Social Media Marketing Client Intake Form

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Your Name
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Before completing this application, please take a moment to review my portfolio. It outlines how I work with my clients, what you can expect from the process, and the type of results we aim to achieve.

Click here to view the portfolio

Once you're familiar with how I work, return to this form and complete it in full. This will help me understand your goals and determine whether we're the right fit to move forward.
3
Business Name
4
Business Email
example@example.com
5
Business Phone Number
Please enter a valid phone number.
6
Website (if you have one)
7
Your Social Media @handles
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8
How long have you been in business?
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Briefly describe your business — what do you offer, and who do you serve?
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10
Which platforms do you want support with?
Instagram
Facebook
Linked In
Google
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Why do you want to outsource your social media marketing right now?(What prompted this move, and what are you hoping it will free you up to do?)
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What results are you currently seeing from your social media efforts?(Leads, engagement, sales, etc.)
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What would success look like for you when outsourcing social media?(Please be as specific as possible — e.g., more leads, brand visibility, time savings, etc.)
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Do you currently have a logo, brand colours, and fonts?
Yes - I have all 3
I have some of them
No - I'll need help creating these
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Whose social media presence do you admire or aspire to?Drop their @handle or page link below, and feel free to share what you like about it (tone, visuals, consistency, etc.).
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Based on the investment outlined in the portfolio (starting at £350/month with a 3-month minimum term), how would you describe your readiness to move forward?
I’m ready to invest and excited to get started
I’m seriously considering it and would like to talk further
I’m interested, but I’m not sure if now is the right time
I’m just exploring options for the future
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How are you currently investing in your marketing or business growth?(Feel free to include things like ads, branding, coaching, website, content creation, etc.)
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Are you comfortable trusting me to take the lead on content creation and strategy, based on your goals and brand voice?
Yes! I’m ready to hand it over
I’m open to it, but may have a few initial preferences
I prefer to stay more involved in content direction (Note: this may not be the right fit)
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Have you worked with a social media manager or agency before?
YESNO
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How soon are you looking to start?
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Is there anything else you’d like me to know about your business, goals, or brand?
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