Template
Social media agency onboarding questionnaire
Use this questionnaire before the first content cycle so captions, assets, channels, approval rules, and posting proof are clear.
Which channels are in scope this month?
What content types are included: posts, reels, stories, shorts, carousels, or reports?
Who approves captions and creative?
What is the expected approval turnaround?
What brand voice, banned phrases, and visual rules should we follow?
Questions to copy
Use this as the starting point, then turn the important steps into intake, approvals, deliverables, and proof inside Blae.
Social Media Agency Onboarding Questionnaire
- 01Which channels are in scope this month?
- 02What content types are included: posts, reels, stories, shorts, carousels, or reports?
- 03Who approves captions and creative?
- 04What is the expected approval turnaround?
- 05What brand voice, banned phrases, and visual rules should we follow?
- 06Where are product photos, logos, video assets, and past content stored?
- 07Which competitors or inspiration accounts should we review?
- 08What proof should be shown after posting?
How to use it
Turn the document into a delivery rhythm.
Collect
Use the template to gather the details before work starts.
Structure
Turn the important steps into client deliverables and review points.
Prove
Attach approvals, versions, and final proof as the work ships.
Connect onboarding to approval
Social media agencies lose time when onboarding preferences are separate from the approval workflow. Keep channel rules, voice notes, and approval contacts close to every deliverable.
Turn the template into a live workflow.
Blae connects intake, recurring deliverables, client approvals, version history, and proof so this checklist does not become another static document.
FAQs
What should a social media onboarding questionnaire ask?
Ask about channels, goals, assets, voice, competitors, approval contacts, review timelines, content types, and proof expectations.