About this template
Onboarding new clients successfully requires gathering deep insights into their brand, target audience, and existing digital footprint from day one. This Social Media Marketing Client Intake Google Form template helps marketing agencies, freelance consultants, and social media managers streamline their client onboarding process. By collecting structured details upfront—from business categories and active social profiles to brand differentiators and company mission—you can eliminate back-and-forth emails and jump straight into strategy.
Use this ready-to-go template to understand your client's primary motivations for social media marketing, identify their unique selling proposition, and review current platform statuses across networks like Facebook, Instagram, and LinkedIn. Designed for clarity and efficiency, the form ensures you capture every essential detail needed to build high-impact campaigns, align expectations, and deliver exceptional results from the start.
Key features
- Collect comprehensive client brand data in a single, organized step.
- Assess current social media channel statuses and historical performance.
- Define target audience demographics and core brand differentiators.
- Easily shareable via direct link or embedded directly on your agency website.
- Fully customizable to match your agency branding and specific service tiers.
Use cases
- New client onboarding for digital marketing and social media agencies.
- Discovery phase questionnaires for freelance social media consultants.
- Pre-audit information gathering before strategy presentation meetings.
What this form collects
- Business Name (Short answer)Enter your official company or brand name.
- Business Email (Short answer)Provide the primary email address for ongoing project communications.
- Business Phone Number (Short answer)Include country and area codes if applicable.
- Business Address (Paragraph)Enter your headquarters or primary mailing address.
- Business Category / Industry (Dropdown)Select the industry that best describes your primary offerings.
- Current Social Media Presence (Checkboxes)Indicate which platforms your business currently has active profiles on.
- Primary Goal for Social Media Marketing (Multiple choice)What is the main objective you want to achieve through our campaign?
- Target Audience Description (Paragraph)Describe your ideal customer (demographics, interests, pain points, purchasing behavior).
- Brand Differentiators (Paragraph)What makes your business stand out from competitors in your market?
- Company Vision & Mission (Paragraph)Briefly share the core mission and long-term vision of your company.
- Marketing Materials & Brand Assets (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach, such as brand guidelines, logos, or past collateral.
- Additional Information (Paragraph)Share anything else you'd like us to know regarding upcoming product launches, campaigns, or preferences.
FAQ
How do I share this form with my new clients?
Once your template is converted to Google Forms, simply click 'Send' to email the form link directly to your clients or embed the form on your onboarding portal.
Can I add or remove questions from this template?
Yes! Because the template lives directly in Google Forms, you have full freedom to add, delete, or rearrange any questions to fit your specific agency workflow.
Is this template mobile-friendly?
All Google Forms are fully responsive, meaning your clients can complete the intake questionnaire seamlessly from their smartphones, tablets, or computers.
How can clients share heavy marketing materials or brand guidelines?
The form includes a dedicated text prompt where clients can paste links to their cloud storage (such as Google Drive or Dropbox) containing logos, style guides, and previous assets.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.