Social Media Intake Form

Not all fields are required, but please fill out to the best of your ability.

The more information we have, the better service we can provide- with a shorter response time.

Tell us about your business:

Company Name

Website URL

I am interested in web design services

Address / Location

Main Point of Contact's Name

Email

Phone

How do you prefer to communicate?

Email

Text

Please give a description of your business:

What is the nature of your products or services and how often do they change?

Describe your business's target audience:

e.g. Age, Gender, Location, Occupation.

Social Media Management Inquiry

Please list your existing account platforms and handles, separated by commas:

e.g. Instagram @Nuagevision

Explain the nature and types of content you feel would work best for your brand.

What is your ideal posting frequency?

Daily

2-3 times a week

At Least Once a Week

What are your goals for social media?

What challenges does your brand currently face?

What is your brand voice and tone? Describe who is speaking to your audience:

Are there any social media accounts you admire? Why?

List the account handles and what you like about their social presence.

Are you interested in using social media as a customer service platform?

Yes

No

Are you interested in user generated content / influencer collaborations?

Yes

No

What other types of marketing are you currently doing?

please select all that apply.

What other types of marketing are you interested in ?

Search Engine Optimization / Google

Email Marketing

Text Message Marketing

Social Media Ads

please select all that apply

How often do you expect social media analytics and performance reports ?

Monthly

Quarterly

Which metrics are important for us to report on?

We currently focus our reports on: Follower Engagement, Post Performance, Ad Performance, & Link Tracking.

What does your ideal monthly / quarterly review process look like?

In-Person

Emailed Digital Report

Conference Calls

Other

Do you currently work with any other partners or agencies? If so, please list them below:

Do you have Brand Assets? Please upload any assets you'd like us to work with.

Add up to 15 files.

Brand Fonts, Photos, Graphics, Color Codes, etc.

Do you have a budget for a Social Media Management retainer?

Yes

Not yet