# Client onboarding questionnaire

Send this before the kick-off call. Answer only what is needed for the work.

## 1. Purpose and success
- Why are you on social media?
- What does success look like in 3 months? And in 12?
- What is the biggest barrier today?

## 2. Audience and platforms
- Who is your ideal customer? Describe one specific person.
- Which platforms do they use?

## 3. Brand voice and difference
- How would you describe your brand voice in three words?
- What makes you different from your competitors? Name two or three of them.

## 4. Content resources and approvals
- What material do you already have (photos, videos, testimonials, data)?
- Who approves the content, and within how many days?

## 5. Channels
- Which profiles do you have today (links)?
- Do you want to open or close any?

## 6. Tools and measurement
- Which tools do you use today?
- How will we measure the return?

## 7. Reports and contact
- Which report do you want, and how often?
- Who is the main contact?

## 8. The three questions
- **A. Who is this for?** One specific person, not everyone.
- **B. What changes in them after your content?** How they think, feel or act.
- **C. Why you, and not someone else?** One honest reason, in one sentence.

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Sources: [Sendible — Social media questionnaire](https://www.sendible.com/insights/social-media-questionnaire) · Content Playbook — Strategy, Phase 1