The Digital Marketing Questionnaire for Clients

Being an adept researcher is paramount for any SEO Company or PPC Agency.

Unfortunately, try as we might... we just can't seem to read minds or hire anyone with "Charles Xavier like powers."

To make sure you're asking the right digital marketing questions, every time a new client signs up, you'll need a great New Client Onboarding Plan and an amazing digital marketing client questionnaire.

But it's not just the agency that gets value out of answering these questions.

Often clients have never had to think about their business from the perspective of a digital marketer.  So the questions they answer can help them gain an even deeper insight into MKT & Advertising for their business.

This post will give you some great marketing questions to ask customers and can serve as your Client Questionnaire template.

All you'll need to do is key the questions into your favorite form tool to start collecting feedback.

What is a Marketing Questionnaire?

Simply put, questionnaires are research tools.  Similar to survey forms, marketing questionnaires help you gain insight & info about your customer's business.

While you could ask your clients questions over the phone, we have found it's better to send them the forms electronically, so they have time to think about their answers.

Asking marketing strategy questions helps onboard your new clients.

At MassConvert, we use a tool called PaperForm to easily collect the information needed to start the process of onboarding a new client.

The system also automatically triggers out an email to the client asking them to schedule their onboarding call when they complete their intake forms.  Having all of this automated using pDoc makes us look great and saves everyone a lot of time.

Your new client onboarding call is where all the magic happens! 

Before the onboarding call, you'll need to review your client's responses provided on the form you created,  and plug any additional information gathered from previous conversations into the questionnaire template.

You'll be discussing the answers your clients provided on their questionnaire during their onboarding call.  This discussion must be done in a manner that is fluid and allows the client to talk (which means they should be talking more than you!)

Remember, a questionnaire's point isn't to get what pops into a client's mind on paper.  It's to get them really thinking about things from a marketing perspective.

Before you send a marketing questionnaire, remember this.

This is your time to shine!

Asking the right questions does more than help develop your strategy; it also helps your clients feel at ease, knowing they are in good hands.

If you are a PPC management company, you'll want to position your questions around things like their conversion goals, advertising preferences, landing pages, and target markets.  While many questions a PPC manager asks will be different than those a local lead generation specialist asks, some of the questions will still be the same regardless.

Things to remember before asking strategy questions or sending a questionnaire:

• Be personable, don't just fire off questions or read a client's answers back to them. It's boring and robotic.
• Don't waste your client's time! If they have already provided information during a previous call or email, you shouldn't ask it again (unless you need further clarification).
• Keep it short.  If a question requires paragraphs to answer, it should be asked over the phone.
• Be transparent with the client and let them know that taking the time to answer the questions fully will help you better understand their company and improve their campaign success.

Although we break up the questions into a few different groups, you shouldn't ask them all in order.  If you let the questions come out naturally, your clients will end up answering some of the questions without you even asking.