# 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.

Business name and public website:
Contact responsible for the brief:
What products or services are actually available?
Which audience questions are most important?
Where does the business serve customers?
What action should a customer take, and at which destination?
Which prices, offers, hours and restrictions must be checked?
Which photographs, videos and brand assets are approved for use?
What permissions cover people shown in the material?
What tone and examples match the business?
What must the content avoid claiming?
Who creates each asset?
Who approves factual accuracy?
Who gives final publication approval?
How quickly can each reviewer respond?
What scope, budget and reporting period have been agreed?
Which enquiry, booking or ordering events can be measured?
Who answers customer questions after publication?
Where are final assets and version decisions recorded?


## 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.