Social media onboarding questionnaire for new clients
Managing social media requires deep brand alignment. This onboarding questionnaire helps you download your client's brand brain—voice, tone, aesthetics, and pillars—so you can post with confidence.
What matters in social media intake?
You need to understand the soul of the brand. This template focuses on content pillars, audience persona, visual style, and community management rules. Credentials should never be collected via intake forms—use secure channels instead.
Pain points
- Posting content that 'doesn't sound like us'
- Waiting weeks for logos and images
- Not knowing how to handle negative comments
How Intakly helps
- Capture brand voice and tone guidelines
- Collect brand assets and define the secure access handoff process (no passwords in forms)
- Define approval workflows upfront
Who this is for
- Social Media Managers
- Creative Agencies
- Content Creators
FAQ
- How should I handle account access securely? Do not collect passwords via intake forms. Use a password manager or an approved secure channel. The intake should capture non-sensitive context (channels, roles, approval workflow) and which accesses to request.
- Does this cover paid social? It focuses on organic, but can easily be extended to ask about ad budgets and accounts.
- Can I use this for influencers? Yes, it's perfect for managing influencer collaborations and brand deals.