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On-Boarding Checklist
Brand / Business Name
*
Contact Person Name
*
Email Address
*
Phone/Whatsapp
*
Website (if any)
Country & Time Zone
*
Business Overview
Brief description of your business (1–3 sentences)
*
Industry/Niche
*
Stage of Business
*
Stage of Business
A
Idea Stage
B
Early/Growing
C
Established
Primary offer(s) or services(s)
*
Current monthly revenue range (optional but recommended)
Goals & Success Metrics
What made you reach our right now?
*
Top Three goals you want to achieve in the next 3-6 months
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Top Three goals you want to achieve in the next 3-6 months
Brand awareness
leads
sales
Community growth
Authority Posting
How will you define success at the end of our work together
*
Any upcoming launches, deadlines, or campaigns?
*
Target Audience
Who are you trying to reach?
Age range
*
Location
*
Gender
Their biggest problem or desires
*
What do you want your audience to
feel
when they interact with your brand?
*
Platforms & Assets
Platforms you want support with
*
Platforms you want support with
Instagram
Tiktok
X/Twitter
LinkedIn
Pinterest
Email marketing
Other
Other
Links to existing social media accounts
Website/ Landing page link
Do you already have:
*
Do you already have:
Brand colors
Fonts
Logo
Brand guidelines
Content & Brand Voice
How would you describe your brand voice? (e.g. bold, calm, luxury, playful)
*
3 brands or creators you love (links)
3 brands or styles you dislike
Any words, phrases, or topics to avoid?
Scope of Support (What I Do)
What are you hiring me for?
*
What are you hiring me for?
Social media strategy
Content research & insights
Content planning & calendars
Graphic design (static posts, carousels, templates)
Copywriting &captions
Posting & Scheduling (if needed)
Analytics, reporting & optimization
Project management & coordinantion
Important clarification (confirmation checkbox)
*
Important clarification (confirmation checkbox)
I understand that content shooting/filming is not included and will be handled by the brand or the third party
Level of involvement
1. Strategic partner (advisory + execution guidance)
2. Full content & platform management (without shooting)
3. PM-led coordination with my internal/external team
Brand Ambassador / Face of Brand Interest
Are you interested in working with me as a brand ambassador or brand face
Are you interested in working with me as a brand ambassador or brand face
A
Yes
B
No
If yes, wat type of collaboration are you seeking?
*
If yes, wat type of collaboration are you seeking?
Social media promotion
Content featuring your product/service
Long-term ambassadorship
Campaign-based collaboration
Access & Permissions
Will you provide:
Social Media Access
Social Media Access
A
Yes
B
No
Preferred communication channel:
*
Preferred communication channel:
Whatsapp
Email
Slack
Budget & Commitment
Monthly budget range for this service
*
Preferred working period
*
Preferred working period
1 month
3 months
6 months
Permanent position
Are you ready to start immediately?
*
Preferred starting date
*
Decision & Alignment Check
What would make this collaboration a experience for you?
*
Any concerns, fears, or expectations you want to share upfront?
*
Final Confirmation
*
Final Confirmation
I confirm that the information provided is accurate
I understand this form does not guarantee acceptance and is for alignment purposes
Submit
