Client Onboarding Form - Great for Social Media Managers!

Streamline your client onboarding process with this Client Onboarding Questionnaire, designed for service-based businesses, freelancers, and social media managers. This easy-to-use template helps you gather all the essential details you need to create a personalised strategy for your clients, saving you time and ensuring a smooth working relationship.

This fully editable document includes sections for client details, brand overview, target audience, competitors, business goals, and social media strategy. By using this template, you can quickly collect key insights to understand your client’s vision, strengths, and objectives—helping you deliver better results.

All I ask is to please leave a genuine review once downloaded or leave a quick star rating so we can collectively reach small business owners!

How does it work?

1. Pay what you want (or enter £0 to download for free!)
2. Download the PDF and click the link inside.
3. Copy to your free Google Docs account, begin customising and use in your business!

Perfect for:

- Social media managers

- Marketing agencies

- Virtual assistants

- Coaches & consultants

- Freelancers & small businesses

With instant digital download, you can start using this onboarding form immediately. No complicated setup—just download, customise, and send to your clients! Simplify your workflow and set your projects up for success today.

You can use this directly with the Social Media Strategy also found on the SOOSI Media Gumroad page! The answers your clients give you in this document can be directly inputted into the corresponding sections in the strategy.