Social Media Client Intake template
A social media intake form should establish who does the work after a post idea is approved. This template covers channel scope, audience, content topics, asset supply, review time and responsibility for comments or urgent messages. An existing calendar link is optional and appears only when the client has a calendar.
12 questions · Free plan: 500 responses/month · fully customizable
- Editable split-screen artwork
- Animated question transitions
- 1 built-in logic rule
What’s inside
The questions this template ships with — rename, reorder, or delete any of them in the builder.
When to use this template
- Starting a managed social media engagement
- Handing a client's channels from an internal team to an agency
- Setting an approval process before creating the first content calendar
Tips to get more from it
- Remove channels outside your scope and make unusual publishing requirements explicit at kickoff.
- Ask for a realistic approval window before agreeing a posting cadence.
- Define who owns urgent messages and escalation; a content calendar alone does not establish community support coverage.
Example response and next steps
Illustrative example, not a real customer submission.
A small interiors brand wants help with Instagram and LinkedIn while keeping customer support in-house.
- Who approves posts, and how much review time do they need?
- The founder approves a weekly batch with two working days for review.
- Who handles comments, direct messages and urgent issues?
- Our support lead handles customer issues; the agency flags messages for that team.
How to use the response
Build approval time into the calendar and document how flagged messages reach the support lead. Confirm which images have permission for the planned channels before drafting posts.
Before publishing your version
Test both calendar answers. Confirm channel choices, invitation owners and the scope of community response with the client before treating the answers as an operating agreement.
Questions people ask
Does this form connect to social accounts?
No. It collects the brief and access owner's details. Account invitations and scheduling tools must be configured separately.
How is this different from a creator collaboration application?
This is for onboarding a client whose social channels you will manage. A creator application qualifies potential partners for a collaboration.
Can the client describe a different channel?
Edit the channel choices before sharing. The supplied Other choice signals a follow-up discussion; it is not a connection to another platform.
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