50+ Onboarding questions for digital marketing agencies

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Do you want to develop a more effective digital marketing strategy? Try asking your digital marketing questionnaire for customers. Thanks to these basic questions, you can understand the client's expectations and needs. This way, you can develop the necessary strategy to address these expectations and needs.

In this article, we talk about what an onboarding question is and the advantages of onboarding questions for your agency. Keep reading our article. You can see more than 50+ examples of onboarding questions that digital marketing agencies can use to collect client information about data of the company's existing or new customers.

What is an onboarding question?

Onboarding questions are questions companies ask to understand customer and employee experiences, goals, or preferences during onboarding.

Customer onboarding survey questions are crucial to developing an effective digital marketing strategy. In line with the onboarding feedback questionnaire, you can create a more effective marketing strategy and provide more appropriate products or services.

Advantages of onboarding questions for digital marketing agencies

Onboarding questions are crucial in integrating digital marketing efforts with your marketing and sales strategies. They help in setting expectations, needs, and preferences. There are lots of advantages of onboarding questions for digital marketing agencies. You can find some of these advantages below.

It lets you know your business's goals, needs, target audience, market position, and competitors. So, you can develop your digital marketing strategy with customer expectations in line with this data.
You can learn about your customers' communication preferences and build a strong communication foundation through questions. It allows you to develop a more robust and more collaborative partnership.
You can obtain information about your customers' priorities and difficulties. Understanding these difficulties and priorities is essential to managing your marketing plan within this framework.
Obtain information about the budget and resources they allocate through the questions you ask your customers. This information forms the basis for efficiently using the funding and resources and creating effective campaign planning.
You can collect information about your customers' main competitors in the industry. Thus, you can improve the position of businesses in the market and help them gain a competitive advantage.
You can get an idea about your customers' previous successes and failures by asking them about the digital marketing campaigns they have experienced before.

💡You can also develop effective social media strategies by asking questions through social media client onboarding questionnaires about their presence on social media platforms.

50+ Insightful onboarding questions for digital marketing agencies

Digital marketing client onboarding surveys allow you to gain insight into your customer's needs, goals, and ideal customer profiles. You can develop a marketing strategy that suits customer needs and preferences with the right questions. Below, we have prepared question examples to collect data in different areas that will allow you to create an effective digital marketing customer survey:

General onboarding questions

An onboarding questionnaire is crucial for gathering information about clients for a digital marketing agency. The questions include those that allow you to build a better relationship with your clients and adapt your strategies to the client's needs. Below, you can find a list of questions for digital marketing agencies.

1. Can you give an available description of your business and industry?

2. Who are your main competitors?

3. How do you differentiate from your competitors?

4. How would you describe your company's culture and values?

Innovative
Collaborative
Customer-focused
Results-driven
Open communication
Quality-driven

5. Who is your target audience

6. What are your target’s demographic characteristics?

7. What digital marketing channels have you used?

Social media advertising
Search engine optimization (SEO)
Pay-per-click (PPC) advertising
Email marketing
Mobile marketing
SMS marketing

8. What were your results in the digital marketing channels you used?

9. How do you currently measure the success of your digital marketing efforts?

10. Are there any particular challenges or problems with your current marketing strategy?

11. What is your preferred timeline for achieving your goals?

One year
Two years
Three years
Five years
Ten years

12. What metrics will you use to measure success?

13. Do you have any special reporting requirements?

14. How do you intend to integrate our digital marketing efforts with your marketing and sales strategies?

15. How often would you like to receive status updates?

Daily
Weekly
Monthly
Quarterly
Only when there are significant changes

16. How did you hear about our digital marketing agency?

On the internet
Social media
Referral from a friend or colleague
Advertisement
Attended an event or conference
Other (please specify)

17. Is there a specific region or target audience you want to focus on?

18. What social media platforms is your business currently active on?

Facebook
Twitter
Instagram
LinkedIn
TikTok
Other (please specify)

A question about onboarding survey

Questions to collect client data

Questions to collect client data help you understand your client's goals, expectations, and preferences. Understanding and collecting this data can be the starting point for the digital marketing agency to develop targeted strategies. Here are some client questionnaires to help gather essential client data:

19. Who is your business's ideal customer profile/target audience?

20. What are the strengths and weaknesses of your business?

21. What makes your business unique from the competition?

22. What is the founding story of your business?

23. What is your vision for the future of your company?

Expanding into new markets and industries
Creating a solid brand identity and reputation
Increasing profitability and financial stability
Building strong partnerships and collaborations
Becoming a socially responsible and ethical company
Providing top-notch customer service and satisfaction

24. When did you start your business?

25. Why do you love what you do?

26. What do you think is essential for your business?

Effective marketing strategies
Strong financial planning
Customer satisfaction
Innovative ideas
Adaptability to market changes
Effective communication

27. How do you see your business's current position and future?

28. What is your source of motivation that excites you when you come to work every day?

29. What is your brand tone and communication style?

30. Do you have existing brand guidelines or style preferences?

31. What products or services does your business offer?

Consulting services
Software development
Marketing services
Web design and development
Graphic design services
Social media management

An onboarding question to gather client data

Questions to collect company data

By asking questions to collect company data, you can obtain information about its competitors, goals, difficulties experienced, and areas in which it operates. These basics give you the advantage of creating a customized and effective digital marketing strategy. Below are sample questions you can ask about collecting relevant company data.

32. What is the primary purpose of your digital marketing campaign?

33. What are your business's short-term and long-term goals?

34. Do you have any particular expectations or concerns about our collaboration?

35. Who are your company's main competitors in the market?

36. What are the biggest challenges facing your business?

Increasing competition in the market
Economic uncertainty and fluctuations
Rapidly changing technology and digital transformation
Maintaining customer satisfaction and loyalty
Balancing short-term and long-term business goals
Managing supply chain disruptions and logistics challenges

37. What are the common problems your customers face?

38. What is your procedure for handling an online customer complaint?

39. How is your sales process structured?

40. How are your potential customers currently finding your product or service?

41. What makes your customers buy your product or service right now?

Limited Time Offer
High Quality
Positive Reviews
Trust in Brand
Personalized Experience
Good Value for Price

42. Have you implemented any digital marketing strategy before?

43. What is your budget range for digital marketing initiatives?

Less than $500
$500 - $1000
$1000 - $2000
$2000 - $5000
$5000 - $10000
More than $10000

44. What are the specific products or services you want to promote through digital marketing?

45. Who is an inspiration for your business?

46. What differentiates your business or service from competitors in the market?

47. Are there any upcoming product launches or essential company events?

48. Do seasonal factors affect your sales?

Yes, seasonal factors can have a significant impact on sales.
No, seasonal factors do not affect sales.
It depends on the industry and type of product sold.
Seasonal promotions and marketing strategies can boost sales during certain times of the year.
Weather patterns and holidays can also play a role in seasonal sales fluctuations.

49. What is your approach to client relationship management and customer service?

An onboarding question to gather company data

New client onboarding questions

You can ask new client onboarding questions to get to know your customers through the new client onboarding questionnaire template. So, you can access basic information such as your clients' business information, contact information, and communication preferences. Here's a set of new client onboarding questions that you can use to gather comprehensive data for a digital marketing agency:

50. What is your business address?

51. What is your business' billing information?

52. What is your business' contact information?

53. What is your preferred form of communication?

Email
Calls
Meetings
Chats or messaging apps

54. Who should we contact to contact your business?

55. Should we read any documents to understand your business better?

56. Who makes decisions in your department?

Department Head
Team Leader
Director
Board of Directors
Collaborative Team

57. How do you manage passwords for your company profiles?

58. Do you have a crisis communication plan?

59. What were your past onboarding experiences with other agencies?

A question to ask new client

How do you create one easily? (in 5 steps)

You have learned the best onboarding questions for digital marketing agencies. Now, it’s time to learn how to create an onboarding questionnaire in the forms.app.You can complete an effective marketing survey following the five steps we prepared below.

Step 1: Log in or create an account on forms.app

To get started, you need to log in to the forms app. If you do not have an account, you can easily create one for free using your email, Google account, or Apple account.

Log into your account

Step 2: Select a template using forms.app AI or start with a blank form

Once logged in, click the ” Create a form” button to initiate creating a new form or choose one of the ready-made onboarding feedback questionnaire templates. You can also use forms.app AI to develop forms that align with your specific needs and goals.

Choosing a starting option

Step 3: Add your questions

You can ask your clients general onboarding questions, questions to collect client data, company data, or new client onboarding questions. Using a combination of onboarding question types increases the effectiveness of your survey. It helps you understand your participants’ views more comprehensively. You can use the template as it is or customize it by adding and modifying open-ended questions.

💡Thanks to the rewrite with AI feature offered by forms.app, you can change your questions and create options for these questions.

Add questions to your onboarding survey

Step 4: Customize your form design

Once you have added all the questions, you can easily select a theme and change colors. You can enrich your form images, a logo, and a cover. You can tailor colors, fonts, and overall design tools to create a survey that mirrors your digital marketing agency's identity. Additionally, you can choose a new background image and a view type.

Customizing the design

You can use sharing options to distribute it to your target client company by utilizing various sharing options provided by forms.app. You can share your survey on popular social media platforms like Facebook, Twitter, LinkedIn, and WhatsApp. Additionally, You can embed your survey on your website and generate QR codes for easy access.

Once gathering sufficient data, you can take advantage of forms.app’s features like statistics and filters for analyzing survey responses. Analyzing the survey results will aid in crafting a digital marketing strategy that aligns with client expectations, preferences, and needs.

Share your onboarding survey

Conclusion

Onboarding questions for digital marketing agencies help you offer a strategy that suits customer experience, needs, and expectations. We have listed the must-ask questions you must include in your survey for your digital marketing agency to succeed. In this article, you can also find information about the onboarding questionnaire, its advantages, and how to create it via forms.app.

Now that you know what an onboarding questionnaire is and know how to create one step-by-step, take action now and create yours today!

Işılay Kırbaş

Işılay is a freelance content writer and is passionate about advertising. She specializes in marketing strategies, survey types, and program management, and enjoys reading and writing.