Social Media Onboarding Form

Client Name

Business Name

Phone Number

Address

Social Media Packages

Social media platforms you are currently on (check all that apply)

Facebook Instagram Twitter LinkedIn Pinterest TikTok Snapchat YouTube

Please provide handles/usernames for all platforms listed above

What is your primary goal for using social media?

Brand Awareness Increase Sales/Conversions Drive Traffic to Website Customer Support/Service Community Building

What type of content do you feel resonates most with your audience (check all that apply)

Images/Photos Videos Blog posts/Articles Infographics User-generated content Polls/Quizzes Stories (e.g., IG Stories, FB Stories)

Are there any topics or themes you'd like to avoid?

Are there any specific topics or themes you would like us to focus on?

Do you have brand guidelines (colors, fonts, tone, etc.)? If yes, please attach or provide a link.

Any File you want to upload?

Are there any competitors' social media accounts you admire or want to draw inspiration from? If yes, please list them

Do you have any promotions, launches, or events coming up that we should be aware of?

Any additional information or specifics you'd like us to know?

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