For social media managers

Onboarding without a 20-question Google Doc

A social media client questionnaire as a fillable onboarding PDF — platforms, voice, cadence, and access. Same questions social media managers ask new clients.

Use the social media questionnaire

Branding Intake Form

History, market, competitors, preferences.

Tell us the story of the business.*

What do you sell or offer?*

Who is the target market?*

Who are the main competitors?*

What should people feel when they see the brand?*

Design you like — brands, sites, or words.*

What should we avoid?

Logo, full identity, or both?*

Where will this live (web, print, packaging, social)?*

Any existing assets we must keep?

Timeline?

Budget range?

Submit

Branding Intake Form

A branding intake form and graphic design client questionnaire. Collect history, target market, competitors, and design preferences — a fillable PDF you can customize first.

Creative brief

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Social Media Client Questionnaire

Platforms, voice, posting, approvals, access.

What does the business sell?*

Who is the audience?*

Which platforms should we run?*

What should social media do for the business?*

Posting frequency?*

Brand voice in a few words?

Topics or content that already work?

Who approves content, and how fast?*

Do you provide assets, or should we create them?

Which accounts do we need access to?

Monthly budget range?

Anything else we should know?

Submit

Social Media Client Questionnaire

A free social media client questionnaire and onboarding form. Send the questions social media managers ask clients before a retainer — platforms, voice, cadence, and access — as a fillable PDF.

Client intake

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Copywriting Brief Template

A free copywriting brief template and client questionnaire. Send the questions copywriters ask clients before a draft — placement, reader, CTA, tone, and proof — as a fillable PDF.

Creative brief

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Email Marketing Brief Template

A free email marketing brief template and client questionnaire. Send the questions email marketers ask clients before they write — list, tool, offer, and cadence — as a fillable PDF.

Client intake

Use Template Preview