Social Media Client Onboarding Questionnaire
Managing someone's social media means speaking in their voice. This onboarding questionnaire collects the accounts, goals, audience, tone and approval process you need before you plan the first month of content.
- 15 questions
- About 8 minutes for your client
- No account needed to fill it
The 15 questions, and why each one matters
Every question earns its place. Here's what each one tells you before you quote.
About you
- 1
Full name*
Short answer
Why ask: So you know who you're dealing with and can address them properly in your proposal.
- 2
Email address*
Email
Why ask: Where you'll send the quote, contract and updates.
- 3
Phone / WhatsApp number
Phone
Why ask: Most clients reply faster on WhatsApp than email, especially for quick approvals.
- 4
Business or brand name
Short answer
Why ask: Lets you look up their current website and social pages before your first call.
Your accounts
- 5
Which platforms should we manage?*
Checkboxes (many)
- TikTok
- X (Twitter)
- YouTube
Why ask: Each platform needs its own content format and posting plan.
- 6
Paste links to your accounts
Paragraph
Why ask: Lets you review their current content and results before you start.
- 7
What are your goals for the next 3 months?*
Paragraph
Why ask: Clear goals (followers, enquiries, sales) decide the content mix and how you report results.
- 8
Who is your ideal follower or customer?
Paragraph
Why ask: Content aimed at a specific audience performs better than content for everyone.
Content
- 9
Describe your brand voice and topics you want to post about
Paragraph
Why ask: Getting the voice right is what makes outsourced content feel authentic.
- 10
How often should we post?
Multiple choice (one)
- Daily
- 3-5 times a week
- 1-2 times a week
Why ask: Posting frequency is the main driver of your monthly fee.
- 11
Will you provide photos and videos?
Multiple choice (one)
- Yes, regularly
- Sometimes
- No, you'll need to create them
Why ask: Creating content is a separate cost from posting and community management.
- 12
Who approves posts before they go out?
Multiple choice (one)
- Me
- My team
- No approval needed
Why ask: Knowing who approves posts, and how fast, keeps your content calendar on schedule.
Budget and timeline
- 13
What budget range are you working with?*
Multiple choice (one)
- Under ₦100k/month
- ₦100k - ₦300k/month
- ₦300k - ₦700k/month
- Above ₦700k/month
Why ask: Ranges are easier for clients to answer than an exact number, and they tell you straight away which package to quote.
- 14
When would you like to start?
Date
Why ask: A target date tells you whether the project fits your schedule before you spend time on a proposal.
- 15
Anything else we should know?
Paragraph
Why ask: Catches deal-breakers early: tight deadlines, bad past experiences, or other people who need to approve the work.
How to use this template
- Step 1
Add it to your forms
Create a free account. The template is copied into your dashboard, ready to share.
- Step 2
Make it yours
Change the budget ranges to your prices, remove what you don't need and add your own questions.
- Step 3
Send one link
Paste the link into WhatsApp, email or a DM. Answers arrive in your dashboard with an alert.
See it as your client will
This is the form your client fills. Submitting is turned off in this preview.
Questions about this template
Is this social media client onboarding questionnaire free?+
Yes. Create a free Formtified account, add the template to your forms and share it. Templates don't use AI credits, and responses are unlimited.
Can I change the questions?+
Yes. Edit, reorder or remove any question, change the answer options (for example, to your own budget ranges) and add your own questions before you share it.
Does my client need an account to fill it?+
No. Your client opens the link, fills the form on any phone or computer and taps Submit. You get an in-app and email alert, and the answers land in your dashboard.
Can AI write a version for a specific project?+
Yes. Describe the project in a sentence and Formtified AI asks a few quick questions, then writes a questionnaire for that exact project. Each AI form uses one credit, and you get 20 free when you sign up.