Client Intake Form For Social Media Managers (Grab a Copy!)
As a social media manager, you do a lot—strategy, content, engagement, analytics, and more. But one of the most overlooked tools in your business? A solid client intake form.
The Client Intake Form for Social Media Managers is designed to help you start every client relationship with clear direction, strong expectations, and a streamlined process that makes you look like the pro you are.
Why You Need an Intake Form
Your clients may not always know what they want—or how to explain it. Without the right structure, you’re left chasing down assets, clarifying goals mid-project, and wondering what success even looks like for them.
This form changes that.
It helps you:
- Gather everything you need before the first post goes live
- Clarify goals, platforms, brand voice, and design preferences
- Save time on back-and-forth emails
- Create a smoother, more aligned workflow that keeps clients happy
What’s Included
This form covers the essentials:
- Platform links, top priorities, and content types
- Brand style, voice, and visual preferences
- Audience insights and engagement habits
- Marketing goals, budget, and time commitments
- Expectations for involvement, review process, and deliverables
You can customize it for different clients or service tiers, or keep it consistent across your business for a more systemized workflow.
How to Use It
- Send it after a client signs their contract
- Include it in a kickoff email or welcome packet
- Walk through it during an onboarding call
- Reuse it to audit a current client’s social presence
It can be delivered via Google Form, embedded in your Pagewheel delivery page, or included in a branded PDF.
Bonus: Make It Sellable
You can also turn this form into a digital product or lead magnet for:
- Other social media managers (if you serve freelancers or run a community)
- DIY business owners who need help organizing their strategy
- VA or OBM clients who manage social for others
Use Pagewheel to:
- Brand it, build a cover, and set up a sales or opt-in page
- Deliver the form + bonuses automatically
- Add a testimonial collection guide to turn happy clients into raving fans
When your onboarding experience is smooth, your client is reassured that they made the right choice.
More Resources
- Grab the Ultimate Client Intake Form Form for Social Media Managers pdf or the entire share funnel!
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