Social Media Marketing Client Intake Form

  • Social Media Marketing Client Intake Form

    Complete this intake form so our agency can understand your business, audience, platforms, content needs, advertising goals, reporting preferences, budget, timeline, and any required assets or add-ons.

  • Business Information

  • Format: (000) 000-0000.

  • Social Media Goals

  • Social media goals*
  • Primary business objective
  • Which goals should be prioritized first?
  • What outcomes matter most?
  • Additional social media goals

  • Target Audience

  • Current Social Media Presence

  • Which social media platforms are currently in use?*

  • Content Strategy

  • Preferred Content Types*

  • Advertising & Promotions

  • Campaign Goals*

  • Competitors & Inspiration

  • Assets & Access

  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Reporting & KPIs

  • Desired KPIs / Success Metrics*

  • Budget & Timeline

  • Start Date*
     - -

  • Ongoing Management & Add-Ons

  • Community Management Add-On
  • Messaging Response Add-On
  • Content Creation Add-On
  • Video Production Add-On
  • Analytics Tracking Add-On

  • Additional Notes and File Upload

  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Should be Empty: