Onboard a client with one link
They open it, answer in their own time and submit. Their answers come back for review, and you choose what goes into the brand’s knowledge base.
What it takes off your hands
- A questionnaire pasted into an email thread
- Four follow-ups asking for the logo
- Answers scattered across replies and a shared doc
- Starting the first post without knowing the voice
- One link, sent from the workspace
- Files arrive with the answers
- Progress per client, question by question
- Voice, audience and products already written down
Onboard your client in three steps
Create your questionnaire
Write your questionnaire once and reuse it across the workspace.
Send one link
Pick the client, send the link. You can read every question before it goes out.
Review what comes back
Nothing is written on its own. You accept the answers that belong in the brand’s knowledge base, and the rest stays on the intake.
Track every step of the intake
Check progress question by question, the date it went out, and the date the link expires.
- Copy or resend a link without writing an email
- Cancel a link the moment a client changes
- Ask for changes on the answers that need more
- A different questionnaire per client, side by side
Nothing gets saved until you say so
A finished intake arrives as a review, sorted into four piles. You tick what to keep.
The kind of answers you can accept
Nine kinds of answers. Group them into sections, mark the ones you cannot start without, and add a hint to guide your client.
Short answer
“The business in one line.”
Long answer
“How posts should sound, who the customers are.”
Single option
“One option from a list you write.”
Multiple options
“The platforms they want to grow.”
Website link
“The site, a drive folder, a brand guide.”
Number
“How many posts a week they expect.”
Date
When the campaign starts.
File upload
“Logo, brand guide, photos to use.”
Confirmation
“Yes, you can have access to our accounts.”
Everything in client intake
- Questionnaires you write once and reuse for every client
- Sections, required questions and a hint per question
- File uploads for logos and brand assets
- A link with no login, on any device
- One section per step, saved as they type
- Two automatic nudges: after three quiet days, then a week
- Email the link from SocioRolla, or copy it yourself
- Give them thirty more days without changing the link
- Ask for another look at the answers that need it
- Your agency’s colour on the client’s page and emails, on Max
Onboarding questions
No. They open the link, answer the questions and send it back. Nothing to sign up for, nothing to install.
Keep exploring
Manage accounts without the overwhelm
Bring one brand or twelve; SocioRolla helps you keep up.