Social Media Onboarding Form

Client Information

Business Name:(Required)

Contact Person:(Required)

Email Address:(Required)

Phone Number:(Required)

Business Address:(Required)

Website URL:

Business Details

Type of Business/Industry:(Required)

Brief description of your business:(Required)

Years in operation:(Required)

Key Products/Services:(Required)

Target Audience:(Required)

What problems do you solve for your customers?(Required)

Main Competitors:

Social Media Information

Existing social media platforms (please list all accounts and handles):(Required)

Preferred social media platforms:(Required)

Goals for social media marketing (e.g., increase brand awareness, drive traffic to website, increase sales, customer service):(Required)

Current social media challenges:(Required)

Do you have any specific campaigns in mind?

Content Preferences

Tone of Voice (e.g., professional, casual, informative):(Required)

Content Preferences (e.g., video, images):(Required)

Any specific themes or topics you want to focus on?(Required)

Any content or topics to avoid?

Logistics and Reporting

Brand Colors:(Required)

Brand Fonts:(Required)

Logo and Branding Materials (please attach files or provide links):(Required)

File

Max. file size: 50 MB.

Any specific imagery or design styles you prefer?

Examples of social media accounts you admire:

Are stock images okay, or will you provide media in advance?(Required)

Additional Information

Frequency of posts:(Required)

Who will be the main point of contact for ongoing communications?(Required)

Preferred method of communication (e.g., email, phone):(Required)

Specific metrics or KPIs to focus on:(Required)

Design Preferences

Any other services you're interested in (e.g., SEO, PPC, Email Marketing)?

Additional comments or requests:

hCaptcha(Required)

Client Information

Business Details

Social Media Information

Content Preferences

Logistics and Reporting

Additional Information

Design Preferences

EMAIL

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Jackie

COO

Francesca

Content Lead

Piper

Social Media Lead

Jennifer

Creative Lead

Corinne

Web Coordinator Lead

Gel

SEO Lead

Daniel

CEO

Ravish

Lead Web Developer

Gel

SEO Director and HR Manager

Nigel

Client Success Partner