Social Media Marketing
(Please fill out as fully as possible, but don’t get stuck. The more you share, the better, however, we can accomplish the rest on a call later).
Company Name
Website URL
Name
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First Name
Last Name
Email
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example@example.com
Phone Number
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Please enter a valid phone number.
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What’s Your Timeframe to Start?
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3-6 Months
6-12 Months
Immediately
Not Sure
What’s Your budget for this, this year?
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What are you hoping to accomplish at a high level?
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Who referred you to us or how did you hear about us?
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I would love to hear what you are wanting to accomplish through your social media presence and a social media strategy.
What is your primary motivation for reaching out to usto discuss your social media needs? Was there something that triggered thisnext step?
What is your purpose on social media? Do you feel itis uniquely positioned? If not, who are your biggest competitors?
What is your or your brand’s objective?
What do you hope to achieve using social media? Howwill you know you’ve achieved it?
What do you feel is your biggest value add when itcomes to social media?
Let's talk about your current experiences with social media.
Which platforms are you using
Facebook
YouTube
Twitter
Instagram
TikTok
LinkedIn
Other
What has been your experience with them so far?
What is your audience engagement like? What is your follower, friend or subscriber base?
What’s the biggest barrier to your success on socialmedia?
How does social media fit into your growth plan?
Describe your target audience. Who are they?
What social platforms do they use?
What issues matter to them?
How do you see yourself able to add value to their online experience in relation to these issues or what they want?
How does your brand engage them?
What social listening have you done? What does your audience say about you?
What do you love about social media?
What do you hate about it?
Who else (brands/celebrities/people) does your audience engage with?
Describe your brand voice.
What tone should social media updates have?
What is the main message your brand is trying to communicate?
What makes your brand different from others?
Why do people choose you over your competitors?
What’s your brand vision?
What resources do you have available for content creation?
Tell us about the processes you have to help your followers/friends/subscribers become your brand evangelists or even use their influence to send referrals your way? (Tagging? Hash tags?)
Tell me about your engagement level with your audience? (Threading, nesting, comment depth, working comments, bumping processes)
What is your workflow process for content from inception to publication?
What sign-offs do you require?
How often do you want to publish new content to your profiles?
How does social media tie in with your offline campaigns?
What type of content does your audience respond to best (if known)?
What type of content do you want to create for your audience (images, video, quotes,blog posts, etc.)?
What message are you trying to send with your content?
How do you use user-generated content in your campaigns?
What holidays does your client want to observe?
Which network platform is the most successful for you and why?
Are you looking to expand onto new networks?
yes
no
Are you looking to narrow your focus to fewer networks?
yes
no
Do you want to provide customer service on social media? If so, on which platform andfrom which profile?
What tools have you used to manage your social media profiles until now?
How do you intend to measure return on investment?
What is working for you (and not working) right now?
How does social media fit into your sales funnel or buyer’s journey?
What strategies or campaigns have you tried in the past?
Have you got any tracking pixels installed on your site?
yes
no
What do you expect from us as your account manager?
What reports do you want to see monthly?
Who is the person we should contact?
How much oversight and control do you want to have?
How much input do you want to have into campaigns?
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