Your agency asked you to fill this in so they can hit the ground running: right access, right voice, right people. Required fields are marked; everything else helps but can wait.
Who we are working with and who decides what.
Tick every network your brand is on; a short block opens for each. Your agency will send platform-native access requests and you approve them inside each platform. No passwords, ever.
Your agency will request partner access through Business Manager. You approve it, you stay the owner.
Professional account connected to your Facebook Business Manager works best; your agency will guide you if it is not.
Who you are up against and whose content you secretly admire.
What exists, where it lives, and what raw material we can count on.
How your brand talks. This becomes the writing guide for every post.
Most onboarding goes wrong in week one: passwords in an email, nobody knows who signs off, and the first batch of posts misses the brand voice. This free intake form fixes that before you write a single post. Send the link, your client fills it in once, and you get one clean onboarding document back.
Share zoomsphere.com/client-intake-form with your new client. No signup, about 15 minutes.
Everything runs in the browser. Answers are never stored or sent to ZoomSphere.
The client copies it, downloads it as .html or .md, or prints it to PDF and sends it to you.
Paste the House rules block into an AI agent connected to the ZoomSphere MCP, then set up the approval chain in ZoomSphere with the approver and feedback deadline from the form.
Yes. It is completely free, with no signup and no email gate. Use it for as many clients as you like.
Nowhere. The form runs only in the browser. Nothing is saved or sent to ZoomSphere; the client generates the onboarding document on the page and sends it to the agency themselves.
Because nobody should share social media passwords. Access is granted inside each platform, for example partner access in Meta Business Manager or an admin role on a LinkedIn page, so the client stays the owner and can remove access at any time.
A short summary of brand voice, banned words and claims, approvers and deadlines, written so you can paste it into an AI agent (Claude, ChatGPT and others) connected to the ZoomSphere MCP. The agent then drafts posts by your client's rules. The MCP works with a ZoomSphere account and a Scheduler; ready prompts are in the MCP Prompt Library.
Section 1 names who approves content and section 7 sets the feedback deadline. In ZoomSphere you turn that into an approval workflow: your client joins as a free client user, gets the whole batch of posts in one email, approves in one click, and every approval is logged in the activity log.
The document downloads as .html and .md, so you can edit it, add your own sections or turn it into your agency template.
Planning, the most advanced client approvals on the market and AI agents via MCP. Try everything free for 14 days.
Questions about onboarding a client? Call or chat with our support team in English or Czech.
Last updated 28 October 2026.
