New Client Onboarding — Mango Social Marketing

New client onboarding

Fill in the details below, then generate a Trello card for your team.

1. Contact & business basics0 of 8

Business name *

Primary contact name *

Contact title/role

Email *

Phone

Website

Industry

Business address

2. Social accounts & access0 of 8

Facebook URL or handle

Instagram handle

TikTok handle

LinkedIn URL

YouTube channel

Google Business Profile

Access method

Access notes (do NOT paste passwords here — reference your password manager)

3. Brand, voice & audience0 of 6

Brand voice & tone

Target audience

Key competitors (1 per line)

Do's — what the brand says yes to

Don'ts — topics, words, images to avoid

Brand assets link (Drive, Dropbox, etc.)

4. Services, scope & deliverables0 of 6

Services included (check all that apply)

Posts per week

Platforms

Primary goal

Start date

Account manager

Scope notes / exclusions

5. Billing & contract0 of 7

Monthly retainer ($)

Billing cycle

Payment method

Contract length

Contract signed date

Invoice contact email

Billing notes

Trello card preview

Card title

Card description (markdown)

How to use in Trello: Open your onboarding board → Add a new card → Paste the title → Open the card → Paste the description into the description field. Markdown formatting renders automatically.

New client onboarding

Our Family of Brands

SITE MAP

Social

Bucket LIST CREATIVE