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.
Questions to copy
- 1Which channels are in scope this month?
- 2What content types are included: posts, reels, stories, shorts, carousels, or reports?
- 3Who approves captions and creative?
- 4What is the expected approval turnaround?
- 5What brand voice, banned phrases, and visual rules should we follow?
- 6Where are product photos, logos, video assets, and past content stored?
- 7Which competitors or inspiration accounts should we review?
- 8What proof should be shown after posting?
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.
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.