Free template · 16 questions
Social media manager client questionnaire
Onboarding a social client means accounts, approvals and a voice to borrow. This form collects them in one go.
When to send it: On day one of the engagement.
Goals
- 1.What should social media do for the business: awareness, leads, sales, community?
- 2.Which platforms matter, and which are you willing to drop?
- 3.Current followers and engagement, and the numbers you would call a win in 90 days.
Brand
- 4.Tone of voice, and accounts (any industry) whose style you like.
- 5.Topics we should never post about.
- 6.Do you have a photo/video library, or will content be created from scratch?
- 7.Upcoming launches, events or promotions for the next quarter.
Operations
- 8.How will you give account access (Meta Business Suite, shared login, scheduler)?
- 9.Who approves posts, and how far ahead?
- 10.Who replies to comments and DMs, and what is the escalation path for complaints?
- 11.Is there an ad budget, and who pays the platforms directly?
Budget, timing and decisions
- 12.What budget range have you set aside for this?
- 13.Is there a hard deadline, and what happens if it moves?
- 14.Who else needs to approve the work or the contract?
- 15.How would you prefer we communicate (email, calls, messaging), and how often?
- 16.How did you hear about me?
Send it, and get the answers back
Stop copying answers out of email threads. With Clinch the questionnaire goes out with your proposal or contract, your client fills it in from their phone, and the deposit is paid when they sign.
Send this questionnaire freeQuestions about client questionnaires
When should a social media manager send a client questionnaire?
On day one of the engagement.
Can I edit these questions?
Yes. Copy them, remove what does not apply and add your own. Shorter questionnaires get answered faster: keep only the questions whose answers change your price, your plan or your contract.
Should the questionnaire come before or after the contract?
Questions that affect price and scope belong before the proposal; the detailed ones (names, timelines, access) work best right after signing, when the client is committed and expects them.
How do I send it with Clinch?
Create a free Clinch account, paste the questions, and send them with your proposal or contract. Your client answers from their phone without an account, and the answers are saved on the client's record.