Qualifying Questionnaire
Welcome! We appreciate you taking the time to fill out this brief questionnaire. It’s designed to help us get a clear picture of your business and what you're looking to achieve. By answering these questions, we’ll not only tailor our services to fit your needs but also help us both determine if we’re a good fit to work together.
Click this if you want to proceed
I. Basic Information
This section helps me understand your business better, from your target audience to your core values. It’s essential to get an overview of who you are and what you do before diving into social media strategies.
Name
*
First Name
Last Name
Company Name (If applicable)
Position/Title
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
II. Business / Project Details
Industry
*
What is your business name?
*
Nature of Your Business ?
*
Company Website / Social Media Links
*
What products or services do you offer?
*
III. Project Scope
This section outlines the broader goals and expectations of the project. It provides clarity on what you want to achieve, helping tailor the service to your specific needs.
1. What is your primary goal of the project you want us to work with (Select all that apply)
*
Increase brand awareness
Drive more engagement
Grow your audience
Convert leads to sales
Other
IV. Budget & Timeline
This section defines the resources available and the timeframe for collaboration. It sets realistic expectations for both parties in terms of scope, duration, and budget.
1. What is your budget for social media management services per month? (Please select one)
*
$350 - $450
$450 - $550
$550 - $650
$650 - $750
$750 and above
Other
2. How long are you looking to work with a social media manager? (Please select one)
*
Less than 3 months
3 - 6 months
6 - 12 months
Other
V. Current Social Media Presence
This category helps assess where your brand currently stands in the social media space. It provides insight into what’s working and where there’s room for improvement.
1. Which platforms are you currently active on? (Select all that apply)
*
Instagram
Facebook
TikTok
LinkedIn
Twitter/X
YouTube
Reddit
Other
2. Who is currently managing your social media? (Please select one)*
*
Myself
In-house team
External agency
Other
VI. Challenges & Pain Points
This section highlights the main issues you’re facing. It helps focus efforts on resolving your most pressing concerns and streamlining your social media approach.
1. What challenges are you facing with your social media efforts? (Select all that apply)
*
Lack of Engagement
Consistent Posting
Content Creation
Analytics and Reporting
Market Research
Generating Leads
Other
2. Have you tried any social media strategies that didn’t work? (If yes, please describe what strategies were unsuccessful.)
*
VII. Target Audience & Competitors
This category helps identify who you’re trying to reach and who you’re competing with. It’s crucial for developing a strategy that speaks directly to your ideal audience and differentiates your brand.
1. Who is your target audience? Describe the demographics, interests, or behaviors of your ideal customer.
*
2. Who are your main competitors? List 3 competitors and explain why you consider them to be competition.
*
VIII. Key Metrics & Success Measurement
This section focuses on how you’ll measure the effectiveness of the strategy. It ensures that both parties are aligned on the goals and how to track progress.
What does success look like for your social media efforts?
*
IX. Brand Identity & Tone
This section focuses on how you’ll measure the effectiveness of the strategy. It ensures that both parties are aligned on the goals and how to track progress.
What tone do you want to maintain on social media? (Select all that apply)
*
Professional
Casual
Humorous
Inspirational
Feminine
Masculine
Modern
Other
X. Collaboration & Communication
Clear communication and collaboration channels ensure that the project runs smoothly and that both parties are always aligned.
1. Which is your preferred method of communication? (Select one)
*
Email
Slack
WhatsApp
Zoom
Telegram
Discord
Other
XI. To Conclude
This final category allows for any extra information that may not have been covered in the previous questions. It gives the client an opportunity to share specific concerns or additional context.
Is there anything else you’d like to share to help us better understand your needs or expectations?
*
Submit
Should be Empty: