Describe your agency and services. Makeform creates a client-ready intake form for brand context, goals, audiences, channels, approvals, and access coordination.
Route new-client responses to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose an agency scenario, edit it, or send the prompt into the Makeform builder. The field list is an example structure.
Audience
New clients hiring an agency for ongoing social management
Format
Multi-section onboarding form with conditional channel questions
Prompt size
323 chars
Example form structure
Multi-section onboarding form with conditional channel questions
Company, contact, and website
Goals and measures of success
Which social channels are active?
Brand assets and voice guide
Approver and expected turnaround
Suggested routing tags
Ready for strategy
Access pending
Needs follow-up
Ask who owns each account and approval step to prevent launch-day ambiguity.
Step 1
Discover
brand, offer, audience, and goals
Step 2
Scope
channels, deliverables, dates, and budget context
Step 3
Coordinate
assets, account owners, and approvals
Step 4
Handoff
route a complete brief to the delivery team
A cleaner agency handoff
Capture what the client sells, who it needs to reach, what can be published, and who can approve it.
Group positioning, audiences, offers, competitors, goals, and channel history before kickoff.
Show paid questions only for ad scopes and platform follow-ups only for selected channels.
Tag responses as ready, access pending, or needing follow-up.
Built around real engagements
Choose the closest engagement, then remove questions your team will not use.
Brand context, content pillars, channel owners, priorities, and approvals.
Objective, audience, budget context, destination, tracking, and dates.
Results, profiles, analytics, constraints, competitors, and desired decisions.
Formats, voice, sources, assets, prohibited topics, and review rounds.
Onboarding workflow
Generate for your scope, refine its branching, and route completed responses.
Name the services, channels, client type, and engagement goals.
Use agency terminology, require kickoff inputs, and branch by channels and services.
Collect profile owners and provide approved access-sharing instructions, not password fields.
Notify the account lead and route structured answers to your onboarding workspace.
Form vs document vs call
Kickoff works better when brand, channel, and approval facts are already organized.
Field guide
Collect usable decisions and source material. Keep access exchange in your approved channel, not password fields.
Business context
Ask what the client sells, where customers convert, which offers matter, and what triggered the engagement.
Audience
Ask for customer situations, motivations, objections, language, and excluded segments.
Brand and content
Gather approved phrases, prohibited language, visual sources, strong past posts, and topics requiring review.
Goals and measurement
Ask clients to rank goals and explain the current baseline so creative and reporting fit the intended outcome.
Channels and access
Collect profile URLs, administrators, and access status. Provide your separate access-sharing process instead of a password field.
Governance and approvals
Capture specialist reviewers, final approval authority, review windows, escalation contacts, and client restrictions.
Related tools
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Open toolCollect individual post and campaign requests after the ongoing account is onboarded.
Open toolLearn the formats, subjects, tone, and delivery choices an audience or stakeholder prefers.
Open toolRoute search-content requests with target topics, audiences, references, and publishing needs.
Open toolFAQ
Practical answers for agencies standardizing discovery, access coordination, and client approvals.
It is a pre-project questionnaire for business context, audiences, goals, channels, brand assets, constraints, stakeholders, approvals, and account-access status. It gives the delivery team one organized brief.
Ask about the company, offers, audiences, goals, profiles, performance, competitors, voice, content resources, dates, and prohibited topics. Add scope-specific questions for paid budget context, lead destinations, approvers, timing, and reporting.
Avoid raw-password fields. Identify each profile, administrator, and access status, then direct the client to your agency's approved platform invitation or access-sharing process.
Yes. Use a channel checkbox list and conditional logic. Show company-page questions for LinkedIn or production and captioning questions for video channels only when selected.
Include information the team will use and enough detail to prevent predictable follow-up. Group questions into sections, use choices when helpful, and save open discussion for kickoff.
Yes. Add uploads for brand guides, logos, creative examples, research, analytics, or campaign reports. Request links when material remains in a client-managed drive or dashboard.
Ask for the working contact, specialist reviewers, final approver, turnaround time, blackout dates, escalation contact, and included review rounds.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses. The paid tier only removes the Makeform badge.
Start the account with answers, not loose ends.
