Social Media Management Intake Form
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Contact Information - 1
Contact/ Business Information
First Name
Company Name
Best Email
*
Business URL
Best Phone Number
*
Preferred Method of Communication
Email
Call
Text
Address
Street Address
City
State
Zip
Social Account Access
What platforms would you like us to create?
Facebook
Instagram
LinkedIn
X (Twitter)
TikTok
YouTube
Pinterest
Other
Not Sure
What platforms would you like us to manage?
Facebook
Instagram
LinkedIn
X (Twitter)
TikTok
YouTube
Pinterest
Other
Not Sure
Please provide your social media profile URLs: Facebook, Instagram, LinkedIn, X (Twitter), TikTok, YouTube, Other.
Who is the primary contact for social media decisions on your team?
Me
Another team member
Not Sure
Branding & Voice
Describe your brand’s tone and personality.
Professional
Friendly
Bold / Edgy
Informative
Not Sure
What colors, fonts, or visual styles best represent your brand?
Do you have a logo or brand guide you can upload?
Yes
No
Not Sure
(please upload below)
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Are there any types of content you do not want posted (e.g., political, religious, etc.)?
Goals & Strategy
What are your main social media goals?
Increase followers
Build brand awareness
Drive website traffic
Generate leads
Improve community engagement
Showcase portfolio or reviews
Other
Who is your target audience? (age range, interests, locations)
What types of content perform best for your brand currently (if known)?
Photos
Videos
Reels / Shorts
Stories
Text posts
Not Sure
Do you run paid ads or boosted posts on social media?
Yes
No
Not Sure
What does success look like to you after 3 months of consistent posting?
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