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SMMA Client Onboarding Tool

This is a lightweight and modular application built with React, Vite, Tailwind, DaisyUI, and Formik. It is designed to collect important details from new clients to streamline the onboarding process for your Social Media Marketing Agency (SMMA).

Features

  • A user-friendly questionnaire form to collect relevant client details
  • Form validation using Formik to ensure that all required fields are filled in correctly
  • Customizable branding options using Tailwind and DaisyUI
  • Lightweight and modular design for a better user experience

About SMMAs

A Social Media Marketing Agency (SMMA) is a business that specializes in managing social media accounts for other businesses. SMMA's are becoming increasingly popular as more and more businesses realize the importance of having a strong social media presence.

However, managing social media accounts can be time-consuming and overwhelming. That's where this tool comes in.

How This Tool Helps SMMA's

The SMMA Client Onboarding Tool is designed to help SMMA's streamline the client onboarding process. By using a user-friendly questionnaire form, the tool collects important details from new clients, such as their business information, social media account information, and marketing goals.

The tool also includes form validation using Formik to ensure that all required fields are filled in correctly. This helps to prevent errors and ensures that all necessary information is collected.

In addition, the tool is customizable using Tailwind and DaisyUI, so SMMA's can easily customize the branding to match their own business.

Overall, the SMMA Client Onboarding Tool helps SMMA's save time and streamline their processes, so they can focus on what they do best: managing social media accounts and helping their clients grow their businesses.

Requirements

To use this application, you will need:

  • Node.js and Yarn installed on your computer
  • Basic knowledge of React, Vite, Tailwind, DaisyUI, and Formik

Installation

  1. Clone this repository to your local machine.
  2. Run yarn to install the necessary dependencies.
  3. Run yarn dev to start the development server.
  4. Open localhost:5173 in your web browser to view the application.

Usage

  1. Fill out the questionnaire form with the client's details.
  2. Click the "Submit" button to submit the form.
  3. If all required fields are filled in correctly, you will be redirected to a success page.
  4. If any required fields are missing or filled in incorrectly, you will see an error message.

Customization

This application is designed to be customizable using Tailwind and DaisyUI. You can easily change the branding, colors, and typography to match your SMMA's branding.

License

This application is licensed under the MIT License. See the LICENSE file for more information.