Client Intake Questionnaire Template
About
Streamline your onboarding process with this Client Intake Questionnaire Template, designed for social media managers who want to start every client relationship with clarity and confidence.
This editable form gathers everything you need to create aligned, on-brand content without endless back-and-forth emails. From brand voice to visual style, you’ll know exactly how to represent your client from day one.
What’s Inside:
- 8-section, fully editable Canva client intake form (US Letter size)
- Brand essentials: name, tagline, colors, fonts, and style notes
- Digital presence: website and social media profiles
- Brand voice & personality: tone, language, and messaging rules
- Visual style: design preferences and things to avoid
- Your offers: products, services, and campaigns
- Content strategy: themes, stories, and topics to highlight or skip
- Operational alignment: contact details, timelines, and review process
- Content assets: file access, media guidelines, and content sources
Why You’ll Love It:
- Professionalizes your onboarding process
- Saves hours collecting brand details
- Prevents misunderstandings about tone, style, and content direction
- Easy to customize in Canva
Perfect For:
- Social media managers
- Digital marketing agencies
- Virtual assistants managing social media
- Creative service providers
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