Social Media Management

Onboarding Form

Please fill out all of the fields below to the best of your ability. These help us deliver a personalized, high-performing, holistic strategy for your business's social media.

Contact Information:

Business Role

Business Information:

Address *

Business Address

City

State

Country

Postal code

Purpose & Vision:

In your own words, tell me what your business does. *

What is your Unique Value Proposition (UVP)? *

Does your business have a mission statement? If so, what is it? *

What are your top 3 core values as a business? *

Value 1
Value 2
Value 3

Ideal Client & Target Audience:

Who is your ideal client or customer avatar? *

How you describe your brand's voice and tone? *

Operations & Logistics:

How involved would you like to be in the content creation process? *

Fully hands-off

Collaborative with feedback

Highly involved with approvals

Do you have any upcoming promotions, launches, or events we should know about? *

Competitor Analysis:

Who do you consider to be your top 2 competitors right now?

What do your competitors do well in their marketing?

What do you feel like your competitors get wrong, overlook, or under communicate?

Social Media Platform Access:

Provide the applicable login information: (username, password)

Instagram Login
LinkedIn Login
TikTok Login
Youtube Login
X/Twitter Login
Threads Login
Pinterest Login

Current Social Media Audit:

What do you like about your current presence on social media? *

What do you dislike and/or want to change?

What are your immediate goals for social media? *

What are your larger, long-term goals for social media? *

Style Inspiration:

Share 2 social media accounts that you admire and briefly describe what you like about them so we can better understand your goals and taste.

Additional Information:

Is there anything else you'd like to share about you, your business, or your goals that will help us better understand your vision as we build out your social media game plan?

Business Name
Account URL
What do you like about it?
Is there anything you dislike about it?

Business Name
Account URL
What do you like about it?
Is there anything you dislike about it?