• 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.
  • Date of Assessment
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.

  • A — BUSINESS OVERVIEW

  • © 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

  • B— TARGET AUDIENCE

  • Primary Customer Profile

  • © Micaela McNeil's Media Explosion | www.micaelamcneil.com | info@micaelamcneil.com
  • Social Media Manager - Client Needs Assessment
  • Where does your audience spend time online?

  • Secondary Audiences (if applicable)

  • © 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

  • Content Performance

  • Has paid social advertising been run previously?
  • Are analytics / insights currently being tracked?

  • Previous Social Media Management

  • Previous Social Media Management
  • Micaela McNeil's Media Explosion | www.micaelamcneil.com | info@micaelamcneil.com

  • Brand Identity

  • Preferred Tone of Voice - select all that apply:
  • Brand Guidelines available?
  • Is an existing content library available (photos, videos, graphics)?

  • Content Preferences

  • Preferred content types - select all that apply:
  • Topics / themes to include:
  • Topics / themes to AVOID:
  • Upcoming campaigns, product launches, or events to plan around:

  • Social Media Manager — Client Needs Assessment (Confidential)

  • E — RESOURCES & BUDGET

  • Budget
    Rows

  • Internal Resources & Communication

  • Does the client want to approve content before publishing?
  • Is there an internal team member available for content sourcing (photos, updates, approvals)?
  • Preferred communication method:
  • Preferred reporting frequency:
  • Are there compliance, legal, or regulatory requirements affecting content?
  • Please describe the compliance, legal, or regulatory requirements affecting content:
  • Micaela McNeil's Media Explosion | www.micaelamcneil.com | info@micaelamcneil.com

  • 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

  • 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.

  • © Micaela McNeil's Media Explosion | www.micaelamcneil.com | info@micaelamcneil.com

  • 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.

  • © Micaela McNeil's Media Explosion | www.micaelamcneil.com | info@micaelamcneil.com
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