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Business Overview
Company Name
Industry
Website (if applicable)
Full Name
Email
*
Phone
*
Designation
Business Objectives
What are your top business goals right now?
What would success look like in the next 3–6 months?
Are these goals short-term or part of a longer growth plan?
Target Audience
Who is your ideal customer?
Are there specific customer segments you want to prioritise?
Are there any audiences you do not want to target?
Current Social Media Presence
Which platforms are you currently active on?
Facebook
Instagram
LinkedIn
TikTok
Twitter/X
YouTube
How often do you currently post?
Please share links to your social media profiles.
Content & Messaging
What type of content are you currently posting?
What messaging do you believe resonates best with your audience?
Any messaging or tone you want to avoid?
Paid Advertising
Have you run paid ads before?
Yes
No
If yes, which platforms?
What worked well?
What didn’t work or underperformed?
Performance & Metrics
What metrics do you currently track?
Are you happy with your current results? Why or why not?
Budget & Resources
Do you have a monthly budget range for social media / ads?
Internal resources available (select all that apply):
Design
Video
Copywriting
None (need full support)
Brand Guidelines
Do you have brand guidelines?
Any competitors or brands you admire on social media?
Please share any existing assets.
Expectations & Collaboration
Preferred communication method and frequency.
What are your expectations from this engagement?
Anything else we should know to perform at our best?
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