client ONBOARDING questionnaire

$37.00 $27.00

As a social media manager, one of the most important things you can do is ask your clients the right questions. Our client onboarding questionnaire is designed to help you do just that.

With this questionnaire, you’ll be able to get a better understanding of your client’s needs, wants, and expectations. As a result, you’ll be able to provide them with a much more tailored and effective social media management service.

This simple tool will help you quickly figure out what your clients need from you so you can get started on the right foot. This template has it all. Plus, it’s completely customizable in Canva, so you can make it your own.

Want a complete onboarding solution? Save money and score 9 highly valuable templates when you buy the Social Media Manager Starter Kit.

17 pages editable template in Canva. 

Cover images x 2, Tell me about you, Social media vision, Ads strategy, Keywords that define your brand, Keywords that define your ideal audience, Social media platforms, Target audience, Brandning, Competitors, Content pillars, Brand voice, Tools, Hashtag sets, Timeline, Any questions.

Client Onboarding Questionnaire Template completely customizable in Canva.

You don’t need Canva Pro to use this template, just their basic free plan.

Images not included.

Observe that this is a digital product. No physical product will be delivered.

Add or remove any parts you like in the Canva template.

Customize fonts, images and colors to your branding.

You’ll get instant access to your product within our members area – ThriveCart Learn.



This client onboarding questionnaire is designed to help you get to know your new client’s business, their goals for social media, and their expectations for your services.

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"Serve your clients in the best way possible."

“This client onboarding questionnaire will help you streamline your onboarding process so you can save time and serve your clients in the best way possible.”

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You’ll get forever access😍

Once you have invested in the one-time payment of the template it becomes yours to keep. Your access does not expire.

You can access the link to the template in your members area within our members platform ThriveCart. 

No nothing. Just access to an internet connection.

You can access the link to the template in our members portal called ThriveCart Learn. Once you have paid you will be directed to an area to create your password and then you can access the link to copy your version of the template in Canva.

Just simply sign up for a free Canva account and copy the template.

It can be used by social media managers, virtual assistants, Pinterest managers, coaches and freelancers.

We’d love to sort that out for you. Don’t hesitate to email us at

Your Next Step

Save Time And Hassle

Why settle for an unorganized routine when you can have a bespoke template that will save you time and hassle? 

Get started today and see the difference our client onboarding questionnaire can make in your business.

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