social media manager client questionnaire

client ONBOARDING questionnaire

Name: New Client Onboarding Questionnaire Template
Brand: StudioSocials
SKU: client onboarding template
Price: 27 USD
Availability: InStock

$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.

Details

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.

What's included

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.

How it works

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.

Features

ASK THE RIGHT QUESTIONS

This 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.

Streamline your onboarding process so you can save time and start working with your new client in a smooth and seamless way.
Easy to use and customizable to fit your business branding (no design background needed).
Asking the right questions from the start will help set your clients up for success - and help you deliver results that exceed their expectations!
By taking the time to fill out this questionnaire, you'll be able to provide your new client with the best possible service and produce amazing results!

"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.”

ELLIE - @SOCIALSBYELLIE

FAQ ABOUT THE CLIENT ONBOARDING QUESTIONNAIRE

How long do I have access for?

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.

Do I need any paid tools to access the template?

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.

Who is this template for?

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

I have a question not answered here.

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