Six sections, 18 questions total
The questionnaire covers 6 sections and 18 individual questions, from the business name in Brand basics through the reporting cadence in the final section.
Client onboarding questionnaire for social media
A real, fillable questionnaire — not a static checklist — covering the six sections an agency needs answered before onboarding a new social media client: brand basics, goals, voice, platforms and access, content, and reporting. Type your answers directly into the form, then copy or download them as a plain-text document. Nothing you type is uploaded or saved anywhere.
0 of 18 questions answered.
How to use the client onboarding questionnaire
- Work through each section. Fill in the fields under Brand basics, Goals, Brand voice, Platforms and access, Content, and Reporting.
- Leave anything blank you don’t know yet. The compiled document marks any unanswered question as "(not answered)" so gaps stay visible.
- Copy or download your answers. Use the copy button for a plain-text version on your clipboard, or download it as a .txt file to attach to an email.
- Send it to your new client. Paste it into an email, a shared doc, or your CRM as the record of what the client told you at kickoff.
- Turn answers into a working plan. Feed the goals, voice and content answers into the social media plan template to start the actual strategy.
Worked examples
A partially-filled export still works
Answering only 12 of the 18 questions and downloading still produces a complete document, with the remaining 6 clearly marked "(not answered)" rather than silently omitted.
Social media client onboarding questionnaire FAQ
- Is this questionnaire actually interactive, or just a checklist to read?
- It is a real fillable form — type your answers directly into the fields and compile them into a document, rather than just reading a static list of questions.
- Does the questionnaire save my answers if I close the tab?
- No — nothing is saved automatically; copy or download your answers before navigating away if you want to keep them.
- Do I have to answer every question?
- No — any question you leave blank is marked "(not answered)" in the compiled document rather than blocking you from exporting the rest.
- What format does the download come in?
- A plain-text .txt file with each section and question clearly labeled, ready to paste into an email, doc or CRM.
- Does this tool store or send my client’s information anywhere?
- No. Everything is compiled entirely in your browser as you type — nothing is uploaded, logged or sent to a server.
- What should I do with the answers after I collect them?
- Feed the goals, voice and content answers into the social media plan template and the content calendar template to start the actual working plan.
Ready to broadcast everywhere?
Sign up free — no credit card. You land on the Free plan, and you can start a one-time 7-day Studio trial from your workspace whenever you are ready. Connect your first accounts, import a batch, and watch one post fan out across every platform.