questionnaire

Social Media Manager Client Onboarding Questionnaire

Welcome! Thank you for choosing to work with me. I'm excited to learn more about your business and help you build a strong, engaging social media presence. This questionnaire will help me understand your brand, business objectives, target audience and expectations so that I can create a social media strategy that works for you. Please answer the questions as honestly and thoroughly as possible.

Client Onboarding Questionnaire

Please fill out the sections below to help us tailor your social media strategy.

What is your business/brand name?

What products or services do you offer?

How long has your business been operating?

Where is your business located?

Do you have a website? If yes, please share the link.

Briefly describe your business and what makes it unique.

What inspired you to start this business?

Which social media platforms does your business currently use?

Please share your social media profile links or usernames.

Which platform is your biggest priority?

How frequently do you currently post?

Have you worked with a social media manager before?

YesNo

What do you like or dislike about your current social media presence?

Have you experienced any challenges growing your accounts?

What are your main reasons for investing in social media management?

What would you like to achieve in the next 3–6 months?

What does success on social media look like for your business?

Are there any specific products, services or campaigns you want to promote?

Who is your ideal customer?

What age group are you targeting?

Where is your target audience located?

What problems do your products or services solve?

What interests or lifestyle characteristics describe your ideal customer?

What questions do customers frequently ask before purchasing?

How would you describe your brand in three words?

What colours represent your brand?

Do you have an existing brand logo and brand guidelines?

YesNo

Are there any brands whose social media presence you admire? Please share examples.

Are there colours, styles or messaging you would like us to avoid?

Are you comfortable appearing in videos or photographs?

YesNo

Do you have existing photos and videos that can be used?

YesNo

How often would you like content published?

Are there any upcoming promotions, events or important dates?

What type of content has performed best for your business so far?

Who are your main competitors?

Please share 2–3 competitor social media accounts.

What do you think your competitors do well?

What would you like your brand to do differently?

What makes customers choose your business over competitors?

Who will be my main point of contact?

What is your preferred communication channel?

WhatsAppEmailPhone callsOther

How frequently would you like updates?

Who will approve content before publication?

How much notice do you need to review scheduled content?

Are there particular days or times when you prefer to communicate?

Who currently manages your social media accounts?

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