Questions We Need You to Ask Your Clients for Onboarding
The first step in the MixBloom process is to gather essential details about your client. This information helps us craft social media content that aligns with their brand and resonates with their audience.
Client Information
- What is the client’s name?
- Example: Acme Inc
- Website URL:
- Brief Overview of the Client:
- What does the client do?
- Where are they located?
- Who is their target audience? (B2B or B2C)
- What is the job title of their typical customer (if relevant)?
Social Media Goals
- What are your social media goals for this client?
- Example: Increase engagement, drive website traffic, grow follower base.
Competitors
- Who are the client’s main competitors?
- Example: ABC Inc, XYZ Inc
Content Preferences
- Are you ok with us sharing relevant, reliable, third-party content for this client?
- If yes, do you have any preferred sources?
- Do you have any hashtags that you would like us to use?
- Example: #MarketingTips, #BusinessGrowth
Client Assets
- Do you have any client assets (logo, brand colors, guidelines, photos) that you can share with us?
- Please provide a link to a Google Drive or DropBox folder here:
- Example: https://example.com
Scheduling and Posting Preferences
- What is this client's timezone?
- Example: Select from options (e.g., EST, GMT, PST)
- What days of the week should we publish content for this client?
- Example: Monday, Wednesday, Friday
- How many posts should be published each day?
- Example: 1 post per day
- Within what time range should we publish content for this client?
- Start Time: 08:30
- End Time: 18:30
Approval and Communication
- Will you need to approve the content we create for you?
- Yes/No
- Which email addresses should receive emails from MixBloom?
- Example: support1@mixbloom.com (Separate multiple recipients with a comma)
Additional Information
- Any other important notes or information you want to add?
- Example: Client prefers content to focus on educational themes.
By gathering this information, you’ll ensure that the MixBloom team has everything they need to deliver high-quality content tailored to your client's needs.