Social Media Onboarding Questionnaire
We know it takes time and effort to complete this, and we truly appreciate it. Your input is essential — it gives us the insight we need to position your business online with purpose and consistency.To create an effective and personalized social media strategy, we need to understand who you are, what you offer, and who you're trying to reach. This questionnaire helps us get clear on your goals, ideal audience, brand voice, and visuals — so we can build content that reflects your brand and drives real results.The more detail you share, the better we can represent your business and help it grow.Let’s get started!
Business & Contact Details
Business Name
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Contact Person (Name and Surname)
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Name
Surname
Position/Role
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Email
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Contact Number
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Website URL
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Social Media Links
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Please paste the direct link(s) to your business pages below where applicable:
Facebook
Instagram
Personal LinkedIn
Business LinkedIn
Google Business
TikTok
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Business Overview
Briefly describe your business
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What makes your business unique?
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What are your top 3 goals for using social media? Select the goals that best match what you want to achieve through your social media presence. This will help us tailor your content and strategy accordingly.
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Build brand awareness
Generate leads or enquiries
Increase website traffic
Boost product/service sales
Educate or inform your audience
Build trust and credibility
Grow your online community
Position yourself as an expert
Recruit staff or contractors
Promote events or seasonal offers
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Ideal Client / Target Market
Who is your ideal client or customer?
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What problems or challenges does your ideal client face?
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Where does your audience spend time online? Select all the platforms where your ideal clients are most active or where you would like to build a presence.
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Facebook
Instagram
LinkedIn
TikTok
WhatsApp
YouTube
Other (please specify)
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Services / Products
List your main services or products Please provide a list of the core services or products your business offers. This helps us understand what to highlight in your social media content.
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Which services or products would you like to focus on first?
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Do you have any seasonal or limited-time offers?
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Do you offer any additional services?
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Delivery
Online booking or appointment scheduling
Virtual consultations
Emergency or after-hours service
Free quotes or assessments
On-site service
Other (please specify)
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Brand Personality & Voice
Describe your brand personality. How would you describe the overall feel or vibe of your brand? Choose all that apply — this helps us ensure your content reflects your business identity. Select all that apply.
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Professional
Fun
Bold
Relaxed
Luxury
Approachable
Friendly
Confident
Minimalist
Trendy
Other (please specify)
What tone of voice do you prefer for your content?How would you like your posts to sound when we write on your behalf?Select all that apply.
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Conversational
Formal
Inspiring
Cheeky or humorous
Educational
Empowering
Direct and to the point
Motivational
Soft and supportive
Other (please specify)
Are there any specific keywords or phrases you'd like us to use often?
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Are there any words, topics, or tones we should avoid?
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Visuals & Branding
Do you have a logo and brand colours you'd like us to use?
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Yes
No
I'm not sure
Upload your brand files here.
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Browse Files
Drag and drop files here
Choose a file
Cancel
of
Are you happy for us to use stock images or videos in your posts if needed?
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Yes, that’s fine
No, I prefer only my own visuals
Maybe, depending on the post (we can check with you first)
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Offers, Testimonials & CTAs
Do you currently have any promotions, packages, or special offers you'd like us to promote?
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Do you have online client reviews we can refer to for testimonials?
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Yes
No
Not yet, but we are collecting some
If yes, please paste the link(s) to your review pages below.
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Access & Authorisation
Who will be responsible for reviewing and approving social media content?
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Are we allowed to tag your business in social media posts?
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Yes
No
Please select the Marketing Package you've signed up for or are interested in. This will determine which platforms we manage and what access we’ll need.
Starter Package – R2000/month (2 Platforms)
Growth Package – R3500/month (3 Platforms)
Pro Package – R5000/month (4 Platforms)
lease select the platforms you’d like us to manage (you may choose up to the number of platforms included in your selected package)
Facebook
Instagram
LinkedIn
TikTok
To allow us to manage your Facebook Page, please add the Facebook profile of our Director https://www.facebook.com/jana.leroux/ as an admin to your Business Page with full admin rights.
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Yes, I’ve already added her as an admin
Not yet, I’ll do it later
I need help with this
Please provide your Instagram login details below so we can schedule and manage posts directly.
🔐 Your login details are treated with the highest level of confidentiality and used exclusively for account setup and content management by the Kreativworx team. If you prefer not to submit login details through this form, please select “I need help” and we’ll assist you in a secure one-on-one setup session.
Have you provided your Instagram login or prefer another method?
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I’ve entered my details above
Not yet, I’ll do it later
I need help with this
If your Company Page is managed via your personal LinkedIn, please provide your login so we can request access and manage content.
🔐 Your login details are treated with the highest level of confidentiality and used exclusively for account setup and content management by the Kreativworx team. If you prefer not to submit login details through this form, please select “I need help” and we’ll assist you in a secure one-on-one setup session.
Have you provided your LinkedIn login or prefer another method?
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I’ve entered my details above
Not yet, I’ll do it later
I need help with this
Please provide your TikTok login so we can post and manage content as needed.
🔐 Your login details are treated with the highest level of confidentiality and used exclusively for account setup and content management by the Kreativworx team. If you prefer not to submit login details through this form, please select “I need help” and we’ll assist you in a secure one-on-one setup session.
Have you provided your TikTok login or prefer another method?
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I’ve entered my details above
Not yet, I’ll do it later
I need help with this
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Add-Ons to enhance your Marketing Strategy
Boost your online presence with our additional services. Tailor your marketing plan to meet your specific needs by adding any of the following services to your package. Whether it’s expanding your reach with Google Ads, increasing organic engagement with Facebook and WhatsApp groups, or growing your LinkedIn network, we’ve got you covered!
Month-to-Month Plan
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Starter Package @ R2000 per month
Growth Package @ R3500 per month
Pro Package @ R5000 per month
Please select one of the following options:
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I want to add add-ons (Choose from our available marketing services)
I do not want any add-ons (Standard package only)
Select the marketing services that best suit your business needs. You can choose one or more options to enhance your online presence:
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Google Ads
Facebook Group Shares
WhatsApp Group Shares
LinkedIn Personal Account Growth
LinkedIn Invitation to Business Page
Google Ads Budget Options: If you've selected Google Ads, please choose your preferred budget and review the breakdown of fees and ad spend:
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Starter Package @ R3000 Google Ads budget *R900 covers fees, leaving R2100 for ad spend.
Growth Package @ R6000 Google Ads budget *R1800 covers fees, leaving R4200 for ad spend.
Pro Package @ R9000 Google Ads budget *R2700 covers fees, leaving R6300 for ad spend.
Facebook Group Shares Options: If you've selected Facebook Group Shares, please choose the number of group shares you'd like to purchase:
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R100 for 50 Group Shares
R200 for 100 Group Shares
R400 for 200 Group Shares
WhatsApp Group Shares Options: If you've selected WhatsApp Group Shares, please choose the number of group shares you'd like to purchase:
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R100 for 50 Group Shares
R200 for 100 Group Shares
R400 for 200 Group Shares
LinkedIn Personal Account Growth Options: If you've selected LinkedIn Personal Account Growth, please choose the number of industry-related connections you'd like to grow:
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R150 for 50 Connections
R300 for 100 Connections
R450 for 150 Connections
LinkedIn Invitation to Business Page Options: If you've selected LinkedIn Invitation to Business Page, please choose the number of invitations you'd like to send:
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R150 for 100 Invitations
R200 for 125 Invitations
R250 for 250 Invitations
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Final Notes
Is there anything else you'd like us to know?
What does success look like to you on social media?
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Confirming Today's Date
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Day
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Month
Year
Date
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