New Client Questionnaire

Hey There! Welcome On board!

If you’re here that means you’ve said yes to working together. That’s great and I can’t wait to get started!

If you wouldn’t mind, I would love it if you would fill in the below questionnaire. Filling in forms is really boring, but you only have to do it this once… and it will REALLY aid in smashing your social media goals.

I know you’re busy so let’s just cut to the chase… Get started on the below questions and away we go! 🚀

Name

Phone Number

Preferred Method of Contact

Best Time to Contact You if Needed

What is Your Website URL?

What are Your Social Media Handles/ Usernames for all Platforms?

Will Anyone Else be Accessing Your Social Media Platforms While I am Working on Them?

Do You Work With Any Other Freelancers/Agencies That I Need to Be Introduced to?

Tell Me About Your Business

Are There any Specific Dates in Your Business Calendar That I Need to Know? (Either to Avoid or Promote)

How Often do You Release New Products/Services/Offers?

Have You Had Any Previous Social Media Successes/ Wins?

What Are Your Current Social Media Goals?

Who Are Your Competitors?

Why Would a Customer Choose You Over These Competitors?

How Would Describe Your Ideal Customer? (What do they do? Where do they shop? Age? Gender? Brands they buy from? Magazines they read? Newspapers they buy? Lifestyle choices? Are they employed? What industry do they work in? etc.)

What Are Your Customers Pain Points? And How Do You Solve Them With Your Product/ Service?

Do You Have Any Branding Guidelines? (Let me know what you’ve got! Fonts, Logos etc. Please forward those on when possible.)

What Images / Assets Do You Have For Me To Use?

Anything Else I Need to Know About Your Brand?

Do You Want Me to Respond to All Comments and/or DMs?

How Do You Want Me to Deal With Customer Complaints?

Are There Any Accounts We Should Avoid When Engaging?

Do You Have Long Standing Relationships With Any Followers /Businesses? (So we know they are "friends" and prioritize interacting/ sharing their content if necessary etc.)

Which Businesses Do You Think Do Well On Social Media and Why? (In relation to your business)

What Don't You Like Seeing Too Much of on Social Media?

What is Most Important to You on Your Platforms? (for instance, you may just wish to increase your followers, you may wish to have more engagement from your users. Let me know your priorities.)

Have You Come Across Any Bloggers or Influencers You Think Would be a Good Fit For Your Business?

Do You Have an Advertising Budget?

What Information is Important to You And Should Be a Priority in Our Reports?

Please Share Anything Else You'd Like Me to Know