9 Questions to Ask Your Clients In The Discovery Process
The discovery process is all about getting to know your client and figuring out how you're going to work best together. This sets the tone for the entire customer relationship (no pressure or anything😅), so it's essential to ask meaningful questions that are going to help you in the long run. What do those questions look like? Let's get started!
How did you find our company (Instagram, Facebook, Google search, word of mouth)?
What's your preferred method of communication (i.e. phone call, text, IM, email)?
How often do you want to receive updates/reports?
Who's the primary contact for questions about [billing, customer service, operations, shipping]?
How can we exceed your expectations?
What are you most excited about our partnership?
What are your short and long-term goals as a company?
Who's your target audience?
Can you tell me about the previous person in this role? (This is our favorite one! Pay close attention to how they answer this question because it will give major insight on how the client-SMM relationship will look!)
Start with these questions and see where the conversation leads you! Take this time really start getting to know them, and their working style, and you both can adapt to each other.
Want to learn more about client relationship management, onboarding, and how to run a sustainable social media management business? Try our Booked Out Social Media Video Series!
