Social Media Management Onboarding

Company Name

Industry

Describe your business (mission, products/services):

What is your unique selling proposition (USP)?

Who is your target audience (demographics, interests, challenges)?

Marketing Goals

What are your main marketing objectives (e.g., brand awareness, sales, engagement)?

Which key performance indicators (KPIs) will you track to measure success?

Are there specific timelines or milestones for your marketing goals?

Current Social Media Presence

Please list all current social media accounts (include handles/links)

Do you have any past social media strategies or campaigns? What worked or didn’t work?

What is your current follower count and engagement rate on each platform?

Branding and Content Preferences

How would you describe your brand’s voice (e.g., professional, casual, humorous)?

Do you have brand guidelines (logos, fonts, color schemes)?

What types of content work best for your brand (blogs, videos, infographics, etc.)?

Which social media accounts (competitors or brands) inspire you?

Target Audience Details

Describe your ideal customer (age, gender, location, income, education)

What are their interests and challenges?

Which platforms do they primarily use (Facebook, Instagram, LinkedIn, etc.)?

Budget and Resources

What is your social media marketing budget (monthly/yearly)?

Do you have an in-house team (designers, writers), or will we handle everything?

What is your advertising spend for paid campaigns (Facebook Ads, Google Ads)?

Competitors and Industry Insights

Who are your main competitors on social media?

Are there any industry trends or events you want to align with?

Legal Considerations

Do you have any copyrights or licenses for intellectual property we should be aware of?

Are there industry-specific legal guidelines we need to follow (e.g., healthcare, finance)?

Content Calendar and Posting Preferences

How often would you like content to be posted (daily, weekly)?

Are there preferred posting times (specific time zones or times of day)?

Would you like to review content before it is posted? If so, what’s the approval process?

Access and Permissions

Please provide admin access to your social media accounts or list any management tools you use (e.g., Hootsuite, Buffer)

Competitions, Partnerships, and Collaborations

Are there any upcoming events, launches, or campaigns to promote?

Do you have existing partnerships with influencers, sponsors, or other brands?

Are you interested in influencer marketing or collaborations?

Reporting and Communication

How would you prefer we communicate (email, Slack, phone calls)?

How often would you like to receive progress reports (weekly, monthly)?

Do you prefer detailed reports or brief summaries with key insights?

Social Media Onboarding Process

Let’s Get Started!