Social Media Onboarding Form Contact InfoName First Last Website Email Motivation & PurposeWhat do you hope to achieve using social media? How will you know you’ve achieved it?*What’s the biggest barrier to your success on social media?Describe your target audience. Who are they?What social platforms do they use?What issues matter to them?How does your brand engage them?What social listening have you done? What does your audience say about you?Who else (brands/celebrities/people) does your audience engage with?What is your brand all about?Describe your brand voice.What tone should social media updates have?What is the main message your brand is trying to communicate?What makes your brand different from others?Why do people choose you over your competitors?What’s your brand vision?ContentWhat resources do you have available for content creation?How often do you want to publish new content to your profiles?What type of content does your audience respond to best (if known)?What type of content do you want to create for your audience (images, video, quotes, blog posts, etc.)?What message are you trying to send with your content?How do you use user-generated content in your campaigns?What holidays does your audience want to observe?Social ProfilesWhat profiles do you have and on which networks?Are you looking to expand onto new networks?Are you looking to narrow your focus to fewer networks?Do you want to provide customer service on social media? If so, on which platform and from which profile?Tech & AnalysisWhat tools have you used to manage your social media profiles until now?How do you intend to measure return on investment?What is working for you (and not working) right now?How does social media fit into your sales funnel or buyer’s journey?What have you tried in the past?ExpectationsWhat do you expect from us as your account manager?What reports do you want to see and how often?How much oversight and control do you want to have?How much input do you want to have into campaigns?