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Onboarding Form
Social Media Management Lead Intake Form
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Social Media
Some description about this section
Business Size
Small (1-10 employees)
Medium (11-50)
Large (50+ employees)
Social Media Goals
Brand Awareness
Lead Generation
Customer Engagement
Sales & Conversions
Content Promotion
Influencer Collaborations
Other
Existing Social Media Presence
Facebook
Instagram
Twitter
LinkedIn
TikTok
YouTube
Pinterest
TikTok
Threads
Provide Account URLs & Handles
Do you have admin access for all accounts?
Yes
No
Brand Voice & Guidelines
- Select -
Casual
Professional
Fun
Informative
Confident
Content Strategy Preferences
Some description about this section
Preferred Content Types
Images
Videos
Blogs
Infographics
Polls
Reels
Stories
Posting Frequency
Daily
Weekly
Biweekly
Monthly
Competitors or Brands You Admire
Branding & Design Preferences
Some description about this section
Logo & Brand Colors:
Preferred Hashtags
Stock Images or Custom Graphics Preferences
Stock
Custom
Both
Engagement & Community Management
Respond to Comments
Respond to Direct Messages
Handle Reviews & Customer Inquiries
Monitor & Engage with Hashtags
Preferred Response Time
Within 1 hour
Within 4 hours
Within 24 hours
Tone of Communication:
Friendly
Formal
Informal
Crisis Management Guidelines (Handling Negative Comments or PR Issues)
Advertising & Paid Promotions
Some description about this section
Do you plan to run paid ads?
Yes
No
Ad Budget (Monthly)
Targeted Ad Goals
Brand Awareness
Website Traffic
Lead Generation
Sales/Conversions
Preferred Advertising Platforms
Facebook
Instagram
LinkedIn
Google
TikTok
Performance Tracking & Reporting
Reporting Frequency
Weekly
Biweekly
Monthly
Preferred Report Format
PDF
Dashboard
Powerpoint
Key Metrics to Track
Engagement
Followers Growth
Website Clicks
Sales/Conversions
Contact & Approval Process
Primary Contact Person
First Name
Last Name
Email
Phone Number
Preferred Communication Method
Email
WhatsApp
Slack
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Text
Approval Process for Content
Pre-approval required for every post
Approval needed only for major campaigns
No approval needed, full management control
Special Requests or Notes
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