Client Onboarding — THE SOCIALIZE

Where you live online

Your
socials

Instagram handle

Facebook page

YouTube (if any)

TikTok / other (if any)

Who posts your content right now?

Just me A team member Nobody / inconsistent

No passwords here — ever. After onboarding, access is set up through secure Meta Business collaborator invites and our shared Slack.

How you should sound

Brand
& voice

Three words that describe your brand

Words or vibes to avoid

Anything that would make you cringe if it got posted.

2–3 accounts you admire (any niche)

Research starts with what you like — so your feed feels like you.

Your story in a few lines

The turning points. This becomes your most powerful content pillar.

Who pays you & why

Audience
& offers

Describe your dream client

Your services & prices

List everything — sessions, memberships, packages, programs.

Best-selling service

Highest-profit service

What winning looks like

Your
goals

#1 goal for the next 90 days

More bookings / sales Grow audience Launch something new Build personal brand

Current monthly revenue (rough)

Revenue goal in 6 months

If we're celebrating in 90 days — what happened?

How we'll work

Filming
& content

How comfortable are you on camera?

Love it Fine with a script Nervous but willing Prefer faceless

Best days to film

What will you film on?

Existing content we can use (optional)

Old videos, photos, testimonials, b-roll — link a Drive/Dropbox folder if you have one.

Ready to stop guessing?

I understand THESOCIALIZE will use this information to build my content strategy, and I'll provide platform access through secure invites (never passwords) after onboarding.

Please fill the required fields and tick the agreement box.

Please fill out the
onboarding form

Your
business

Your
socials

Brand
& voice

Audience
& offers

Your
goals

Filming
& content

Approvals &
communication

Ready to stop guessing?

You're in.

Yourbusiness

Yoursocials

Brand& voice

Audience& offers

Yourgoals

Filming& content

Approvals &communication

Ready to stop guessing?

You're in.

Your
business

Your
socials

Brand
& voice

Audience
& offers

Your
goals

Filming
& content

Approvals &
communication