Client Onboarding for Social Media and Ads Designs

Social Media and Ads Design Onboarding Form
The Business

Let's start with the foundation. The more context you give here, the more your work will reflect your actual brand.
What's Your Business Name?
What does your business do? Explain it like you're talking to someone who has never heard of it.
Describe your product, service or offer in plain language.
Where's the business right now?
Why does your business exist? What problem does it solve and why do you care about solving it?
The 'why' behind what you do.
What makes you different from competitors? What can you offer that others can't or don't offer?
Your competitive edge.
What's the primary goal you want this project to help you achieve?

Your Audience

Who we are designing for matters as much as what we are designing. The clearer you are here, the more targeted and effective the work will be.
Who's your ideal customer/client? Describe them as specifically as possible
Age, profession, lifestyle, mindset, where they spend time online.
What is the biggest problem or frustration your audience faces that you solve?
What keeps them up at night?
What does your audience ultimately want? What outcome are they hoping for?
What does success look like for them?
What would make your ideal customer trust you enough to buy or work with you?
What needs to be true about how you show up for them to say yes?
Is there a secondary audience we should keep in mind? (e.g. investors, media, partners, etc)
Optional

Brand Personality

Every brand has a voice and a feeling, even if it hasn't been defined yet. This section helps us understand how you want to come across.
If your brand were a person, how would you describe its personality? Choose up to 5 words
If none of the options above doesn't suit your brand personality, describe your brand personality below in your own words
How should your brand communicate?
What should your brand never feel like? What would be completely wrong for it?
Name 2-3 brands (in any industry) whose personality, tone, or feeling you admire. Explain why briefly.

Visual Direction

This section is about aesthetic instinct, what you're drawn to and what you want to avoid. There are no wrong answers here.
What overall visual feeling are you going for?
Do you have any existing brand colours? If yes, list them(hex codes if you have them). If not, describe colours that feel right.
Share 2-3 visual references: brands, websites, Instagram accounts, or designers, whose visual style you admire. Links or descriptions both work.
Are there any visual styles, colours, or aesthetics you want to actively avoid?
Do you have any existing brand assets? (logo, fonts, previous designs)

Competitors & Market

Understanding your competitive landscape helps us position you distinctly not just differently, but meaningfully.
Who are your top 2-3 direct competitors?
When someone sees your brand next to a competitor, how do you want to stand out?

Project Logistics

Practical details to make sure the project runs smoothly from day one
Do you have a specific deadline or launch date this needs to be ready for?
Who's the primary decision maker on feedback and approvals for this project?
How many people will be involved in giving feedback on this project?
How do you prefer to communicate during the project?
Is there anything else you want us to know before we begin? Anything that would help us do our best work for you?
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Social Media and Ads Design Onboarding Form