Social Media Onboarding Questionnaire
Thank you so much for choosing to work together!
This form helps me get to know your brand, voice, and story so I can create content that reflects your mission and connects with your audience. Please take your time - the more detail you share, the more aligned your strategy will be.
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Which Social Media VA Package did you choose? *
What is your business name and website (if applicable)?*
Describe what your business offers in one or two sentences.*
Who is your ideal client or customer?*
What are your main goals for social media over the next 3–6 months? (ex: brand awareness, engagement, leads, sales, community building)*
Which platforms will I be managing for you?*
Do you currently have login access or an admin invite ready for each platform?*
How would you describe your brand tone? (ex: friendly, professional, faith-based, motivational, educational, creative)*
What colors, fonts, or style elements represent your brand? Do you have your brand kit set up in Canva?*
Are there any phrases, words, or hashtags that are core to your brand?*
Are there any topics or approaches you’d prefer not to include in your content?*
Please share your story — how did your business begin, what inspired it, and what makes it meaningful to you? Give as much detail as possible. I’ll weave this into your content so your audience connects with your heart and mission.*
What sets your business apart from others in your industry?*
What does success look like for you as a business owner?*
What key products, services, or offers would you like to focus on right now?*
Do you have recurring themes or weekly focuses you’d like to maintain? (ex: Motivational Mondays, Faith Fridays, Product Spotlights)*
Are there any important upcoming launches, events, or campaigns I should know about?*
Do you have existing photos, videos, or brand assets you’d like me to use? (If so, please provide a link or folder.)*
How frequently would you like to review your content calendar or analytics? (ex: bi-weekly, monthly)*
Who is my main point of contact for approvals or questions?*
How do you prefer to communicate? (Email, Text, FB Messenger, Trello, etc.)*
Do you have specific times or days you’re unavailable for communication?*
Is there anything else I should know about your work rhythms or how you like to collaborate?*