How to Onboard Social Media Marketing Clients

Whether you're a social media marketing consultant, freelancer, or an agency taking on a new client, the appropriate transfer of assets and critical information about how to promote online is essential.

The time to answer questions and address concerns is during onboarding. It may also be the most time-consuming component of the relationship because you're simply getting to know your new client. You'll need to learn about their goods and services, objectives, brand, brand voice, and logins, among other things.

Without a clear process in place, you'll be going back and forth to gather information. This list will tell you exactly what social media assets you'll need to ask your customers for, what you'll need to obtain from them, and what questions you should ask in order to successfully manage their social media presence.

1. Access to all Accounts

You will need website addresses or links to their digital accounts, think website, social platforms, google folder (if you are sharing assets), etc.
For some accounts you will need the logins and passwords. Other accounts allow for the creation of an Admin to manage the account and run ads. You will also want to store this information security.

2. Company Information

This includes the company name, brand names, logos, brand colors, fonts. You will also need the address and phone number in case you are creating any platforms from scratch. Also, ask for templates or Canva templates to be shared with you.
Images should be sent in all file formats from png to jpg to psd and so on.

3. Product and Consumer Information

This is when we get into the nuts and bolts of the business and consumers. The more you can learn about you client, the better your content will be.
Some common questions to ask:


What products/services do you offer?
Are there promotions/deals?
Is there a seasonality to your products?
Are there new products/offers launching soon?
Who/where is the target market?
What does your ideal customer look like?
What is the customers pain point? What solutions do you offer?
What marketing tactics have you tried? What worked? What didn’t?
If your company or brand was a person, what would it sound like? Tone?
Tell us about you. Hobbies, family, pets.
Why did you get into this business?
What is most important about your offering?
What topic is off limits?
What brand/service will the SMM being handling?

The first thing you should do after establishing a business relationship is to have your client complete a social media questionnaire. This will allow you to better understand your customer's history, objectives, budget, and more when it comes to social media. As a result, you will be ready to start creating engaging content.

Ready to outsource your social media? Contact Ranalli Marketing at info@ranallimarketing.com to schedule a call.