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Social Media Marketing & Management Intake Form
Full Name & Business Name
Email
Phone
Social Media Handles
What Are Your Goals With Social Media?
Grow followers
Increase engagement
Generate leads/sales
Build brand awareness
Stay consistent with posting
All of the above
Who Is Your Ideal Audience?
What Platforms Do You Want Managed?
Instagram
TikTok
Facebook
LinkedIn
YouTube
Twitter/X
Other
What Type of Content Do You Want?
Reels / Short-form video
Carousel graphics
Branded photography
Memes / Trendy posts
Story posts
Long-form video
UGC / Testimonials
Captions & copywriting
Do You Already Have Content Assets?
Yes, I have photos/videos ready
I need you to create everything
A mix of both
How Often Do You Want to Post?
3x/week
5x/week
Daily
Not sure yet
Do You Need Help With Engagement/DMs?
Yes
No
Maybe
What’s Your Monthly Budget for Social Media?
Under $1,000
$1,000–$2,500
$2,500–$5,000
$5,000+
Unsure – need a proposal
Anything Else We Should Know About Your Brand?
Send Message
Full Name & Business Name
Email
Phone Number
Website or Social Media Links
What service package are you interested in?
Foundation Mode
Visibility Mode
Scaling Mode
Not sure yet — need a recommendation
What are your current goals for your business?
Where are you currently struggling?
What’s your ideal timeline to get started?
ASAP
Within 30 days
1–2 months
Just gathering info for now
Do you have any of the following?
Brand logo
Website
Social media accounts
Email list
CRM system
None — starting from scratch
How involved do you want to be?
Hands-on — I want to learn as we go
Collaborative — I’ll give input but trust your process
Hands-off — Just show me the results
What’s your monthly budget for this project?
Under $1,000
$1,000–$2,500
$2,500–$5,000
$5,000+
Not sure — need options
Anything else we should know before we connect?
Send Message
