Social Media Audit

I'm creating a survey to asses financial clients' use (or lack of) Social Media. What would you ask?

Permalink Reply by Gary Kliewer on October 29, 2009 at 1:31pm: Whether they are on LinkedIn AND which groups they participate in.
Whether they understand Twitter and use it for business (tricky to word that question)
Whether they use Facebook for business AND whether they maintain a fan page or host a group
What financial blogs do they follow

I'd like to see what you end up using! Cheers,
Gary; ▶ Reply to This

Permalink Reply by Gabe Chesman on October 29, 2009 at 5:15pm: Thanks, Gary. I'll keep you updated.; ▶ Reply to This

Permalink Reply by Marcus Westling on October 29, 2009 at 2:23pm: A few ideas:

1) what are they using social media for: broadcast information, engage in dialogue, respond to complaints, etc.

2) who/what department is in charge of it: marketing, customer service, comms, etc.

3) how do they track results/measure success: increased hits, sales, satisfaction surveys, etc.; ▶ Reply to This

Permalink Reply by Gabe Chesman on October 29, 2009 at 5:17pm: Good points Marcus but what if they aren't using social media yet?; ▶ Reply to This

Permalink Reply by Marcus Westling on October 29, 2009 at 5:31pm: Good point, I guess the obvious question is why aren't they, is it lack of senior management buy-in/leadership, lack of training/experience, fear of consumer/customer backlash, etc.

There was an article I came across recently that touched on this, will try to track it down and send it to you.; ▶ Reply to This

Permalink Reply by Marcus Westling on October 30, 2009 at 5:52am: Here you go, might have some ideas for you:

http://blogs.harvardbusiness.org/cs/2009/10/social_media_policy.html; ▶ Reply to This

Permalink Reply by Gabe Chesman on October 30, 2009 at 11:12am: Perfect! Thanks Marcus. I owe you one.; ▶ Reply to This

Permalink Reply by Gary Kliewer on October 30, 2009 at 2:40pm: Smart and clear policies here. Thanks Marcus, I'm sharing this too.; ▶ Reply to This

Permalink Reply by Ben Richards on November 3, 2009 at 9:24am: Hi, this article I wrote might be of use:

http://www.ry.com/files/pressmention/11829/Sept2009_EthicalPerforma...

I think, to follow up on the points below, that social media needn't be a proactive thing - monitoring and listening is an important first step to participating. This way, you can invest resource in the most appopriate way - eg, rather than getting your staff to Tweet, it might be a better use of their time to encourage them to watch for references to the company on twitter, facebook etc...; ▶ Reply to This

Permalink Reply by Brad Ewing on November 10, 2009 at 2:55pm: Did you get the survey out? Any feedback yet?; ▶ Reply to This

Permalink Reply by Gabe Chesman on November 12, 2009 at 11:09am: The survey isn't out yet but should be operational soon. Oddly enough, some clients weren't interested.; ▶ Reply to This