New Client Onboarding

Social Media Marketing

Billing Information

Company name

First name

Last name

Email

Phone

Address

We will contact you to get your card information for your payments as well as the day you prefer to be billed.

Business Information

What is your business name and tagline/slogan (if applicable)?

Do you have a mission statement or core values you’d like us to reflect on social media?

Social Media Presence

Please provide login credentials for platforms you’d like us to manage.

Alternatively, add our team as an admin or collaborator.

Brand Identity

Do you have brand guidelines?

Logo(s)

If you have a logo please upload it with a transparent background if possible.

Color palette

Fonts

Other visual elements

What is your brand’s tone and voice?

Please select all that you feel apply to your brand.

What hashtags or phrases are important to your brand?

Do you have a preferred posting schedule (e.g., days/times) or do you prefer we use our tool to post at optimized times?

Target Audience

Who is your ideal audience?

Age Range

Interests

Location(s)

What are your audience's biggest pain points or needs that your business addresses?

Do you have specific products, services, or offers you want to promote first?

Content Preferences

What types of content would you like us to post?

Please select all that apply.

Are there topics, themes, or trends you want to avoid?

Engagement and Monitoring

How do you prefer we handle customer comments or messages?

Respond to all inquiries immediately

Flag specific messages for your team to address

Other preferences

Goals and Success Metrics

What are your primary goals for social media?

Please select all that apply.

Additional Information

Do you have any upcoming promotions, events, or launches we should know about?

What else should we know about your business or your social media expectations?