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Client Onboarding Workbook for Social Media Managers

(2 customer reviews)



This 17-page PDF includes all of the information you’ll need to create a great client experience, strategy and to get started with management! This is the questionnaire I send to all of my clients when they first sign on for any social media service. It asks them questions about all parts of their business including:

  • Start Dates
  • Facebook
  • Instagram
  • Twitter
  • Pinterest
  • Business & Goals
  • Characteristics
  • Tone
  • Marketing

It also provides some fillable spaces to input your business information as well as copy you can edit (with a PDF editing program) as needed outlining:

  • Confidentiality
  • Holidays & Vacation
  • Communication practices
  • Payments
  • Referral Program
  • Contact Information

2 reviews for Client Onboarding Workbook for Social Media Managers

  1. Brittany Harpin

    This Client Onboarding Workbook brought everything together for me! It’s thorough and effective at gathering everything I need to know from new clients in one shot. Such a time saver!

  2. Nikki Ince (verified owner)

    Having the New Client Workbook to go through has been extremely helpful and has made me feel more confident in the client onboarding process. It is good to have a professional-looking questionnaire to send to clients with all the details that you need. A must for any new social media manager.

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