Social Media Management Client Onboarding Form

Onboard Social Media Clients Faster with Paperform

If you're running a social media management agency or offering social services as part of your marketing mix, you know that onboarding new clients can be time-consuming and scattered. Email threads with login details, endless back-and-forth about content preferences, and unclear approval processes can slow down your launch timeline and frustrate both parties.

This Social Media Management Client Onboarding Form centralizes everything you need to get started on the right foot. Instead of juggling multiple documents, spreadsheets, and email chains, you can collect account credentials securely, understand your client's brand voice and content goals, map out their content calendar preferences, and establish a clear approval workflow—all in one beautifully branded form.

Built for Social Media Managers and Marketing Agencies

Whether you're a freelance social media manager, a boutique agency, or part of a larger marketing team, this template helps you:

• Capture account access details for Facebook, Instagram, LinkedIn, TikTok, Twitter, and more—securely and in one place
• Understand brand voice and tone through targeted questionnaire fields that reveal how your client wants to sound online
• Set content calendar expectations including posting frequency, preferred days/times, and content themes
• Establish approval workflows so you know who reviews content, how feedback is provided, and what the turnaround times look like

Once a client submits the form, you can use Stepper (stepper.io) to automatically create a new project in your project management tool, send the details to your content team, set up reminders for approval deadlines, and trigger a welcome email sequence. This means less admin time and faster time-to-first-post.

Why Paperform for Agency Onboarding?

Paperform is designed for SMBs and agencies that need professional, on-brand forms without a developer. You can customize this template to match your agency's look and feel, embed it directly on your website, or send it as a standalone link. With conditional logic, you can show or hide questions based on which platforms the client wants you to manage, keeping the form relevant and concise.

Plus, Paperform's native integrations let you push client data straight into your CRM (like HubSpot or Pipedrive), store details in Airtable or Google Sheets, and notify your team in Slack the moment a new client is ready to go.

Whether you're onboarding your first client or your hundredth, this template gives you a repeatable, professional process that sets clear expectations and helps you deliver great results from day one.