Media Explosion Client Needs Assessment

Social Media Manager — Client Needs Assessment (Confidential)
Social Media Management

Complete this form during your onboarding consultation to capture everything needed to build a tailored social media strategy.
Client Business Name
Date of Assessment

MonthDayYear
Date
Contact Name
Contact Role / Title
Phone
Format: (000) 000-0000.
Email
example@example.com
Website / Social Handle(s)
A — BUSINESS OVERVIEW
Industry / Sector
Business Age
No. of Employees
Primary Location(s) / Service Area
© Micaela McNeil's Media Explosion | www.micaelamcneil.com | info@micaelamcneil.com

Social Media Manager — Client Needs Assessment
Business Goals — Next 12 Months

Rank the following from 1 (most important) to 5, or mark N/A.

A1. Business Goals - In the next 12 Months, what are your most important business goals. Rank the following from 1 (most important) to 5, or mark N/A.

Rows	Rank 1-5	Additional Comments
Increase brand awareness
Generate leads and enquiries
Drive website traffic
Grow and engage an online community
Support product / service launches
Recruit talent
Build thought leadership / authority
Retain and upsell existing customers

Any other goals not listed above?
B— TARGET AUDIENCE
Primary Customer Profile
Age Range
Gender
Location / Geography
Income Level
Occupation / Role
Key Interests & Lifestyle
Main Pain Points / Needs Your Business Solves
© Micaela McNeil's Media Explosion | www.micaelamcneil.com | info@micaelamcneil.com

Social Media Manager - Client Needs Assessment
Where does your audience spend time online?

Other
Secondary Audiences (if applicable)
Describe any additional audience segments you'd like to reach.
© Micaela McNeil's Media Explosion | www.micaelamcneil.com | info@micaelamcneil.com

Social Media Manager - Client Needs Assessment (Confidential)
C- CURRENT SOCIAL MEDIA PRESENCE

Active Platforms

Rows	Handle / URL	Followers	Posting Freq.	Managed by
Instagram
Facebook
Linkedln
TikTok
X (Twitter)
YouTube
Pinterest
Other:

Content Performance
What content has performed best historically?
What content has performed poorly?
Has paid social advertising been run previously?
If yes - platforms used and approximate budgets:
Are analytics / insights currently being tracked?
Tool(s) used:
Previous Social Media Management
Previous Social Media Management
If previous agency - Name and reason for change:
Micaela McNeil's Media Explosion | www.micaelamcneil.com | info@micaelamcneil.com

Rows	Client Response
Monthly management budget
Monthly paid advertising budget (separate to fees)
Content production budget (photography, video, etc.)
Is budget flexible based on results?

Social Media Manager — Client Needs Assessment (Confidential)
F- COMPETITOR & MARKET CONTEXT
Key Competitors

List up to 3 direct competitors and note what they do well on social media.

List up to 3 direct competitors and note what they do well on social media.

Rows	Competitor / Brand	Platforms Active On	What they do well
1
2
3

Are there brands outside your industry whose social media you admire? Who and why?
G — NEXT STEPS, GOALS, & TIMELINE
Anticipated Next Steps, Goals, Timeline

Congratulations! Your appreciated information will provide the necessary data to passionately move us towardbuilding Your Brand and Marketing approach that increases Your Name Recognition and Capacity to realize trueExpansion.
What's Next
List any additional information that will be helpful knowledge for me to build from your vision:
Any questions, please feel free to reach out to me at:

Email: info@micaelamcneil.com
Website: www.micaelamcneil.com

As a next step, we will reconnect within 10 days to walk through findings and recommended solutions. All follow-up communications will be sent using the contact information provided on this form.

Social Media Manager — Client Needs Assessment
This document is confidential and intended solely for use between the social media consultant and the named client. Customize the footer with your own business details before use.
Should be Empty:

Social Media Management

A — BUSINESS OVERVIEW

Business Goals — Next 12 Months

B— TARGET AUDIENCE

Primary Customer Profile

Secondary Audiences (if applicable)

C- CURRENT SOCIAL MEDIA PRESENCE

Content Performance

Previous Social Media Management

Brand Identity

Content Preferences

E — RESOURCES & BUDGET

Internal Resources & Communication

F- COMPETITOR & MARKET CONTEXT

Key Competitors

G — NEXT STEPS, GOALS, & TIMELINE

Anticipated Next Steps, Goals, Timeline

Any questions, please feel free to reach out to me at:

Social Media Manager — Client Needs Assessment