Social Media Intake Form
Please complete this form to help me best determine your needs and expectations.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Company Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Social Media Platforms Used
*
What other platforms do you use?
Number of Followers (approximate)
What are your main goals for social media?
*
What challenges are you currently facing with your social media?
*
What has been your biggest frustration with social media in the past?
*
How would you describe your brand voice in three words? (e.g., authoritative, playful, minimalist)
*
What assets do you currently have? (Do they have high-res photos, brand guidelines, a logo kit, or existing video footage?)
*
What specific events, launches, or holidays are coming up in the next 90 days?
*
Are you okay with having work approved before posting?
*
Yes
No
What is the approval workflow and turnaround expectations?
*
Are your accounts set up as Business/Creator accounts with Meta Business Suite access?
*
Yes
No
Do you use a scheduling tool? (e.g., Hootsuite, Later, Sprout Social) or will we be setting one up?
*
Yes
No
Signature for permission to access social media username and password (only if discussed)
*
Additional comments
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