Template 報價表 客戶入職表單範本

客戶入職表單範本

客戶入職表單範本

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9
Questions
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Client Onboarding Form Template

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*
1.
Full Name
*
2.
Email Address
*
3.
Company Name
*
4.
Website URL
*
5.
Link to your current Instagram account.
*
6.
Which social media platforms should we manage?[多選題]
Instagram
Facebook
Twitter
Pinterest
LinkedIn
*
7.
Which package did you choose?
3 posts per week
5 posts per week
7 posts per week
*
8.
What types of content would you like?[多選題]
Your photos
Images
Client showcase
Offer / promotional
Tips
Questions
Facts
Statistics
Quotes
Results / proof of concept
Blog or article snippets (informational)
*
9.
Please list a few Instagram accounts that inspire you.
image result
Template instructions
客戶入職表單範本可協助企業和服務提供者在新社群媒體內容客戶入職時收集重要的客戶資訊。使用這個免費模板來簡化註冊、捕捉內容偏好並加快設置速度。

此模板包括姓名、電子郵件、公司名稱、網站、當前 Instagram 鏈接以及要管理的社交平台列表等字段。它詢問客戶註冊了哪個套餐以及他們喜歡什麼類型的內容(事實、統計數據、報價、圖像、促銷帖子、客戶展示等)。

該表單非常適合代理商、自由職業者和內部社交團隊,可以嵌入網站或通過鏈接共享並在移動設備或桌面上完成。回覆可以匯出為 PDF 並連接到流行的雲端工具,使入職變得高效且有條理。自訂表單設計以符合您的品牌,並透過整合自動化工作流程。

單擊“使用此模板”開始自定義並立即開始收集客戶響應。

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1

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2

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3

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