Client Onboarding Questionnaire

First and Last Name:

Business Name:

Mailing Information:

Contact Phone Number(s):

Website URL:

Upload Logo (all versions and file formats):

Upload Icons (all versions and file formats):

List of Brand Colors and Hex Codes:

Fonts and Font Files:

Social Post Templates:

Describe the current status of your business:

List all social media platforms you're currently set up on:

Provide existing login details for all platforms:

URLs for all social profiles:

Admin access details where applicable:

Describe your vision for digital marketing and online presence:

Plans or concepts for the future growth of your business:

Describe your business (services, products, events, etc.):

Define your ideal clients:

What do you enjoy most about your business?

What's the current stage of your business? What strategies have worked or not?

Describe your relationship with your audience (peer, mentor, etc.):

What tone do you use when addressing your audience (relatable, motivational, educational)?

Personal details you’re comfortable sharing (family, hobbies, etc.):

Key aspects of your business to focus on in content:

Preferred call to action for your audience:

Topics to avoid in content creation:

Any additional details or insights:

Preferred style and themes for posts and banners:

Specific types of videos or graphics you like:

Examples of posts or campaigns you’ve found effective:

Email:

Password: