Social media marketers: Onboarding questionnaire

Use this form to collect all needed information from your new client as one of the first steps in their onboarding process.

This form asks for this information:

  • Contact
  • Preferred communication method and frequency
  • Current social media status
  • Brand assets
  • Admin and analytics
  • Feedback and approval

This form uses these blocks:

  • File upload
  • Multiple choice
  • Text area
  • Text input
  • Page breaks

This form could be embedded into your agreement. Read more and watch more about agreements using their respective links.