Client Intake Form (BeeBright Media)

Client Intake Form - BeeBright Media

Please fill out this form if you’re interested in working with BeeBright Media.
Contact & Business Information
Name

First NameLast Name
Business Name

First NameLast Name
Email
example@example.com
Phone Number (Optional)
Please enter a valid phone number.

Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

What are your primary goals for social media?

Increase business/brand awarenessGenerate leadsDrive traffic for your businessCommunity engagementOther

How will you measure success?

FollowersEngagementMessagesWebsite clicksOther

Which social media platforms are you currently active on? (Select all that apply)

InstagramFacebookX (formerly Twitter)LinkedInTikTokYouTubePinterestOther

What is your biggest challenge with social media right now? (Select all that apply)

Lack of timeLack of ideasConsistencyTechnical know-howOther

Who is your target audience? (age, interests, location, etc)

What social platforms does your audience use? (Select all that apply)

InstagramFacebookX (formerly Twitter)TikTokYouTubePinterestLinkedInOther

How would you describe your brand voice and tone? (Select all that apply)

PlayfulFriendlyProfessionalConversationalEducationalOther

How are you different from your competitors? (What’s your unique selling point?)

What types of content appeal to your brand? (Select all that apply)

ImagesVideosTestimonialsBehind-the-scenesBlog articlesOther

What kind of resources do you have for content creation? (Select all that apply)

Staff Photos/ImagesVideo Creation Tools (any tool/software that you use for creating videos)Product ShootsUGCOther

Do you have brand assets ready? (e.g., logo files, brand colors, fonts, etc)

Which BeeBright Media package are you interested in?

BeeBright BasicsGrowth BuzzCustom Hive

What’s your monthly budget for social media services? (NOTE: Willing to negotiate pricing + package/service deliverables based on business needs/monthly budget).

Are there any key dates or events coming up?

If yes, what are they? (Select all that apply)

PromotionsHolidaysLaunchesOther

Do you have any scheduling or analytics tools you currently use? (If yes, what are they?)

Which platforms will you need BeeBright Media to access? (NOTE: Login details or access permissions will be securely requested post-contract.

InstagramFacebookTikTokYouTubePinterestX (formerly Twitter)Other

Preferred communication channel (select all that apply)

EmailPhone (call, text)ZoomSlackWhatsAppOther

Who will be our primary point of contact?

How often would you like to receive performance reports?

WeeklyMonthlyBoth

How involved do you want to be?

Hands-off (no involvement)Weekly check-insHigh involvement

Anything else you’d like us to know before we get started? (Optional)

Should be Empty: