Partner Onboarding – Summit Marketing Co

Partner Onboarding Questionnaire

Before we dive in, we’d love for you to fill out this quick questionnaire. Some of these questions may have already come up during your discovery call, but having everything in one place helps keep things clear for our team and ensures we’re aligned on your goals and content style. It’s a small step that makes a big difference as we get started!

Business Name

Business Address

Business Phone

Website Address

Primary Contact Name

Primary Contact Email

Industry/Niche

Briefly describe what your business does

What sets your business apart from competitors?

Who is your target audience?

What are your top 3 goals for social media? (e.g., brand awareness, lead generation, community engagement)

How often would you like to post per week?

Do you currently run paid ads? If yes, please provide details.

Are there any KPIs (Key Performance Indicators) we should focus on?

Upload your logo(s), brand guide, or preferred colors/fonts (if applicable).

Do you have brand voice/tone guidelines? (e.g., friendly, professional, funny, bold)

List a few competitors or similar businesses whose social media presence you like

Are there topics or types of content you want us to focus on? (e.g., educational, promotional, behind-the-scenes)

Any content types to avoid?

List any recurring events/promotions you want covered:

Upload any existing media (photos/videos) we can use

Preferred method of communication:

Email Phone Text

Preferred days/times for meetings or check-ins

Who should we contact for urgent issues or last-minute approvals?

Business Legal Name (for invoicing)

Billing Contact Name & Email

Additional comments, requests, or ideas