Our Favorite Question To Ask Potential Client In a Discovery Call
How great is it when we have a social media management client that we perfectly gel with? 🤩
However, we can't get there without a discovery call. More so, an effective client discovery call! In order for your discovery call to be actionable and effective, we need to be sure to ask the right questions that will not only help us get to know them and their business but also will tell if we will work well together in the long run!
We won't say that there is only one question that will sum up you're entire working relationship together; however, we do have a question we ALWAYS ask because it has become such a good way to gauge potential clients.
So, what is it you ask? → Can you tell me about the person that was in this role previously?
How they answer this question will be a huge insight into what it would look like for you in this role. For example, if they answer with a very negative and general answer but can't give any of the real details about why the partnership didn't work out, it's probably going to be a tough client. On the other side, if they give you enough context to understand why it wasn't a good fit or why it ended, and mention their expectations and how they communicated those expectations...definitely a green flag!
If their answer is still a little more general, try these follow-up questions:
→ What were their strengths & weaknesses?
→ What ended the partnership?
→ Is there anything you want the next person in this role to do differently?
Make sure you have a pen in hand while asking this question and ensure to write down the details of their answer because you won't want to miss it. Additionally, here are a few more discovery call questions that can be helpful beyond this one!
What to ask in a Discovery Call:
Can you tell me a bit about your business and what you do?
Can you tell me about your current marketing efforts?
Who is currently running your marketing efforts? (i.e. freelancer, in-house, self)
Who is your target audience?
What social media platforms are you currently active on?
How long have you had these accounts?
Are there any platforms you are thinking of adding or interested in learning more on?
What’s working well for you on social media right now?
What challenges are you facing with your social media efforts?
What are your primary goals for social media (e.g., brand awareness, lead generation, sales)?
Are there any specific metrics or KPIs you want to focus on?
Do you have any upcoming campaigns, launches, or events you’d like support with?
How would you describe your brand’s voice and tone?
What kind of content resonates best with your audience?
Are there specific competitors or accounts you admire?
How hands-on do you want to be with your social media?
Are you open to being in content?
Is your team open to being in content?
Do you have internal resources like designers, photographers, or copywriters, or would you rely on me for those?
What's your preferred method of communication (i.e. phone call, text, IM, email)?
How often do you want to receive updates/reports?
What would success look like for you after 3, 6, or 12 months of working together?
