Client Intake & Service Selection Form
This document helps us understand your business, priorities, and the level of social media support you're looking for, so we can deliver the most effective and relevant work.
1. Business Details
Business Name:
Primary Contact Name:
First Name
Last Name
Primary Contact Name Role:
Email Address:
example@example.com
Phone Number:
-
+44
Phone Number
Website (if applicable):
2. Social Media Accounts
Please select all relevant social media accounts. Id required, login access will be arranged separetely.
Instagram
Facebook
TikTok
LinkedIn
Other
Please provide your handles for the above here:
3. Business Goals & Priorities
What are your main goals for social media at this stage? (Please select all that apply)
Increase brand awareness
Build trust and credibility
Educate potential clients
Generate enquiries or bookings
Promote specific services or offers
Improve consistency and quality of content
Other
4. Services Required (Scope Selection)
Please tick all services you would like included in this engagement. Services not selected will be considered out of scope unless agreed in writing.
Social Media Audit. (Review of current accounts, content, performance and opportunities)
Strategy. (Overall platform strategy, content pillars, messaging direction and success metrics)
Ideation & Content Planning. (Monthly, or campaign-based content planning including themes, post types and posting cadence)
Content Creation. (Creation of social media content, which may include: Reels/ short-form video, static posts: images or carousels, captions and calls to action.
Scheduling & Posting. (Scheduling and publishing approved content to agreed platforms)
Reporting & Insights. (Performance reporting including reach, engagement, growth and recommendations)
5. Content Preferences & Brand Guidelines
Preferred tone of voice (e.g professional, friendly educational):
Any words or phrases you regularly use (or avoid)?
Are there any topics you would like us to avoid?
6. Inspiration & Reference Material
Please share any inspiration that reflects the style, tone or type of content you like. This may include: Instagram or TikTok accounts, specific posts or reels, competitor content you admire, screenshot examples, moodboards or Pinterest links. Please share links below
Screenshots or files:
Shared via email
Shared via DM to @Botheosocial Instagram
Shared via other
7. Existing Content Brief or Shooting Plan (optional)
Some clients already have a clear idea of what they would like to create. Please indicate which applies to you:
I already have a clear brief or content plan
I would like BoTheo Social to lead on ideas and planning
If you already have a brief, please outline it below (types of content you want to create, any specific shots, videos or themes. Treatments, locations or people involved. key dates, launches or deadlines):
8. Compliance & Approvals
Type a question
I confirm that all information provided is accurate
I confirm that all required client/patient consent will be obtained
I understand that final responsibility for regulatory compliance remains with my business
Preferred approval turnaround time (This is how quickly we need you to review and approve plans/ content before it goes live. Quick approvals help us to stay on schedule, allow for amends and get the best results for your social media:
24 hours
48 hours
72 hours
9. Success Metrics
How would you personally define success from this engagement? (e.g enquires, engagement, reach, consistency, bookings)
10. Additional Notes or Requests
Type a question
11. Client Confirmation
I confirm that the information provided above is accurate and reflects the services I would like BoTheo Social to deliver as part of this engagement
Continue
Continue
Should be Empty: