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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.
Use TemplateAbout this template
This social media client questionnaire is the social media manager client questionnaire and new-client onboarding form you send before you post. Offer, audience, platforms, goals, cadence, voice, approvals, and access — the same social media questions to ask clients as those marketing questionnaire PDFs, without the download.
Questions to ask social media clients
A social media client questionnaire should ask what they sell, who the audience is, which platforms, what social should achieve, posting cadence, voice, who approves, and access. Those are the questions to ask clients as a social media manager — collected here as a live onboarding form.
Onboarding new clients vs a marketing questionnaire PDF
A social media questionnaire for onboarding new clients and a social media marketing client questionnaire PDF are usually static downloads. This social media client onboarding questionnaire is fillable. Download it; they type answers in the file and send it back.
Strategy questions before you post
Questions to ask a client for social media strategy belong on the same form: goals, audience, and what already works. You are not writing a content calendar from a vague “we need Instagram.”
Social Media Client Questionnaire FAQs
What is a social media client questionnaire?
A social media client questionnaire is the form social media managers send before a retainer. It collects platforms, voice, cadence, and access. This social media client onboarding form is a fillable PDF — not a static marketing questionnaire.
How does a social media client questionnaire enhance the efficiency of my workflow?
Platforms, voice, and access are set before you schedule posts. The social media client onboarding is done, so week one is not a thread.
Is it possible to customize the social media client questionnaire to suit my specific business needs?
Yes. Open the editor, add or remove questions, change labels, mark what is required, then download a fillable PDF. The starting fields are a default, not a lock-in.
Can I integrate a payment option into my social media client questionnaire?
No. Scope Panda is a questionnaire, not a checkout. There is no Stripe or payment field. Collect answers here, then invoice in the tool you already use.
How can I ensure that the data collected via my social media client questionnaire is secure?
Nothing is stored on our servers. The PDF is generated in your browser and saved to your device. Do not put passwords or payment card numbers in the form. See the privacy page.
Can I automate responses with a social media client questionnaire?
No. There is no autoresponder, drip sequence, or chatbot. Download the fillable PDF and send it the way you already send files.
Is the social media client questionnaire mobile-friendly?
Yes. The editor works on phones and desktops. Clients can fill the PDF in Preview, Acrobat, Chrome, or any reader that supports form fields.
How long does it typically take to set up a social media client questionnaire?
A minute or two if you use the template as-is: open it, download the PDF, send it. Editing questions adds a few minutes. No account or install.
What questions should I ask social media clients?
Ask what they sell, who the audience is, which platforms, what social should achieve, posting cadence, voice, who approves, assets, and access. Those are the questions to ask new social media clients — add your own in the editor.
Is this a social media client onboarding form or a management questionnaire?
Both. It is a social media client onboarding questionnaire and a social media management client questionnaire: platforms, cadence, approvals, and access before you post. Same social media new client questionnaire, downloaded as a fillable PDF.
Can I use this for social media marketing or strategy?
Yes. There is a field for what social should do for the business. A social media marketing questionnaire for clients and questions to ask a client for social media strategy use the same form.
Is this a social media marketing questionnaire PDF?
Yes. Download a fillable social media client questionnaire PDF. The client types answers in the file and sends it back.
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