For social media agencies & freelancers

Client onboarding in days instead of weeks

One onboarding form collects everything for the engagement start: logos and guidelines via upload, channel overview, approval process, contacts — and a checklist of which access you need. Posting instead of chasing.

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What gets collected?

~2 Wochen shorter ramp-up per engagement when assets and processes arrive on day one instead of in dribs and drabs

The sluggish start of every social engagement

Weeks until the first post

Contract signed, motivation high — and then: the logo arrives as a screenshot, the brand guideline is "somewhere", the Instagram admin is on holiday. The first paid weeks pass waiting instead of creating.

Assets scattered across ten channels

Logo by email, fonts via WeTransfer, imagery in a Drive folder with broken sharing, tone of voice "let's do it by phone". With three clients in parallel, nobody knows what's complete and what's missing.

Access chaos — including passwords by email

Which channels exist, who's admin, what do you actually need? Without structure this ends at worst with clients emailing passwords in plain text — a security and liability risk for both sides.

Onboarding as one structured run

  1. 1

    Build the onboarding flow once

    All starting info in one form: channel inventory (which profiles exist, who manages them), brand assets via file upload, tone and no-gos, approval process and response times, contacts with deputies, content pillars and topic taboos.

  2. 2

    The client delivers everything in one place

    One question per screen, logos and guidelines uploaded directly, draft saving when a colleague with the channel info needs asking first. The access checklist clarifies the WHAT — the handover itself runs securely via password manager or team invitation.

  3. 3

    Day one is a working day

    Everything sits structured in the dashboard: assets, processes, owners, outstanding access as a clear to-do list for the client. Your team starts with the content calendar and first posts — not an email hunt.

Built for the engagement start

File upload for brand assets

Logos, guidelines, fonts, imagery — uploaded right in the form and virus-scanned, instead of scattered across five channels.

Conditional logic

LinkedIn questions only when LinkedIn is booked, the TikTok block only for TikTok — the form follows the booked package.

Draft saving

The marketing lead completes it today, the channel admin adds to it tomorrow — same link, no restart.

Your branding (Pro)

The first process touchpoint after signing carries your logo and colours — agency quality from step one.

Security by design

Password protection for the form, encrypted transfer — and a design that deliberately does NOT ask for passwords.

GDPR + DPA

Hosted in Germany, Art. 28 DPA — as an agency you list Questee cleanly as a sub-processor.

A fraction of an onboarding tool

Free to start (3 forms, 100 responses/month). Pro at €12/month (€9/month annually): unlimited forms, your own branding, AI included — instead of $50 US SaaS per month.

Free

3 forms, 250 responses/month

Pro

Unlimited, 10,000 responses/month, AI included

View all plans

Questions from agency onboarding

How do I handle access and passwords?
Iron rule: passwords belong in no form, no email and no chat tool. The onboarding form only captures the WHAT — which channels exist, who's admin, which roles you need. The handover itself runs through the secure routes: team invitation in Meta Business Suite, partner access in Ads Manager, shared vaults in a password manager. The form provides the complete checklist for it.
What should a social media onboarding capture?
Six blocks have proven themselves: channel inventory with admin clarification, brand assets (logo, colours, fonts, imagery) via upload, tone with examples and no-gos, approval process (who, how fast, via which route), contacts including holiday cover, and content input: topic pillars, upcoming dates, taboos. With conditional logic you show only the blocks matching each booked channel.
Why not Google Forms for onboarding?
Your freshly won client just hired an agency for their brand presence — and the first thing they'd see of your process is a form in Google's default look? Questee renders onboarding in your branding, handles virus-scanned file uploads, per-channel conditional logic and draft saving. Plus German hosting with a DPA — a privacy grey area with Google Forms once client data flows.
Will clients really complete such a long form?
Yes — because the incentive sits on their side: the sooner onboarding is complete, the sooner the posting they pay for starts. One-per-screen keeps it feeling short, draft saving allows splitting work across the client team, and conditional logic hides anything outside the booked package. Frame it in the kickoff as "your roadmap to the first post".
We're a processor for our clients — does Questee fit the chain?
Yes. As a social agency you process personal data on behalf of your clients and need a clean foundation for every tool. Questee hosts exclusively in Germany, no US data transfer, and provides the Art. 28 GDPR DPA. You can document Questee in your own processing records and towards clients as a sub-processor — without standard-contractual-clause debates.
What happens to the uploaded brand assets?
Uploads are virus-scanned server-side, transferred encrypted and stored tenant-isolated in Germany. You download them from the dashboard and move them into your asset management. Every download is logged — so you can trace who accessed client material and when.
Can I vary onboarding per client package?
Two routes: either one form with conditional logic branching on the package question — or separate forms per package (starter, growth, full service), unlimited on Pro. Many agencies combine: a core onboarding plus short add-on flows for ads mandates or community management.

Your next engagement start: checklist first, then content

Generate the onboarding form with AI, adapt the channel blocks, drop the link into your welcome email. Start free, no contract.

Build your onboarding now