Client Onboarding — Social MD

01

Business Information

The basics — who you are and how to reach you.

Full Name *

Business Name *

Email Address *

Phone Number

Business Address

Website URL

Booking Link

Hours of Operation

02

Services & Offers

Help us understand what you offer and what you want to promote.

List Your Core Services * Include service name and price if you're comfortable sharing.

Which services do you most want to grow? We'll prioritize these in your content plan.

Any Active Promotions or Upcoming Specials?

Do you have a membership or loyalty program?

Yes, I have one I'm building one Not currently

03

Brand Identity

Your visuals and voice — this shapes everything we create.

Logo File Upload PNG with transparent background preferred. Source file (AI, EPS, SVG) is a bonus.

Click to upload or drag and drop
PNG, SVG, AI, EPS, PDF — max 20MB

Brand Colors Share up to 3 hex codes. If you don't know them, pick the closest colors below.

Brand Fonts What fonts do you use? If you don't know, describe the feel (elegant serif, modern sans, etc.)

Brand Voice — How should your content sound?

Warm & personal — feels like a trusted friend Luxe & elevated — upscale, aspirational Educational — you love teaching your audience Results-driven — before/afters, numbers, outcomes Fun & playful — light-hearted, relatable

Brand Voice in Your Own Words 3–5 adjectives, or describe the feeling you want clients to have.

Inspiration Accounts Instagram handles of accounts whose content style you love — could be competitors, aspirational brands, anything.

Do you have existing brand guidelines?

Yes — I'll upload them Informal / in my head We're building them now

Brand Guidelines Upload Optional — PDF, DOCX, or image files

Upload guidelines if you have them

04

Social Media & Access

We need to know what you're working with and how you'd like us to operate.

05

Content & Visual Assets

Existing photos, videos, and materials we can pull from right away.

Do you have existing photos/videos we can use?

Yes — plenty of them Yes — some, but limited Starting from scratch

Asset Upload Upload any logos, photos, or brand files you'd like us to have access to. Large libraries can be shared via Google Drive link below.

Upload photos/videos — or share a Drive link below

Google Drive / Dropbox Link If your library is too large to upload

Do you have before & after photos?

Yes, with signed client consent Yes, but no formal consent yet Not currently

06

Your Ideal Client & Goals

This shapes every content decision we make.

Describe your ideal client Age range, lifestyle, what treatments they're after, what they care about.

What does success look like in 90 days?

Your biggest marketing challenge right now

Posting consistently — I keep going dark Running out of content ideas Low engagement — not enough saves, shares, or comments Followers aren't converting to booked clients No time — I'm too busy treating clients Keeping existing clients coming back

Anything we should not talk about or reference? Competitors to avoid, topics that don't fit your brand, treatments you're phasing out, etc.

07

Working Together

Preferences, communication style, and how we'll collaborate.

Let's build something
beautiful together.

You're all set, friend.

Let's build somethingbeautiful together.

You're all set, friend.

Let's build something
beautiful together.