Here is a feefo toolkit that can be used to promote your award-wining status. Remember to get approval for any promotional material and shout if you need help.

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Please find an updated version of the right advice brochure. Changes include the 2020 Feefo award that we collected in January. We are currently considering the personalisation of this brochure to support online sales. Please email mark.ninnim@financeplanning.co.uk if you would like to be considered for this.

Following on from the validation workshops, we will be providing you with a library of virtual backgrounds that you can use on Zoom. This is a great opportunity to give your online presence a professional feel.

Here are some of our tips for getting the best out of a web meeting with your clients.

Look into the camera while speaking

During an in-person interview, maintaining eye contact with your client is a sign of confidence and respect. Video chat makes this a bit different, because if you were to look them in the eye on your screen, it may not look like that on their end. Instead, look into the camera as you are speaking. This creates the illusion that you are looking at them rather than yourself or the screen.

Choose a professional background

When setting up your computer, choose an area that is tidy and free of clutter. Make sure your background is sparse rather than busy. Setting up in front of a blank wall or will give your new virtual background the best chance of working. Alternatively, if you decide to use a room environment, ask yourself if this is the image you are happy to portray.

Right click and save as in order to download.

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FIND A BRIGHTLY LIT ROOM

Your client needs to be able to see your body language and facial expressions during your Zoom interview. Choose a room with good lighting, so they can easily see you. Setting your interview space facing a window that lets in a lot of natural lighting is a great way to make yourself more visible. Setting up with a window behind you can cast shadows on your face and make you appear to look like a silhouette.

PICK A QUIET SPACE

Choose an area that is quiet and free of distractions. This way your client can direct their full attention to what you have to say. A room where you can shut the door is an ideal space to interview. Limit other noises by closing windows and turning off your music or the television.

SILENCE YOUR PHONE

Before your Zoom interview, silence your phone and put it away. This way, you can focus on the interview rather than a text message or phone call.

MAINTAIN YOUR FOCUS

While your client is speaking, keep your focus on the screen. Like you would in an in-person interview, show them that you are paying attention to what they have to say through active listening. You can do this by affirming what they say, nodding as they speak and asking questions based on what they say.

TURN OFF NOTIFICATIONS

Along with turning off your phone, you should also turn off any notifications on your computer. Closeout of any social media websites or anything else that could become a distraction. Set the Zoom meeting to full screen so that your client is the only thing you can see.

USE A LAPTOP OR COMPUTER

Although Zoom has a mobile app, it’s better to use it on a desktop computer or laptop. Having your computer on a table creates a more stationary view of yourself while holding your phone in your hand could cause camera shake. Your computer camera also gives the client a better view of yourself and tends to come in clearer.

CHARGE YOUR LAPTOP

If your interview space doesn’t have an outlet, make sure to fully charge your laptop before your meeting. Ideally, you should choose a spot where you can leave your laptop plugged in during the entirety of your interview. This way, your device can last throughout a lengthy conversation.

UPDATE YOUR COMPUTER

Get the newest edition of Zoom prior to your meeting. Likewise, also do a full system update on your computer well in advance. If you were to accidentally click on the install update notification during your meeting, this could cause your computer to restart mid-interview. By doing these updates a few hours before the interview, you can ensure your device is at its best.

Use the mute button

Zoom has a feature where you can mute your audio. This is a great feature to use while your client is speaking for long periods. While using the mute button, they cannot hear anything on your end. This is useful when there are loud sounds in your household such as dogs barking or children playing. Keeping yourself on mute as they speak can help your client feel more focused on what they want to tell you.

FIND A GOOD INTERNET CONNECTION

Prior to your Zoom interview, make sure you have a strong internet connection. Test out your connection where you plan to sit during your interview. If you can stream video or Zoom with other people, then you are likely to have a solid connection during your interview.

COMMUNICATE WITH YOUR HOUSEHOLD

If you live with other people, let them know when and where you are interviewing. Right before your meeting starts, remind them to give you space and keep a quiet volume until you are done. It is best that those you live with remain in a separate room than you, so you can stay focused.

WEAR PROFESSIONAL ATTIRE

Dress exactly how you would during an in-person interview. This means you should wear your nicest business attire.

KEEP YOUR SCREEN CLEAR

In the event that you need to use the screen share option, it’s a good idea to close out of everything on your desktop before your interview. This can also prevent video or audio from suddenly playing in the background. Closing out of all websites may also help your Zoom call load more efficiently.

PRACTICE USING ZOOM

Get to know Zoom and all of its capabilities. Test out the software by having video chats with friends, colleagues and family.

Here is a feefo toolkit that can be used to promote your award wining status. Remember to get approval for any promotional material and shout if you need help.

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The Jargon

Organic – In social media, organic is a term for traffic that hasn’t been paid for.
Organic reach – Organic reach is the number of unique people who have seen your post on their newsfeed. Engagement – In social media, an engagement is when someone performs an action such as liking, commenting, sharing or clicking on a post.
Organic engagement – This is non-paid for engagement.
Content – Content is the main bulk of what makes up a social media post; be it a blog, image, video or link, it’s a piece of information that is valuable to your followers/audience.
Reach – Reach or ‘total reach’ is the number of unique people who have seen your social media post or advert. Share – A ‘share’ on social media is a type of valuable engagement where someone will share your post to their own followers or network.
Demographics – In social advertising, ‘demographics’ is a way to target your adverts to people using socioeconomic characteristics of a population expressed statistically, such as age, sex, education level, income level, marital status, occupation, religion, birth rate, death rate, average size of a family, average age at marriage etc…
Placement – In social advertising, a ‘Placement’ is where the adverts will actually appear. For example, if Instagram is selected as a placement it means that your adverts will show on the Instagram platform.

