Client questionnaire

Unlock the full potential of your brand on social media.

This questionnaire is your key to building a robust and effective social media strategy. Share your goals, target audience, and aspirations, and let's craft a tailored plan to enhance your brand's visibility, engagement, and success in the digital realm."

Your name

Business name

Phone

Is pre-approval required for a client to work with you?

YesNo

What are your accredidations/associations? Can we pull information/content from their websites?

Can we use the manufacturer's websites?

YesNo

BUSINESS INFO

What is your business name that you would like displayed in the posts?

This phone number may be used in the social posts.

What is your current website domain? Example: https://websitecreationform.yourdigitalagents.com

Personal or business page?

PersonalBusinessBoth

CONTACT INFO

Please provide links to your other social media platforms that you would like us to post to.(Extended Reach curates posts to specific platforms).

Business Owner Representative's Name?

Business Owner Representative's Phone

Business Owner Representative's Email

Sales Rep Contact's Name

Sales Rep Phone Number

Sales Rep Email

THE BASICS

What is the main goal you wish to accomplish with the social posting service?

Gain new customers/generate leadsBuild awareness of my brandEngage with my target audience

Business Information: Please give a brief summary of your business. Ex: How long have you been in business? Can you tell us the history of your organization?

Can you tell us about your ideal customer?

What are commonly asked questions from customers or clients? (FAQ's)

INDUSTRY INFORMATION

Products: Most popular products do you offer?

Services: Most popular services you offer?

Products: What are products you wish your client base had more knowledge about? Are there any regular sales or promotions you would like us to feature?

Services: What are services you wish your client base had more knowledge about? Regular sales or promotions you feature?

Is your website up to date?

YesNo

Would you like us to share articles/blog posts/news?

YesNo

Industry Research: Where do you tend to go for industry research, inspiration, or information?

Website Information: Are there pages we should avoid gathering information from?

Website Information: Is there content on your website/about your business you'd like us to focus on?

Do you have any industry topics/information you think would be valuable to discuss with your audience?

When we talk about your business is there a specific voice you would like us to use?

First Person Singular - 'me, I' (Example: Come to my business. I am here to serve my customers!)First Person Plural - 'we, us, our' (Example: Come to our business. We are here to serve our customers!)Third Person - 'he, she, they' (Example: Come to their business. They are here to serve their customers!)Other

Please choose your preference of tone

Conversational with occasional family-friendly humorStrictly ProfessionalConversationalOther

GENERAL INFORMATION

We follow a content strategy of 30% promotional posts about your business, 30% industry posts (ex: articles about your industry), and 30% engaging posts (ex: local events, fun holidays, questions for your audience). Would you like to stick to this strategy or change the division of posts?

Do you have any keywords/hashtags you would like us to use in posts? Is there a catchphrase you would like us to use?

Would you like posts around employee features? How often would you like to see these posts? If so, please provide content below, if you do not provide content we will select an employee to feature ourselves.

In posts about your business, we typically include a link to the website or call number in posts, do you have a preference on which one we refer to in posts?

Are we able to share positive reviews from Google, Yelp, or Facebook? If yes, please let us know how often you would like to see these posts.

How do you feel about emojis being used in posts? Are there any specific to your brand that you would like us to use?

Are posts on major holidays ok? E.g Christmas, Thanksgiving, and Veterans Day. While we are on the subject of Christmas would you prefer Merry Christmas or Happy Holidays during this season?

When posting on social media, we aim to avoid topics that spark controversy and can lead to a lot of back-and-forths commenting on the posts. The three topics we have found it best to avoid are politics, your competitors, and religion. Are there any other topics or websites we should avoid?

How about posts of Major Observances? E.g., St. Patricks Day, Mother’s Day, Father’s Day, etc. Would you like us to post about Fun Observances if they are relevant? E.g., National Take a Nap Day, Nutrition Month, etc.

MONTHLY CONTENT

Will you be able to provide us with up-to-date images of your products/services/employees in action on a monthly or bi-monthly basis? We ask for this content to be provided by the 10th of the month to use in the following month's calendar. Note: We ask for this because organic content (real images of your business) performs much better and will make followers more inclined to pay attention to the business! More authentic images are always more welcome. If no images are supplied, we will default to stock imagery

Please add anything you feel relevant for our team to know about your business and social posting.

UPLOAD CONTENT HERE

Do you do insurance and non-insurance work?

Insurance WorkNon-Insurance WorkBoth

Do you do restorative work?

YesNo

Can we talk about wait times?

YesNo

Do you take walk-ins or are you by appointment only?

Walk-InsAppointment OnlyBoth

How often do you have sales? How far in advance do you know about them?

Do you do warranty/service/maintenance packages?

YesNo

Do you also do any repair/autobody work?

YesNo

Are you strictly commercial/residential or do you do both?

CommercialResidentialBoth

What languages do you serve?

Please provide us with your open house schedules.

How often are your website listings updated?

Are there any specific law blogs/websites you are aware of that would provide good resources for your social posts?

Are you comfortable with third-party links or should we make you the single source of authority in your field of practice?

What are some interesting pieces of information about your area of practice we could use for posts?

If you already know it's on their website, make sure they are okay with us using it, sometimes their blogs are super out of date.

YesNo

Would you be willing to send us updates when you have completed a case so we can let your audience know about your successes/let them see how active you are?

YesNo

Do you offer free consultations?

YesNo

Can we use memes in your social media?

YesNo

Can we use appropriate puns, wittiness, and tasteful jokes?

YesNo

Could we post links to feel-good stories, inspiring articles, or events?

YesNo

Can we post quotes from famous people or word art?

YesNo

Can we talk about or promote local events?

YesNo

Do you sponsor any organizations/events?

YesNo

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First ChoiceSecond ChoiceThird Choice

Can we link to your product manufacturer's websites in your social posts?

YesNo

Do you have a show room?

YesNo

Do you offer in-home consultations?

YesNo

Can we mention your wait times on social media?

YesNo

Do you offer emergency services or are you by appointment only?

Emergency ServicesBy Appointment OnlyBoth

What are your hours of operation? Do you have holiday hours/closures we should be aware of?

Can we link to your manufacturers' websites in your social posts?

YesNo

Is your full menu listed on your website?

YesNo

What is your most popular menu item? Do you have a signature drink/dish?

Do you have daily/weekly specials?

YesNo

Do you take reservations?

YesNo

What is your seating capacity?

Do you have holiday/seasonal hours we should be aware of? If so, what are they?

Do you host parties/catered events on or off site?

Do you have any birthday specials?

While we can use stock photos, it can mislead customers who anticipate that a food item looks a certain way.

YesNo

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