Social Media Management Onboarding Form

Contact information

Business name*

Contact person full name*

Email address*

Phone number*

Website URL*

Instagram handle*

Facebook page link*

TikTok handle*

Business location*

About your business

What does your business do?*

What products or services do you offer?*

How would you describe your business in 1 to 2 sentences?*

What makes your business different from competitors?*

How long have you been in business?*

Target audience

Who is your ideal customer?*

What age group do you target?*

What location do you mainly service?*

What problems does your business solve for customers?*

Social media goals

What are your main goals for social media?*

What services or products do you want to promote right now?*

Do you have any upcoming launches, promotions, or events?*

Brand identity

How would you describe your brand personality?*

What key messages or values do you want communicated?*

Are there any topics or messages you do not want associated with your brand?*

Do you have brand guidelines, colours, or fonts we should follow?*

Are there any social media accounts you like the style of?*

Content preferences

Are you comfortable appearing on camera for content?*

Yes

No

If not, is there someone else in the business who can?*

Competition and operations

Who are your main competitors?*

What do you think your competitors do well on social media?*

What are your business hours?*

What are your most frequently asked customer questions?*

Is there anything else we should know about your business?*

Account

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Social Media Client Onboarding Form