Social Media Onboarding Questionnaire

Please provide the contact information for the individual who we will be communicating with to review posts, coordinate new content, and who will be able to grant access to your Business's social media accounts.

What is your preferred method of communication?

How would you prefer to collaborate on content and communication?

Do you want to review a content calendar in advance? If so, how far ahead would you like to see it?

Business Phone Number

Do posts need to be approved before publishing?

Yes

No

Business Info

Address

Street Address

City

State

Country

Postal Code

Do any of your locations/markets have unique characteristics we should consider?

Describe your company's mission or value proposition.

What is your business industry or niche?

Which social media platforms does your audience use most?

Do you have a logo, and if so is it digital?

Website

Current Social Media Use

File Upload: Please upload existing logo images if there are any.

Do you have a brand style guide or brand assets?

Have you already developed customer personas for your business? If yes, please share. If not, would you like assistance in defining your customer personas?

What specific growth or improvement would you like to see in your businesses social media accounts after 6-12 months?

How are you currently tracking your progress towards these goals?

Describe your target audience (demographics, interests, pain points).

What are the main needs or problems your customers have that your business solves? what motivates them to choose your product or service?

How active has your business been on Facebook & Instagram so far?

Please provide links to any existing social media accounts for your business.

Based on any Past experience, what types of content does your audience respond to best (if known)?

Does your business maintain separate social media pages for each location/state, or one unified account for all? If multiple pages exist (e.g. a Facebook page per store or region), please clarify which ones we will manage and how you envision handling content differences.

Are you currently using any social media management or analytics tools (like Meta Business Suite, Hootsuite, etc.)? If yes, which ones and will we continue using them or switch to our systems?

Social Media Goals & Planning

How often would you like us to post new content per week? Are there specific Days you would like us to post?

What Content themes or topics would you like your posts to focus on?

What types of content do you want your business to share on Facebook/Instagram?

What's the biggest barrier or challenge to your business's success using social media so far?

Are there opportunities for localized content? Do you partner with any local organizations, charities, or events in different regions?

Are there any competitors whose social media presence you find noteworthy? What do you like or dislike about their content?

Do you have any upcoming events, promotions, or product/service launches in the next few months that we should plan content around?

Are there specific holidays or seasonal dates important to your business that you’d like to celebrate or acknowledge on social media?

Please Upload any Content assets here (photos/videos, customer reviews, blog posts, brochures, ect.)

If your industry has any specific regulations or compliance requirements, please note any guidelines we must follow on social media (disclaimers, prohibited phrases, required hashtags, ect.)

Are there industry influencers, publications, or partner organizations that are relevant to your brand? If yes, list a few.

Are there any specific topics, themes, or language that should NOT appear in your social media content?

If running promotions, do you ever target them to specific areas (e.g., a state-specific offer)?

How should we handle incoming messages, comments, and reviews on your social pages?

In case of any negative comments or PR issues on social media, do you have a preferred protocol?

What do you expect from us as your social media management team?

How much oversight and imput do you want to have in the social media process

What reports or metrics do you want to see for your social media account? How often?

Please ensure we have the necessary access to your

Facebook and Instagram accounts. (Typically this means adding our team as

admins on your Facebook Page/Business Manager and as admins or

collaborators on your Instagram Business account.) We understand that this can be difficult or confusing, so our team is here to assist you through this process. Please indicate if you will need assistance or guidance below.

Will you need help granting our team access to your social media accounts?

yes

no

unsure

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