Client Onboarding Questionnaire

Help us understand your brand, goals, and social media needs.
This usually takes about 5–10 minutes.

Business Information

Company Name *

Company Website

Contact Email *

Phone Number

Social Media Platforms

Which platforms would you like us to manage? *

Facebook Instagram TikTok LinkedIn YouTube Google Business Profile

Facebook Business Page URL

If you have a Facebook Business Page, paste the link here.

Content Preferences

Do you have a content calendar or posting schedule in mind?

Yes No Open to suggestions

Are there specific hashtags you'd like us to use?

Are there any topics, competitors, or content you want us to avoid?

Should we post on federal holidays?

Yes No Some holidays

Are there any holidays you'd like us to avoid?

Would you like us to post about business milestones or holidays?

Yes No

e.g. business anniversary, grand opening, seasonal promotions

Branding

Brand Colors

List your primary and secondary brand colors, with hex codes if you have them.

Upload Branding Guideline / Logo

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Drag & drop or click to upload

Accepts PDF, PNG, JPG, SVG, AI, EPS, ZIP (max 15 MB)

What type of images should we use in your content?

Stock photos Real photos from your business Graphics / designed images Videos / Reels Mix of all

Target Demographic / Audience

Ad Goals & Budget

Inspiration Accounts

These help us understand the tone and style you're going for.

What are your social media / advertising goals?

Brand Awareness Lead Generation Website Traffic Sales / Conversions Engagement (Likes, Shares, Comments) App Downloads Event Promotion Retargeting Other

If other, please describe your goal(s) below:

Monthly Advertising Budget

Under $500 $500 – $1,000 $1,000 – $2,500 $2,500 – $5,000 $5,000+ Not sure yet

Describe your target audience in detail

The more detail you provide, the better we can target your ideal customer.

Is there anything else you'd like us to know?

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Thank you!

We've received your onboarding questionnaire. Our team will review your answers and reach out shortly to schedule your onboarding call.

📁 Two quick uploads needed

Please use the links below to securely share your assets with your social media manager. No Dropbox account needed!

📸 Upload Photos, Videos & Brand Assets → 🔐 Upload Usernames & Passwords →

You can return to these links anytime to add more files.