Business Name
Primary Contact Person
Email Address
Phone Number
Website URL
Industry or Type of Business
Location(s)
Briefly describe your business and what makes it unique
Which social media platforms are you currently active on? (Please include links to your profiles.)
How often do you currently post on each platform?
Who manages your social media right now? (In-house, freelancer, agency, etc.)
What types of content are you currently sharing?
What’s working well with your current social media strategy?
What isn’t working or feels like a struggle?
How would you describe your audience or typical followers?
What are your biggest frustrations or challenges with social media management?
What are your top three goals for your social media presence?
How do you currently measure success on social media?
What does success look like to you six months from now? One year from now?
Are there any specific campaigns, events, or launches coming up that social media should support?
Do you have paid advertising budgets or is your focus on organic growth?
How would you describe your brand’s personality in three words?
If your brand were a person, how would they speak and act?
What emotions do you want your content to evoke in your audience?
Do you have established brand guidelines or messaging frameworks?
Do you have a clearly defined brand personality to share, or would one need to be developed?
Do you have examples of brands whose social media presence you admire — and why?
Do you feel your current content accurately reflects your brand personality and values? Why or why not?
Would you like help developing a deeper brand personality and content voice strategy before content creation begins?
Do you currently have a photo and/or video library available for social media use?
Are you able to provide new photos or videos regularly?
Do you have access to a photographer, videographer, or graphic designer?
How much time can you or your team realistically dedicate to participating in content creation each month?
Are you open to outsourcing content creation, or would you prefer guidance on creating content in-house?
What level of involvement do you prefer?
Which platforms are most important to your brand right now?
Where does your target audience spend the most time online?
How would you define your target audience?
Are there new or emerging platforms you’d like to explore?
Do you have email marketing, blog, or website content that should align with your social media strategy?
Do you have a monthly or project-based budget range in mind for social media management or consulting?
What timeline are you hoping for to begin work?
Are there any important deadlines, product launches, or events we should know about?
What would make this partnership feel like a total success for you?
Is there anything else you’d like to share about your brand, goals, or expectations?
