Client Intake Questionnaire Template for Social Media Managers | Editable Onboarding Form

Streamline your onboarding process with this Client Intake Questionnaire Template, designed for social media managers who want to start every client relationship with clarity and confidence.

This editable form gathers everything you need to create aligned, on-brand content without endless back-and-forth emails. From brand voice to visual style, you’ll know exactly how to represent your client from day one.

8-section, fully editable Canva client intake form (US Letter size)

Brand essentials: name, tagline, colors, fonts, and style notes

Digital presence: website and social media profiles

Brand voice & personality: tone, language, and messaging rules

Visual style: design preferences and things to avoid

Your offers: products, services, and campaigns

Content strategy: themes, stories, and topics to highlight or skip

Operational alignment: contact details, timelines, and review process

Content assets: file access, media guidelines, and content sources

Professionalizes your onboarding process

Saves hours collecting brand details

Prevents misunderstandings about tone, style, and content direction

Easy to customize in Canva

Social media managers

Digital marketing agencies

Virtual assistants managing social media

Creative service providers