Social Media Management Questionnaire Form
Client & Business Information
Client Name:
*
Business Name:
*
Email Address:
*
Phone Number:
*
Website (if any):
Business Location (City, State, Country):
Business Overview
Briefly describe your business, services/products offered:
What makes your business unique?
Who is your target audience? (Demographics, age, location, interests)
Social Media Objectives
What are your main goals for social media? (Check all that apply)
Build brand awareness
Generate leads or sales
Drive traffic to website
Increase engagement (likes/comments/shares)
Grow followers
Provide customer service
Promote new products/services
Other
Current Social Media Presence
Do you currently use social media for your business? (Yes/No)
Please list your existing accounts (with links/usernames)
Facebook:
Instagram:
Twitter/X:
LinkedIn:
TikTok:
YouTube:
Pinterest:
Other
Are you satisfied with your current results? Why or why not?
Content Preferences
What type of content do you want posted? (Check all that apply)
Promotional (products/services)
Educational (tips, how-tos)
Entertaining/memes
Testimonials/reviews
User-generated content
Videos/Reels/Stories
Behind-the-scenes
Other
Do you have a brand style or visual guidelines? (Yes/No)
Are there specific hashtags, phrases, or CTAs you use?
How frequently would you like content posted? (e.g., 3x/week)
Competitor Analysis
List 2–3 competitors and their social media handles:
What do you like or dislike about their presence?
Engagement & Community
Do you want us to manage comments, DMs, and customer interaction? (Yes/No)
Do you want to run contests, giveaways, or polls? (Yes/No)
Advertising
Are you currently running paid social media ads? (Yes/No)
Would you like us to manage ad campaigns for you? (Yes/No)
What is your monthly ad budget?
Analytics & Reporting
Would you like monthly performance reports? (Yes/No)
What metrics are most important to you? (Check all that apply)
Engagement (likes/comments)
Followers
Website clicks
Leads/Sales
Reach/Impressions
Other
Access & Collaboration
Do you have access to Meta Business Manager, Instagram, etc.?
Are you willing to provide admin/editor access to your accounts?
Additional Notes
Any campaigns, launches, or special events we should plan for?
Anything else we should know?
Submit
