• ONBOARDING + RENEWAL FORM

    This form confirms the new client’s service and renewal package, brand voice, content direction, and other key details before the next service period starts.

  • CLIENT INFORMATION

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Primary Platform*
  • Format: (000) 000-0000.

  • CURRENT STATUS

  • Which best describes you?*

  • BRAND VOICE + REPRESENTATION

    This section helps me understand how your brand should be represented across your content and communications.
  • How would you describe your brand voice?*
  • What should your audience feel when they read your content?*

  • STARTER PHASE VS. TIER PACKAGE

  • Starter Phase: A temporary 3-month onboarding period designed to build structure, test content response, and align brand voice before long-term management begins.

    Tier Package: An ongoing monthly management package selected after the Starter Phase. This determines posting volume, execution scope, and level of strategic support moving forward.

    Simple Breakdown:

    Starter Phase = Setup + Testing + Alignment.

    Tier Package = Ongoing Management + Structured Execution + Growth Support.

     

     

  • SERVICE PACKAGE SELECTION

    Packages are available in 6-month or 12-month terms. The service agreement will be sent after this form is reviewed.
  • Select your package.*

  • Onboarding + Renewal Term Options

    • 6-Month Agreement:
      Structured service term with a six-month review point.
    • 12-Month Agreement:
      Long-term service term for consistent planning and ongoing support.
  • Select your preferred term:*

  • TRANSITION TIMELINE

  • If you are renewing after Starter Phase, when does your Starter Phase end?
     - -
    2 digit month, 2 digit day, 4 digit year

  • Consistency Tip:

    To protect the work and investment already made, it is important to keep posting consistently. Pausing too long can weaken visibility, reach, and audience momentum.

     

  • CONTENT DIRECTION

    This section helps me understand the type of content that will best serve your audience and align with your goals.
  • What do you want more of right now?*

  • CONTENT INPUT

  • Will you provide content ideas, notes, or direction monthly?*
  • Preferred submission format:*
  • Do you have existing content available to pull from?*

  • VISUAL STYLE

  • Which visual style do you prefer most?*
  • Do you want your personal image used more in content?*

  • PROMOTIONS + KEY DATES

  • Are you promoting anything during this service period?

  • COMMUNICATION

  • Preferred communication method.*
  • Best response window.*

  • ADD-ONS + LAST-MINUTE REQUESTS

  • Do you anticipate needing any add-ons?*
  • Do you expect last-minute announcements?*

  • FINAL ALIGNMENT

  • Please note: New clients, returning clients, and renewals is not complete until a package is selected, the updated agreement is confirmed, and payment details are finalized.

  • Should be Empty: