Marketing is an essential requirement when it comes to making a business stand out from the crowd. However, the world of digital marketing is continuously changing, and it can be tough for organizations to know the right steps they need to make to take their brand forward.
That is why hiring a specialist marketing team is a great way to ensure campaigns are always working at their optimum. It can be incredibly difficult for agencies to get the relevant information from their clients, which is why it is essential to have a marketing client onboarding questionnaire.
What is a digital marketing questionnaire?
Before we take a look at the benefits of creating a digital marketing questionnaire, it is first important to understand what one is. This unique document is a series of questions that are designed to elicit as much information as possible from a client, ensuring that your agency knows exactly what the client is looking for.
The more comprehensive you are with your marketing client onboarding questionnaire, the smoother the project will be and the greater the results you will attain. These series of questions will encourage your client to start thinking about their business, their goals, and what they hope to achieve from the marketing campaign.
Alongside helping to understand what it is your client is hoping for, a marketing strategy questionnaire also allows you to understand who their target audience is and the industry sectors they cover.
There is an almost endless choice of questions that you could include within your digital marketing questionnaire. For the best results, though, you want to ensure that you are focusing on the areas that are relevant to the client and their audience.
Why is it important to create one for your projects?
Having your new clients fill out a comprehensive digital marketing strategy questionnaire plays a vital role in ensuring you can take on the project with confidence. It can be a daunting prospect for businesses who have never taken on a marketing agency before, so this questionnaire will help to give them confidence in your brand.
A digital marketing client questionnaire is designed to remove any confusion and ensure your agency is able to get all of the information it needs. The more thorough you are with your questions, the more you will be able to understand your client and their needs, reducing the risk of miscommunication and ensuring a smoother project.
Not only does a questionnaire help to enhance communication, but it also provides your team with a clear structure that you can work from. This reduces the need for back and forth trying to find simple bits of information and helps to make the project as efficient as possible.
The best ten questions you should add to your marketing survey
When it comes to creating the most effective marketing strategy questionnaire, it can be tough to know what questions you should ask your client. To help you produce the most insightful document possible, we have taken a closer look at ten of the best questions that you should include:
- What does your business do?
One of the most important questions to ask any prospective client is what exactly it is that their business does. This will ensure that you have all of the relative insight into their organization and will not need to undertake a lot of back and forth. It will also ensure that their operations fit within your marketing specialty and ensures that your agency is a good fit for them.
- What makes your business different?
The next question you should ask on your marketing client onboarding questionnaire is what it is that makes their business unique. This answer should be the key ingredient to your entire project and will be what you build the campaign around.
- What is your vision for the future?
Another essential question to be asking new clients is what vision they have for the future of their company. To get an idea of their goals, you should break the question down into one year from now, five years from now, and ten years from now. This insight will allow you to create both short-term and long-term strategies to yield the greatest results for your clients.
- What would your definition of success be for this project?
Every marketing agency will have experienced a time when a client’s expectation was different from theirs. Asking this question in your content marketing questionnaire will ensure that you are both operating from the same page and understand what expectations are for the project.
- Who is your target audience?
Effective marketing relies on your campaigns being put in front of the right people. This question will ensure that you understand exactly who you will need to be targeting to ensure that the project is a success.
- Have you worked on a marketing campaign before? What was your experience?
Finding out whether your new client has previously worked on a marketing campaign, either themselves or via an agency, will help you to understand what might have worked and where they could improve. It will also allow you to understand what they might not have liked about a previous agency, ensuring you can take steps to create the best working relationship possible.
- What is your budget for this project?
Marketing budgets differ greatly depending on the client and the campaign, so asking new buyers upfront what their overall budget is will ensure you can tailor your approach to meet their demands. It also allows your agency to set realistic expectations early in the project, boosting communication.
- What is your deadline for the project?
As well as finding out the client’s budget, you should also ask them what their deadline for the whole campaign is. This will allow you to build the campaign around this to guarantee the best results.
- Who are your competitors?
This question will allow you to see what is currently working within their industry and what consumers are reacting to.
- Who is the main point of contact?
Finally, it would help if you also had them confirm who the main point of contact throughout the project will be. This will ensure a smooth and efficient level of communication.
Use and design the marketing client onboarding questionnaire template
Are you looking to create a marketing client onboarding questionnaire but are not sure where to begin? Here at Hola Brief, we know how confusing it can be to start. That is why we have created a comprehensive digital marketing questionnaire template that you can download today.
This completely editable PDF will allow you to create the most in-depth document for your clients, helping you to save time and money and ensure the smoothest project possible. Our mission is to help you strengthen your relationship with your clients and give you complete peace of mind.
So, if you want to find out more about how we can help you, check our questionnaire today or get in touch with our team to find out more.
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