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  1. Home
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  3. Onboarding
  4. Social Media Marketing Client Onboarding Form
Onboarding

Social Media Marketing Client Onboarding Form 2026

Streamline new client onboarding for social media marketing projects by gathering essential information on goals, presence, and business objectives.

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Trusted by over 10,000 customers and growing

40K+

Conversations Started

300K+

Questions Answered

10K+

Forms Created

This template is ideal for

Social Media Agencies

Efficiently onboard new clients by collecting all necessary social media profiles, marketing goals, and brand guidelines in one centralized form.

Freelance Marketers

Simplify your client intake process, ensuring you have a clear understanding of each client's vision and expectations before starting any project.

Project Managers

Standardize data collection for social media projects, enabling consistent project planning and execution across your client portfolio.

Why you are switching to AI forms.

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Smarter AI Forms, Built Effortlessly

AI builds and refines your form through natural conversation no templates, no complex logic, no coding. From a simple text prompt or URL, Dashform generates intelligent flows that adapt automatically.

Conversations That Understand Context

Dashform turns traditional form-filling into a two-way dialogue. The AI understands intent, remembers context, and asks relevant follow-up questions just like a real human conversation.

Better Data, Better Decisions

Every response is transformed into structured, meaningful, and ready-to-use data. Integrate with your favorite tools.

Powerful features included

Everything you need to create amazing forms

Smart Field Detection
Automatically detects and suggests the best field types for your data.
Real-time Validation
Validate responses as users type with instant feedback and error messages.
Multi-device Support
Forms work seamlessly across desktop, tablet, and mobile devices.
Advanced Analytics
Track form performance with detailed analytics and response insights.

Frequently asked questions

Everything you need to know about this template

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Stop losing insights to outdated forms.

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Welcome to Our Social Media Marketing Onboarding!We're excited to learn more about your business and how we can elevate your social media presence. Please take a few moments to fill out this form, providing us with essential information that will help us tailor our strategy to your unique needs and goals.
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