60 Minute Consultation Form
Name:
*
Prefix
First Name
Last Name
Business/Organization Name:
*
E-mail:
*
example@example.com
Phone:
*
Format: (000) 000-0000.
Company Type:
*
Please Select
Employee Benefits Broker
General Agent
Employer
Carrier
Technology Vendor
Other
Website:
*
Please Select
Employee Benefits Broker
General Agent
Employer
Carrier
Technology Vendor
Other
Social Media Handles:
*
Please Select
Employee Benefits Broker
General Agent
Employer
Carrier
Technology Vendor
Other
Business Details
What type of business/organization are you?
For-profit business
Nonprofit organization
Start-up/Entrepreneur
Other
How long have you been in business?
Less than 1 year
1-3 years
3-5 years
5+ years
Do you currently have funding or grants supporting your organization?
Yes
No
In progress / applying
Current Social Media Presence
Which platforms are you currently using? (Check all that apply)
Facebook
Instagram
TikTok
YouTube
LinkedIn
Twitter/X
Other
Who is currently managing your social media?
Me / In-house staff
Volunteer(s)
Outsourced / Agency
No one currently
On average, how many times per week do you post?
0-1
2-3
4-5
Daily
Not consistently
Project Needs
What services are you interested in? (Check all that apply)
Content Creation (graphics, captions, etc.)
Social media management (posting, scheduling, engagement)
Stategy & consulting
Event coverage (live posting, photos/videos)
Add-on: Statistic Reporting (monthly/quarterly/annual)
Other
Please enter additional comments here:
What are your top 3 goals for social media?
Do you have an upcoming campaign, event, or launch you need help promoting?
Yes (if yes, please describe below)
No
Please describe upcoming project details here.
Budget & Timeline
Do you have a monthly budget in mind for social media management?
Under $300
$350-$500
$500-$750
$750+
Unsure - would like guidance
When would you like services to begin?
Immediately
Within 1-2 months
In 3-6 months
Just exploring options
Is there anything else we should know about your business or project?
Consultation Call
Please select a date and time below for your consultation call:
Appointment
Payment Amount
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USD
Description
Credit Card
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