Name
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First Name
Last Name
Email
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Phone
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(###)
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What are your top 1-3 goals for your social media in the next 3-6 months?
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This might be increasing sales, footfall, or community engagement – or just having a consistent online presence and seeing where that takes you.
What would be your "pipe dream" goal?
If there were no barriers—budget, time, location—what would wild success on social media look like for you, no matter how unattainable it might currently seem.
Who are your current customers/audience?
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Are there any key messages or campaigns you want to focus on?
Do you have any community partnerships or events we should highlight?
What platforms are you currently using?
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Instagram
Facebook
TikTok
X
LinkedIn
Substack
e-newsletter
Others
Can you tell me more about your use of these platforms?
Why are you using them, and are there others you would like to use instead of or in addition to your current platforms?
What are your pain points?
Having the time
Coming up with new ideas
Creating consistent engagement
Struggling with tech/platforms
No clear strategy
Other
What do you love (or hate) seeing on similar accounts?
What concepts, values, or themes would you like to bring to life through your social media?
What level of support are you looking for?
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Select all that apply.
Strategy and planning
Caption writing and scheduling
Content creation (photo and video)
Community management
Analytics reporting
Bespoke campaigns (including ads)
Something else
How many platforms would you like support with?
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Are you and/or your team happy to be in photos or videos?
Do you have a monthly budget in mind?
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Do you have any expectations or concerns?
Expectations might include quantitative results, such as increased sales, engagement, or event attendance. Concerns might be losing control of your voice or values, budget uncertainty, or lack of results. Consider what would make you feel supported in this partnership.
Is there anything else you'd like to share?