SMM Onboarding Questionnaire | Notion Template

$17

I always say I get just as obsessed with my clients’ brands as they are. And it all starts with asking A LOT of questions. (Probably a few they’ve never been asked before.)

This Client Onboarding Questionnaire is where I do my homework before creating a single piece of content.

I want to know more than what my clients sell and who they're selling it to. I want to know what they believe in, what makes them different, what their customers can't stop talking about, and all the little details that make their brand theirs.

Because if you're going to be the person behind someone's social media, you should probably know their business like it's your own.

So, what are you getting?

The exact, ready-to-duplicate questionnaire I use to onboard my own social media management clients, with questions covering:

Brand identity: Their story, personality, values, and what makes them different.
Target audience: Who they're speaking to, what matters to those people, and why they choose their business.
Business goals: What they're working toward and what they actually want social media to accomplish.
Content & creative direction: Their brand voice, visual preferences, content ideas, and what they do (and definitely don't) want to see on their feed.

No starting from a blank page or wondering what you forgot to ask. Just a more thoughtful way to get to know your clients before building their strategy.

A little housekeeping: Once you receive your link, you'll need to duplicate the questionnaire to make it your own. Just click the two squares in the top-right corner.

Questions? hello@bytheseasocials.com ♡

SMM Onboarding Questionnaire | Notion Template

$17

I always say I get just as obsessed with my clients’ brands as they are. And it all starts with asking A LOT of questions. (Probably a few they’ve never been asked before.)

This Client Onboarding Questionnaire is where I do my homework before creating a single piece of content.

Because if you're going to be the person behind someone's social media, you should probably know their business like it's your own.

So, what are you getting?

The exact, ready-to-duplicate questionnaire I use to onboard my own social media management clients, with questions covering:

Brand identity: Their story, personality, values, and what makes them different.
Target audience: Who they're speaking to, what matters to those people, and why they choose their business.
Business goals: What they're working toward and what they actually want social media to accomplish.
Content & creative direction: Their brand voice, visual preferences, content ideas, and what they do (and definitely don't) want to see on their feed.

No starting from a blank page or wondering what you forgot to ask. Just a more thoughtful way to get to know your clients before building their strategy.

A little housekeeping: Once you receive your link, you'll need to duplicate the questionnaire to make it your own. Just click the two squares in the top-right corner.

Questions? hello@bytheseasocials.com ♡