Client Onboarding: Social Media & Brand Insights Name * First Name Last Name Email * 1. Brand & Identity What is your brand’s mission and core values? * How would you describe your brand’s personality (e.g., fun, professional, informative)? * What are three words that best describe your brand? * Are there any specific colors, fonts, or design elements that are core to your brand identity? * 2. Target Audience Who is your ideal audience? (Demographics, interests, location, etc.) * What type of content does your audience engage with most? * 3. Content Preferences What types of content do you want to prioritize? (Reels, carousel posts, stories, static posts, etc.) * Do you have specific themes or topics you want to focus on? * Are there any types of content you do NOT want to include? * 4. Posting & Scheduling What is your preferred posting schedule? (Days/times that work best for you) * Do you want to review content before it is posted? If so, how far in advance? * Are there any recurring events, promotions, or seasonal topics we should be aware of? * 5. Engagement & Community Management How would you like us to handle DMs and comments? (Tone, response time, etc.) * Are there any FAQs or common questions we should be prepared to answer? * Are there any competitors or industry leaders we should engage with regularly? * 6. Paid Partnerships & Collaborations Are there any brands or companies you’d love to collaborate with? * Do you have any existing brand partnerships? * Are there any brands/topics you would NOT want to partner with? * 7. Workflow & Communication What is your preferred method of communication with us? (Email, Slack, WhatsApp, etc.) * How often would you like updates or check-ins? (Weekly, bi-weekly, monthly) * 8. Goals & Success Metrics What are your main goals for social media? (More followers, brand awareness, lead generation, etc.) * Are there specific KPIs (Key Performance Indicators) you’d like to track? * How will you define the success of our partnership? * Thank you!
