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Onboarding Form

The document is a social media marketing onboarding form for a client. It contains 10 sections requesting information about the client's business, goals, social media access, competitors, advertising preferences, branding guidelines, communications, customer feedback, influencer partnerships, and content strategy.

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abdelghaddari
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25 views

Onboarding Form

The document is a social media marketing onboarding form for a client. It contains 10 sections requesting information about the client's business, goals, social media access, competitors, advertising preferences, branding guidelines, communications, customer feedback, influencer partnerships, and content strategy.

Uploaded by

abdelghaddari
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Social Media Marketing Client Onboarding

Form
Objective: Welcome to Style Code Media. This comprehensive onboarding form is
designed to help us understand your business, goals, and preferences. By providing
detailed insights, you empower us to tailor our social media marketing strategies to
elevate your brand's online presence and success.

1. Personal Information
Question Details

Full Name

Position/Title

Email Address

Phone Number

2. Business Details
Question Details

Company Name

Business Registration Number (License Number)

Industry/Niche

Website Url

3. Social Media Access


Question Details

Facebook Business Page Details


Provide admin access to rahma.talwar21@gmail.com

Instagram Login Details

Tiktok Login Details

Any Other Relevant Social Media Accounts

4. Competitor Analysis
Question Details

Who are your top three competitors online?


*Websites or Instagram handle Required*

What do you admire about your competitors?

How do you differentiate from your competitors?

Any specific strategies you want to adopt or avoid based on


competitors?

5. Advertising Preferences
Question Details

Advertising Budget Allocations

Primary Target Location(s) for Advertising


*Mention countries and specific areas*

Age Range of the Target Audience

Ideal target audience


*Nationality, Cultural Considerations and any further description*
Key Selling Points to Highlight in Ads

6. Branding Guidelines
Question Details

Logo Variations (if any) To be added to drive

Tagline or Slogan Usage

Primary Brand Colors Hex Codes

Secondary or Accent Colors Hex Codes

Primary Brand Font

Secondary Brand Font

Do you have any brand mood boards or visual references?

Preferred Hashtags for Brand Campaigns


*For example: #StyleCodeBloggers #Stylers*

7. Brand Communications
Question Details

What is the main message your brand is trying to communicate?

What makes your brand different from others? Why do people


choose you over your competitors?

How would you describe your brand's personality? (e.g., friendly,


professional, humorous)

Are there any specific keywords or phrases that resonate with


your brand?

What holidays or occasions do you want to include in your online


strategy?
Restricted to national holidays or relevant holidays like Christmas, Eid,
New Year.

8. Customer Feedback and Testimonials


Question Details

How do you currently collect customer feedback?


Are there specific channels or platforms you use for gathering feedback
(e.g., google reviews, website forms, screenshots, whatsapp messages
or Instagram dms)?

Would you be able to share screenshots or direct quotes of


positive customer feedback for use in social media content?

9. Influencer Collaboration and Partnerships


Question Details

Have you previously collaborated with influencers on social


media campaigns?
If yes, please share the links or Instagram profiles of influencers you've
worked with.

Highlight international and local influencers you think would be a


good fit for the brand.
Please share the links or Instagram profiles of influencers

10. Content Strategy


Question Details

Key products/collection you want to highlight in the first two


weeks

Any Upcoming Product Launches or Events


Special Offers, Discounts or Promotions in the Next Two Months

Social Media Accounts or Brands You Admire for Images &


Videos
Please share the links or Instagram profiles

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