Social Media Client Intake Questionnaire

Start every client relationship with clarity—not scattered messages and missing information.

This editable Social Media Client Intake Questionnaire helps freelance social media managers collect the business, audience, brand voice, platform, content, approval, access, compliance, and scope details needed before strategy and production begin.

WHAT YOU RECEIVE

• Editable Microsoft Word questionnaire

• 9 structured discovery sections

• Kickoff-readiness checklist

• Space for client responses and internal review

BEST FOR

Freelance social media managers, boutique agencies, virtual assistants, content strategists, and independent marketers.

Edit the wording and branding in Microsoft Word, send it before kickoff, and use the completed answers to reduce follow-up messages, unclear expectations, and preventable scope problems.

This is a one-time digital download—not a subscription or physical product. For personal business use. Redistribution or resale of the template is not permitted. This operational template is not legal advice.