Social media client onboarding questionnaire
Collect the business facts and approval responsibilities before planning posts. Keep passwords, payment details and API secrets out of the questionnaire; use the relevant platform's supported access process for any authorised account work.
Your working document
Separate the responsibilities
| Decision | Suitable owner | Record to keep |
|---|---|---|
| Offer and facts | Client's business owner or responsible staff member | Verified price, availability, location and actual conditions |
| Creative assets | Assigned creator or designer | Brief and permitted original material |
| Publication approval | Named client reviewer | Approved version and date constraints |
| Customer response | Client or explicitly assigned team member | Actual support/booking route and response arrangements |
| Reporting | Assigned analyst or manager | Agreed metric definitions and measurement window |
Before creating the first asset
- The client supplied an actual offer and maintained customer destination.
- The agency can distinguish factual approval from creative preference.
- Asset permissions are documented without collecting unnecessary personal information.
- The budget covers the agreed work rather than an implied guarantee of performance.
- Account access, if needed, is arranged through supported roles—not passwords in a shared document.
When information is missing
Record missing decisions explicitly and start work that does not depend on them. A missing serving window may block a menu-launch caption while allowing an untimed product shot list to proceed.
This questionnaire describes a reusable agency workflow. It does not claim Boostsy has a managed account-integration service or can access a client's private analytics automatically.