Social Media Marketing Client Intake Form

Social Media Marketing ~ Client Intake Form

Your Luxury Social Studio
Welcome to Velvet and Vine Co 🤍

We partner with women-led wellness, fashion, beauty, and lifestyle brands ready to step into their next era of visibility—with intention, confidence, and refinement.

This experience is designed to help us understand your brand essence, goals, and creative vision so we can craft a social presence that feels aligned, magnetic, and unmistakably yours.

Please answer thoughtfully. We believe beautiful brands deserve thoughtful strategy.
Name

First NameLast Name
Business Name
Business Email
example@example.com
Business Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Your Brand Essence:

There’s no “perfect” answer here. Speak from the heart..
Describe your brand in a few sentences
What inspired you to start this business?
What makes your brand feel different or elevated in your space?
Social Presence:

List Your Social Media Links and Handles
Instagram:
Facebook:
Tick Tok
Which Platform feels most important to you right now, and why?
What’s working well on socials so far, and what isn’t?
Vision & Goals:

Let’s talk about where you’re headed; not just where you’ve been..
What are your primary goals for social media? (*Brand awareness, Community growth, Leads & inquiries, Sales, Thought leadership etc)
What would make this investment feel absolutely worth it in the next 3–6 -12 months?
Your Audience:
Who is your ideal client/customer?
What do they value?
Type a question

Brand Voice & Visual Direction:
Choose words that describe your brand’s voice (3–5)
Are there tones or trends you want to avoid?
Brand assets or inspiration links (Pinterest, Instagram, etc.)

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Offers & Focus:

Alignment matters to us as much as results..
What are you currently selling or promoting?
Primary call-to-action (DMs, bookings, website clicks, etc.)
Any launches, campaigns, or key dates coming up? *Drop about them below
Logistics:

Anything you share here helps us serve you better..
Do you have existing content we can re-purpose?
Will you be providing visuals or need guidance on content creation?
Final Notes:
Anything else you’d like us to know?
Any boundaries or non-negotiables?

Social Media Marketing ~ Client Intake Form

Your Brand Essence:

Social Presence:

Vision & Goals:

Your Audience:

Brand Voice & Visual Direction:

Offers & Focus:

Logistics:

Final Notes:

Client Qualification Section: