New Client Form

Social Media Marketing

Business Profiler
The more information you can provide about your business, the better your social media campaign will be.

Please fill in this form with as much deatil as you can, and use the notes box at the end if you have something interesting that isnt covererd by this questionaire.
Section 1: Your Business

Understanding what you hope to achieve on social media is essential for crafting a strategy that works for you. At the beginning stage of our relationship, these questions are designed to tease out your ideas about social media and how it fits into your overall marketing strategy for your business.
Full Name

First Name Last Name

Address

Street Address
Street Address Line 2
City	State / Province
Postal / Zip Code	Country

Is this the same as the billing address?

Yes
Are you VAT registered?
VAT number:
Phone Number

Area Code Phone Number
E-mail
Title:
Company Name *
Alternative Name: e.g British Telecom also known as BT
Web Address *
Briefly Describe what your company does: *
What year did you business start trading? *
Give me a brief history of your business
What products would you like me to promote *
What services would you like me to promote *
What is your business vision/mission statement?
Do you have a business philosophy?
Does your business have any awards?
Does your business have a blog? or any biographies worth mentioning?
Please also include links to blogs etc
Audience

It’s said that whoever talks the audience’s language the best, wins. And to do that, you need to know them well.
Describe your target audience. Who are they?
Please let me know below of research you have conducted to confirm this target audience?
i.e online questionnaire, google analytics etc
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?
i.e brandwatch, falcon, Sprout Social etc
Who else (brands/celebrities/people) does your audience engage with?
Social Media

To craft your strategy, I need to know what social profiles you intend on maintaining. Which profiles you currently have, which you want to add, and if you want to stop producing content for any platform.
What is your purpose on social media?
What do you hope to achieve using social media? How will you know you’ve achieved it?
Please tell me what content types you would like publishing.
i.e blogs, music, quotes, website content, articles
What’s the biggest barrier to your success on social media?
How does social media fit into your growth plan?
what are your expectations with any online marketing activities?
i.e brand awareness, lead conversions, shop customers, customer engagement .....
Which Social Media Platforms are you currently using?

Facebook Twitter Google+ Instagram Pinterest Linkedin
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?
Please upload a file format of passwords and usernames
Tech

Unless you are brand new to social media marketing, chances are you’ll have used tools to help and should have some data on how effective your campaigns have been.Please list below, what tools you’ve been using, how you’ve measured ROI, what you’ve tried in the past, and what is and isn’t working for you. What is your sales funnel and buyer’s journey?
What 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?
Have you got any tracking pixels installed on your site?
Branding

One of the greatest challenges of taking on a new social media client is stepping into their brand and using their voice. The more you are able to tell me about their brand, the easier it will be to create content that is true to your brand voice and that resonates with your audience.
What tech and analytics do you currently use to monitor your marketing and branding activities?
What is your brand’s objective?
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?
Ecommerce
Does (will) your business have an ecommerce website?

Yes No
If you answered YES please anwers the following questions

If you answered NO go to the next catagory: Physical Shop below
Approximatley how many products do you sell?
Do you run any special promotions? if so, please provide details:
Do you have a discount coupon I can use to promote your ecommerce website on social media?
Does your website have any unique selling points?
Which Payment methods does your ecommerce site use?

Paypal Google Checkout Worldpay Sage Pay Card Save Other
If 'Other' please specify:
How quickly do you dispatch orders?
How many orders do you dispatch a day:
Do you ship internationally? please list countries:
How quickly do you aim to answer any questions or queries?
Section 3: Physical Shop
Does your business have a physical shop?

Yes No
If you answer NO to the above question please proceed to Section 4: Industry Authority
How many branches do you have?
What are your opening times?
Approximatley how many members of staff do you have?
What facilities do your shops have ?
Do you run any special promotions in store?
What sets your company apart from others in your industry?
Are there any keywords you would like to mention?
Which websites would you recommend as an information resource for your industry?
Marketing Content

Social media is all about content. Finding out what content you have used in the past, how you’ve used it, and the resources you’ve allocated to it will help me leverage what’s working and identify new opportunities to test in your campaigns
What resources do you have available for content creation?
What is your workflow process for content from inception to publication?
What sign-offs do you require?
How often do you want to publish new content to your profiles?
How does social media tie in with your offline campaigns?
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 events or holidays would you like to have observed within your content?
i.e Christmas, Mothers Day, Directors Birthday, Easter, School Terms
What are your expectations?
What do you expect from my position?
What reports do you want to see and how often?
Who is the person I should contact?
How much oversight and control do you want to have?
How much input do you want to have into campaigns?
Upload any support documents
Please sign the form and click submit to finish.
Signature

Clear
Should be Empty:

Social Media Marketing

Audience

Social Media

Tech

Branding

Ecommerce

Marketing Content

What are your expectations?