Social Media Onboarding
Account Manager
Contact Name
Contact Phone Number
*
Contact Email
*
Preferred Method of Contact
Email
Call
Text
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Want to Include Alternate Contact?
YES
NO
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Alternate Contact Info
Company Owner Name (if Different than Contact)
Company Name
Company Phone Number
Company Email
Company Tagline
Logo Needed?
YES
NO
PROVIDED
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Colors
Create Customer Share Folder?
YES
NO
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Email for Customer Share Folder
Already Have A Facebook Business Page?
YES
NO
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Facebook URL or Page Name
Already Have Instagram?
YES
NO
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Instagram URL
Instagram Username/Email
Instagram Password
Already Have Twitter?
YES
NO
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Twitter URL
Twitter Username/Email
Twitter Password
Already Have LinkedIn Business Page?
YES
NO
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LinkedIn URL
LinkedIn Username/Email
LinkedIn Password
Already Have YouTube Business Account?
YES
NO
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YouTube URL
YouTube Username/Email
YouTube Password
Other Accounts? Provide Details
Main Goals to Focus on with Social Media
Main Competitors? Anything You Offer That Competition Doesn't?
Suppliers/Vendors/Associations/Certifications You Want Mentioned?
Have Any Content That We Can Use? (images, video etc.)
Do You Have Someone Who Can/Will Respond to Comments/Private Messages?
YES
NO
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Will You Send Out Invitiations to Add Followers?
YES
NO
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Businesses, Brand, or People That Your Company Page Can Start Following?
Special Events or Holiday's That Are Off-Limits?
Would You Like to Preview Posts Before They Publish?
YES
NO
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Do You Want to Approve/Reject Posts Before they Publish?
YES
NO
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Post Preview/Approval Email
Seasonal or Ongoing Promos You Want to Highlight?
Additional Social Media Notes
SUBMIT