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Social Media Strategy
Development Questionnaire
First name
Last name
Email
Phone
Business Overview
What are your primary business objectives for the next 6-12 months?
Describe your business in one sentence that clearly communicates what you do and who you serve.
What are your top 3 products or services that drive revenue?
Who are your main competitors, and what differentiates you from them?
What are your unique selling propositions or competitive advantages?
Target Audience
Describe your ideal customer(s) in detail (demographics, interests, behaviors, challenges).
What are the main pain points your products/services solve for these customers?
Where does your target audience currently spend time online?
What type of content does your audience typically engage with?
Are there specific customer segments you're looking to grow or reach with social media?
Current Social Media Presence
Which social media platforms are you currently active on?
Which platform currently drives the most valuable engagement for your business?
What type of content has performed best for you so far?
What metrics do you currently track, and what results have you seen?
What challenges are you facing with your current social media efforts?
Brand Voice and Content
Describe your brand's personality in 3-5 adjectives.
What topics or themes align with your brand that would interest your audience?
Are there specific content types you'd like to focus on? (e.g., educational, entertaining, inspirational)
Do you have any content pillars or themes already established?
Are there any topics or approaches you specifically want to avoid?
Goals and Objectives
What specific goals do you want to achieve through social media marketing?
Brand Awareness
Community Building
Lead Generation
Direct Sales
Customer Service
Other (Please Specify)
Other (Please Specify)
How do you define social media success for your business?
What key performance indicators (KPIs) matter most to you?
Do you have specific numeric targets for these KPIs?
What timeline are you working with to achieve these goals?
Resources and Capabilities
Who will be responsible for implementing this strategy in your team?
What content creation resources do you have in-house? (photography, design, writing, etc.)
What is your monthly budget for social media (including potential ad spend)?
Do you have any existing brand assets we can leverage? (photos, videos, graphics, etc.)
How much time can your team realistically dedicate to social media each week?
Previous Marketing Efforts
What marketing channels have been most effective for your business so far?
Have you run paid social media campaigns before? If so, what were the results?
Have you worked with influencers or brand partners before? If so, how was that experience?
What lessons have you learned from previous marketing efforts?
Are there any specific campaigns or initiatives that have performed particularly well?
Industry and Seasonality
Are there key industry events, seasons, or trends that affect your business?
What upcoming product launches or business milestones should we incorporate?
Are there industry-specific hashtags or communities we should be aware of?
Who are the thought leaders or influencers in your industry?
Are there any regulatory or compliance issues we need to consider in your industry?
Strategy Implementation
How hands-on do you want to be with day-to-day social media management?
What approval processes do you need for content publication?
How often would you like to receive performance reports and strategy updates?
Are there specific tools or platforms you're already using that we should integrate with?
What would make this social media strategy a home run for your business?
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