INSTAGRAM + TIKTOKSOCIAL MEDIA MANAGEMENT - CLIENT INTAKE FORM
This form helps us learn about your business, brand, audience, content, and social media goals so we can manage your platforms with a clear strategy and consistent direction.
01 - CLIENT INFORMATION
Full Name
First Name
Last Name
Business Name
Email Address
example@example.com
Phone Number
Format: (000) 000-0000.
Business Website
Business Location
Preferred Method of Communication: Email / Text / Phone
02 - ABOUT YOUR BUSINESS
Tell us about your business.
What products or services do you offer?
What are the main products or services you would like us to promote?
Who is your ideal customer or client?
What makes your business different from your competitors?
What are your current business goals?
Do you have any upcoming launches, promotions, events, sales, or important dates?
03 - SOCIAL MEDIA ACCOUNTS
Instagram Username
Instagram Profile Link
TikTok Username
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TikTok Profile Link
Which platform is your main priority? Instagram / TikTok / Both equally
Instagram
TikTok
Both equally
Are you currently active on Instagram? Yes / No
Yes
No
Are you currently active on TikTok? Yes / No
Yes
No
How often are you currently posting?
Have you worked with a social media manager before? If yes, tell us about your experience.
04 - SOCIAL MEDIA GOALS
What are your main goals? Check all that apply:
Increase brand awareness
Grow audience
Increase engagement
Professional online presence
Build community
Generate leads
Increase bookings
Increase product sales
Drive website traffic
Promote services
Promote products
Improve brand consistency
Create engaging content
Other
What would make social media management successful for your business?
Are there specific goals or results you would like us to work toward?
05 - TARGET AUDIENCE
Describe your ideal customer or client.
What age range are you primarily targeting?
Where is your target audience located?
What are your audience's main interests?
What problem does your product or service solve?
What do you want people to think or feel when they discover your Instagram or TikTok?
06 - BRAND DIRECTION
Describe your brand in 3-5 words.
How would you describe your desired social media aesthetic?
Preferred tone: Professional / Luxury / Clean & Minimal / Educational / Friendly / Fun / Bold / Feminine / Editorial / Conversational / Other
Professional
Luxury
Clean & Minimal
Educational
Friendly
Fun
Bold
Feminine
Editorial
Conversational
Other
Brand Colors / HEX Codes
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Brand Fonts
Upload/Provide Logo and Brand Guidelines
Share 2-5 Instagram or TikTok accounts that inspire you.
What do you like about these accounts?
Are there any colors, styles, topics, phrases, trends, or content types you do NOT want associated with your brand?
07 - CONTENT
What types of content would you like posted? Reels / TikTok videos / Product content / Service promotions / Educational / Tips / Testimonials / Before & after / Behind-the-scenes / Lifestyle / Promotional graphics / Carousels / Trends / Brand awareness / Sales / Other
Reels
TikTok videos
Product content
Service promotions
Educational
Tips
Testimonials
Before & after
Behind-the-scenes
Lifestyle
Promotional graphics
Carousels
Trends
Brand awareness
Sales
Other
How will you provide your photos and videos?
How frequently can you provide new content? Weekly / Biweekly / Monthly / As needed
Weekly
Biweekly
Monthly
As needed
Do you currently have professional product/service photos? Yes / No
Yes
No
Do you currently have high-quality video content for Reels and TikTok? Yes / No
Yes
No
Do you need Content Creation Services? Yes / No / I would like more information
Yes
No
I would like more information
IMPORTANT:
Content is owner-provided unless Content Creation is added separately.
08 - INSTAGRAM MANAGEMENT
What would you like us to manage? Feed posts / Reels / Stories / Captions / Hashtags & keywords / Comments / DMs / Scheduling / Engagement / Profile optimization / Other
Feed posts
Reels
Stories
Captions
Hashtags & keywords
Comments
DMs
Scheduling
Engagement
Profile optimization
Other
Are there specific Instagram Highlights you would like maintained or created?
Are there specific products or services you want featured more frequently?
09 - TIKTOK MANAGEMENT
What would you like us to manage? Video posting / Captions / Keywords / Scheduling / Trend research / Comment management / Community engagement / Content strategy / Other
Video posting
Captions
Keywords
Scheduling
Trend research
Comment management
Community engagement
Content strategy
Other
Are you comfortable participating in TikTok trends when they align with your brand? Yes / No / Please ask me first
Yes
No
Please ask me first
Are there any TikTok trends or content styles you do not want your business participating in?
10 - COMMENTS + DMS
Would you like us to respond to Instagram comments? Yes / No
Yes
No
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Would you like us to respond to TikTok comments?
Yes
No
Would you like us to respond to Instagram DMs?
Yes
No
What types of questions can we answer without contacting you first?
What types of messages should always be forwarded to you?
How would you like complaints or unhappy customers handled?
Provide standard customer information we may need: business hours, pricing, booking, shipping, returns/refunds, product availability, and service information.
11 - CONTENT APPROVAL
Would you like to approve content before it is posted?
Yes
No
Who will be responsible for approving content?
Typical approval time:
Same day
Within 24 hours
Within 48 hours
Do you have any preferred posting days or times?
12 - LINKS + CALL TO ACTION
Website Link
Booking Link
Online Store Link
Customer Email Address
example@example.com
Business Phone Number
Format: (000) 000-0000.
Primary CTA:
Book an appointment
Shop online
Visit website
Send a DM
Call
Email
Request a quote
Other
13 - ACCOUNT ACCESS
After your onboarding form is completed, you will receive instructions for securely providing the necessary access to your Instagram and TikTok accounts.
For security purposes, do not submit social media passwords through this form.
14 - FINAL DETAILS
Is there anything else you would like us to know about your business or social media presence?
Do you have any special requests for your Instagram or TikTok management?
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What is the most important thing you want us to understand about your brand?
CLIENT ACKNOWLEDGMENT
Please acknowledge the following statements:
I understand that content is owner-provided unless Content Creation Services are purchased separately.
I understand that I may be responsible for providing photos, videos, brand assets, product/service information, promotions, and other materials needed for management.
I understand that delayed content, information, or approvals may affect the posting schedule.
I understand that social media management does not guarantee a specific number of followers, views, engagement, leads, bookings, or sales.
I confirm that the information provided in this form is accurate.
Client Full Name
First Name
Last Name
Digital Signature
Should be Empty: