Onboarding Questionnaire Name * First Name Last Name Company Name * 1. What is your purpose on social media? 2. What are your brand's objectives? 3. What do you hope to achieve using social media? How will you know you've achieved it? 4. What's the biggest barrier to your success on social media? 5. How does social media fit into your growth plan? 6. Audience: Describe your target audience. Who are they? 7. Audience: What social platforms do they use? 8. Audience: What issues matter to them? 9. Audience: How do you want to engage with them? 10. Audience: What social listening have you done? What does your audience say about you? 11. Audience: Who else (brands/celebrities/people) does your audience engage with? 12. BRAND VISION: Describe your brand voice. 13. BRAND VISION: What tone should social media updates have? 14. BRAND VISION: What is the main message your brand is trying to communicate? 15. BRAND VISION: What makes your brand different from others? 16. BRAND VISION: Why do people choose you over your competitors? 17. BRAND VISION: What’s your brand vision? 18. CONTENT: What resources do you have available for content creation? 19. CONTENT: What is your workflow process for content from inception to publication? 20. CONTENT: What sign-offs do you require? 21. CONTENT: How often do you want to publish new content to your profiles? 22. CONTENT: How does social media tie in with your offline campaigns? 23. CONTENT: What type of content does your audience respond to best (if known)? 24. CONTENT: What type of content do you want to create for your audience (images, video, quotes, blog posts, etc.)? 25. CONTENT: What message are you trying to send with your content? 26. CONTENT: How do you use user-generated content in your campaigns? 27. CONTENT: What holidays does your client want to observe? 28. SOCIAL PROFILES: What profiles do you have and on which networks? 29. SOCIAL PROFILES: Are you looking to expand onto new networks? 30. SOCIAL PROFILES: Are you looking to narrow your focus to fewer networks? 31. SOCIAL PROFILES: Do you want to provide customer service on social media? If so, on which platform and from which profile? 32. TECH AND ANALYSIS: What tools have you used to manage your social media profiles until now? 33. TECH AND ANALYSIS: How do you intend to measure return on investment? 34. TECH AND ANALYSIS: What is working for you (and not working) right now? 35. TECH AND ANALYSIS: How does social media fit into your sales funnel or buyer’s journey? 36. TECH AND ANALYSIS: What have you tried in the past? 37. TECH AND ANALYSIS: Have you got any tracking pixels installed on your site? 38. PUBLIC RELATIONS: If you could read one headline about your company today, what would it say – and where would it be? 39. PUBLIC RELATIONS: Do you have any existing connections or relationships with media outlets? If so, who are they? 40. PUBLIC RELATIONS: What is the purpose of PR and media relations for your organization? 41. PUBLIC RELATIONS: What is the frequency at which you would like to release press releases and media alerts? 42. PUBLIC RELATIONS: What are your metrics for PR and media relations success? 43. PUBLIC RELATIONS: How many media pitches would you like for us to send out each day? 44. PUBLIC RELATIONS: id these press releases result in any published stories? If so, please list when and where these stories were published. 45. PUBLIC RELATIONS: When these stories were published, did you see an increase in leads or calls after the story ran? If so, how did you see an increase? (online web traffic, emails, calls, etc) 46. PUBLIC RELATIONS: Would you say that your previous PR initiatives have been successful? Why or why not? 47. PUBLIC RELATIONS: Please describe how you currently send information to the media (email, newswire distribute, etc.) 48. PUBLIC RELATIONS: Will you post company news and press releases on your website? 49. PUBLIC RELATIONS: What publications/media outlets are the most important to you currently? 50. PUBLIC RELATIONS: What is your media market? (i.e. local, national, international) 51. PUBLIC RELATIONS: How important is traditional press coverage to you? (i.e. magazines, newspapers, etc.) 52. PUBLIC RELATIONS: What media outlets have you not been able to land but would love to see a placement? 53. PUBLIC RELATIONS: Who will be the “face” of the company/organization? 54. PUBLIC RELATIONS: Do you currently have “bad press” that needs managing/scrubbing? 55. EXPECTATIONS: What reports do you want to see and how often? 56. EXPECTATIONS: What do you expect from us as your account manager? 57. EXPECTATIONS: Who is the person we should contact? 58. EXPECTATIONS: How much oversight and control do you want to have? 59. EXPECTATIONS: How much input do you want to have into campaigns? Thank you!
