Description
This 17-page PDF includes all of the information you’ll need to create a great client experience, strategy and to get started with management! This is the questionnaire I send to all of my clients when they first sign on for any social media service. It asks them questions about all parts of their business including:
- Start Dates
- Business & Goals
- Characteristics
- Tone
- Marketing
It also provides some fillable spaces to input your business information as well as copy you can edit (with a PDF editing program) as needed outlining:
- Confidentiality
- Holidays & Vacation
- Communication practices
- Payments
- Referral Program
- Contact Information
Brittany Harpin –
This Client Onboarding Workbook brought everything together for me! It’s thorough and effective at gathering everything I need to know from new clients in one shot. Such a time saver!
Nikki Ince (verified owner) –
Having the New Client Workbook to go through has been extremely helpful and has made me feel more confident in the client onboarding process. It is good to have a professional-looking questionnaire to send to clients with all the details that you need. A must for any new social media manager.