare to that of your competitors?

A competitor might have much more followers, a brighter look to their page, or more engaging content than what your client currently has. Benchmarking against a company that’s doing it well can help you move in the right direction.

5. What type(s) of content are you looking to create for your audience (videos, images, testimonials, blog posts, etc)?

This question will help you start to assemble the right team to get involved in the project. If you know your client wants to make a bunch of video content and you don’t have a dedicated team member with the skills to do the job, it might be time to bring on a freelancer.

6. Describe your current process for creating a piece of content, from inception to completion.

This will give you some good insight into how your client goes about coming up with an idea and then putting it out. If it seems like they don’t have a solid process nailed down yet, this is where you can come in to help.

7. What do you expect from us as your social media manager?

Super important question. Some clients might be all about the numbers game, and others might be more interested in communication being the best that it can. Some will want to hand everything to you and let you run with it, while others will still want to be quite involved. Put these expectations out in the open early to make sure you’re on the same page.

8. Who should be our main point of contact at the business? Provide their details

This is a straightforward one, but good to know who you should be harassing about the project, and who you shouldn’t be.

9. How much involvement/control are you looking to have?

As mentioned above, it’s good to know just how much liberty your client is willing to give you.

10. What social media analytics and reports do you want to see? How often?

A client might want you to report on a monthly, quarterly, or weekly basis. Find out what they’re looking to see so you can be prepared to deliver those reports on time.

What tools can you use to create social media questionnaires for your client?

There are several different online forms tools you can use to create and send your social media survey to your clients. Here are a few options:

1. Google Forms

Google forms are free to use if you have a Google account. The form designs are very simple and the tool is easy to use.

To create a Google form, head to your Google Drive and hit “New” and then “Google Form”.

Google Form questionnaire

From there, you can customize your questions, your theme, and add in more optional settings like a confirmation message.

2. Gravity Forms

If you use a WordPress-powered website, Gravity Forms is an advanced tool for creating many different types of forms. It’s available at three different pricing plans. You can get more out of Gravity Forms like file uploads as well as integrating with email and using add-ons for programs like Hubspot and Mailchimp.

Gravity form example

Important consideration for using online forms

There are a couple of disadvantages to keep in mind if you’re going to use online forms to build your questionnaires.

1. Clients have to complete the form in one sitting

Once clients receive your questionnaire, they’ll have to submit their answers all in one go. They can’t come back to the questions at another time. So if they need to exit out of the form for any reason, they’ll have to re-do all their work again when they come back to it.

This inconvenience might delay how quickly you get back your answers.

2. You still need to use email to follow up

When you use online forms to create your questionnaires, you’ll still need to do the manual work of sharing it with a client over email, reminding them to complete it, and sending follow up emails if anything they’ve answered is unclear. This can be a huge time suck that you don’t need in your life.

What’s the easiest way to create a social media questionnaire?

If you’re worried about any of the limitations above making things complicated for your client or for your agency, then you’ll want to take a look at Content Snare and why our platform is (pretty much) the greatest.

web design brief template

1. Clients can fill out their questionnaire in their own time

When your client receives their social media questionnaire through Content Snare, they can answer as much of it as they want to, and come back to it later.

With an auto-save feature built into the forms, all information is saved and your clients can complete the form over multiple sessions, picking up where they left off last.

2. You don’t need to use email separately

Content Snare will send your clients email reminders through the platform to remind them to complete the form until they’ve sent it all in. You can set up the frequency of email reminders within the platform and let it do the work for you.

There are a number of other features built into Content Snare to help you collect forms and files from your clients.

Next steps for creating your social media questionnaire

  1. If you don’t have a social media questionnaire prepared yet, go and create one!

  2. If you already have one, read through it again and see if there are any questions worth adding or removing.

  3. Use our provided questions, or social media question template as inspiration to add into your existing or brand new questionnaire.

  4. Tweak, tweak, and continue to tweak your questions as time goes on. If you end up getting lots of general (or unhelpful) answers back, it might be time to get more specific with your questions.

Create your questionnaire

When you build your social media questionnaire with Content Snare, you’ll not only avoid inconveniences for your clients. You’ll receive the information you need much faster and wrap up your projects sooner than you have before.

Start your trial here

We hope this post helped you understand the importance of social media questionnaires and what questions to include as you onboard new clients. Drop us a comment and let us know if you have any questions (about questions).

Sylva Sivz

Sylva Sivz is a seasoned copywriter here at Content Snare, based out of Vancouver, Canada. She has spent years working in agency environments and moonlights as a touring house DJ!

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