Intro

Social media advertising can be a great way of getting your business and content out there in front of your audience, especially on Facebook. Why Facebook? Well it’s the biggest social media network in the world and combined with Instagram, it’s a powerful platform that businesses can leverage. There are many types of different adverts you can run on Facebook but this cheat sheet is going to focus on the most accessible and basic type… the boosted post.

What is a boosted post?

As you know, on your company page you post updates and posts and these updates will appear on the news feeds of the people who follow your company page. However, Facebook will organically only show your company updates to a small part of your audience. This is all down to Facebook’s algorithm. Due to so many other advertisers and companies trying to compete for space on people’s news feeds, Facebook decided to limit the number of organic reach posts can receive once they have been posted. This is where boosted post adverts come in. Boosted posts allow you to pay money to show the post to your entire page following or to an audience of people you have built.

Step by step guide

Before you start, it’s important to know that there are two different ways to boost posts in Facebook. You can boost directly from the post on your company page using the express advert creator and you create a boosted post within Facebook’s advert manager. This cheat sheet is a guide to using the express advert creator.

1. First things first, to boost a post you need to have a company page set up. You can do this quite easily on Facebook through your own personal profile. If you click on the drop down arrow next to the question mark in the nav bar and click create page from the drop down menu, you can easily run through the guided process. If you already have a company page, that’s great!

2. So why exactly are you boosting a post? It’s a good question, that often, a lot of businesses don’t have an answer for. It’s important to have a goal in mind when you run any sort of advertisement and boosting a post is no exception. Once you have an objective, you can create a piece of content around that objective rather than just boosting random posts. Do you want to create awareness for your business? Get people to go to a certain page on your website? Get people to watch a video?

3. Boosted posts work best when you use a post that is already performing well organically. This is because if your organic audience finds it engaging then the audience you boost it to will also more than likely engage with it. So when you are deciding on which post to boost, think about current engagement levels on the post; if it’s high then you will probably get good results from boosting it. If you have yet to create the post, have a look at what type of posts already have high organic engagement and create something similar.

4. Once you have chosen the post you would like to boost, you should see the blue boost post button underneath your selected post. Click the button and you will be presented with the express advert creator. You will see that the screen is split into two sections. On the left side is where you can edit all of the options and on the right is the preview of what your advert will look like.

5. Start from the top left and work your way down each section of the advert. The first part is to set what results you would like from the post, so setting your main goal. There are 3 main types of objectives: – Website visits – this type of boosted post will encourage people to go to your website or a landing page – Engagement – this type of boosted post will prioritise likes, comments, video views and shares on the post. – Messages – this type of post will prioritise starting conversations with potential customers over Messenger.

6. Next you will be given the option to choose a button for your post. If you are directing someone to take an action then this is a must have on your post, especially if you are sending someone to your website. If you are trying to get more share or engagement on an image or video, you may not want to use a button.

7. Now, it’s time to build your audience. This is probably the most technical part of creating an advert but the express editor holds your hand throughout. It’s also the most important part of your advert build as if you don’t choose the right audience, you may be wasting your money promoting your business to the wrong people. Take your time on this section. You have 5 options to choose from when building your audience: – People you choose through targeting – this is the most customisable option and you can choose everything from gender, age range, location, demographics and interests that your audience may have. There is a handy dial which shows you how defined your audience is so try and keep it right in the middle. – People who like your page – this will simply show your advert to people who currently follow your page. Bear in mind that if you have quite a small following, this option might not yield high results. – People who like your page and their friends – this will show your post to people who follow your page and will also appear on their friends’ news feeds. This is useful to broaden your audience. – People in your local area – this is a good objective if you are a local business and want to specify an area to target. Facebook will recognise your local area from your company page and you can change the radius size around your location. – Custom audience – if you have previously built an audience in Facebook and saved it, you can use it again by selecting custom audiences. Finally, you should see a checkbox that says ‘run on Instagram’ – it’s up to you whether you want to run the boosted post on Instagram, the positives are that you will increase your reach by using Instagram as a placement.

8. Next you have to specify your budget and duration of the boost. There isn’t a right or wrong amount on Facebook: the more money you spend, the more people you will reach. You can choose your own budget or pick one of the preset amounts. There is a handy estimate of how many people you could potentially reach which gives you a good indication of how the advert will perform. If you decide to run the boost over multiple days then your overall budget will be split on a daily spend, so keep that in mind.

9. Once you are happy with all of the details, take a look at the preview window and check that the boost looks like it should do. You can view it on desktop and mobile. When you are ready to go, you can click the boost button and after Facebook has reviewed the post (normally within an hour), your boosted post will be live! Keep an eye on the performance of your boost throughout as if it’s not getting the results you want then you might be wasting your money on this piece of content and need to try a different post to boost. It can be trial and error to begin with when boosting your content but if you keep at it you should be able to find a winning type of content that gets you the results you want.