Social Media Content & Management Client Intake Form

Please remove this client intake form insights section before publishing.

Here’s a detailed breakdown and insights into each section of the Client Intake Form, explaining why each question is included and how it helps tailor services to the client’s needs:

1. Business & Brand Overview

Purpose: Understand the client’s core business, brand identity, and competitive landscape.

• Business Description & Offerings: Helps craft content aligned with their products/services.
• Target Audience: Ensures messaging resonates with the right demographics.
• Brand Values/Voice: Critical for maintaining consistency in tone (e.g., professional vs. casual).
• Competitors/Inspirations: Reveals industry trends and gaps to differentiate the client’s content.

Key Insight: Clients without a defined brand voice may need additional guidance, which could be an upsell opportunity (e.g., brand voice development).

2. Social Media Presence & Goals

Purpose: Assess current efforts and align services with objectives.

• Platforms Used: Identifies where to focus efforts (e.g., Instagram for visuals, LinkedIn for B2B).
• Service Needs: Clarifies whether the client requires full management or specific tasks (e.g., copywriting only).
• Goals Ranking: Prioritizes content types (e.g., lead gen = promo posts, awareness = viral/repeatable content).
• Content Calendar: Clients with existing calendars may need optimization vs. those starting from scratch.

Key Insight: Misaligned goals (e.g., posting daily but prioritizing quality over quantity) can be addressed early.

3. Content Preferences & Expectations

Purpose: Define the content style, format, and workflow.

• Content Types: Avoids mismatched formats (e.g., a law firm may reject memes).
• Posting Frequency: Sets realistic expectations (e.g., small businesses may not need daily posts).
• Caption vs. Full Creation: Determines if design services are needed (potential add-on).
• Hashtags & CTAs: Reveals SEO/social growth awareness. Clients skipping these may need education on their importance.

Key Insight: Clients who want "full post creation" but lack visuals may need graphic design partnerships.

4. Scheduled Posting & Management Services

Purpose: Operationalize the strategy and clarify logistics.

• Scheduling Tools: Ensures compatibility with the client’s existing tools (or recommends new ones).
• Engagement Management: Distinguishes between passive (scheduling) and active (community building) services.
• Reporting Metrics: Tracks KPIs the client cares about (e.g., engagement rate vs. follower growth).
• Approval Process: Prevents delays by identifying stakeholders early.

Key Insight: Clients who don’t understand analytics may benefit from a monthly reporting explainer call.

5. Client Expectations & Additional Notes

Purpose: Uncover hidden needs and potential challenges.

• Top 3 Expectations: Exposes priorities (e.g., "Increase sales" may require ad support).
• Content Avoidance: Prevents missteps (e.g., politics, competitors, jargon).
• Budget Range: Filters unrealistic requests (e.g., 30 posts/month for $100).
• Special Requests: Catches unique needs (e.g., multilingual content, UGC campaigns).

Key Insight: Vague expectations (e.g., "Go viral") require education on realistic outcomes.

Why This Form Works

1. Comprehensive Yet Efficient: Balances detail with usability (takes ~10–15 minutes to complete).
2. Identifies Upsells: Gaps in branding, design, or ads become service opportunities.
3. Reduces Revisions: Clear expectations minimize back-and-forth later.
4. Professional Impression: Positions you as a strategic partner, not just a freelancer.

Pro Tip: Add a disclaimer for confidentiality and a timeline (e.g., "Proposals delivered within 3 business days").

Please remove this mandatory questions recommendation section before publishing.

Here are the mandatory questions (marked with *) that should be included in your Social Media Content Copywriting & Management Client Intake Form to ensure you capture essential details for a successful engagement:

1. Business & Brand Basics

1. Business Name*
2. Contact Person*
3. Email*
4. Phone*
5. Brief Description of Your Business*
6. Target Audience* (At least basic demographics)

(Without these, you can’t start communication or tailor content.)

2. Social Media Goals & Needs

7. Which Platforms You Use/Need* (At least 1 selection)
8. Primary Social Media Goal* (Awareness, sales, etc.)
9. Services Needed* (Copywriting, scheduling, etc.)

(Identifies scope and prevents mismatched expectations.)

3. Content Preferences

10. Content Types* (Educational, promotional, etc.)
11. Posting Frequency* (Daily, weekly, etc.)
12. Do You Need Captions Only or Full Post Creation?*

(Ensures alignment on deliverables.)

4. Logistics & Management

13. Do You Need Scheduled Posting?* (Yes/No)
14. Approval Process* (Who reviews content before posting?)

(Avoids workflow delays.)

5. Expectations & Budget

15. Top 1-2 Expectations* (e.g., "Increase engagement by 20%")
16. Budget Range* (Even a rough estimate)

(Filters unrealistic requests early.)

Why These Are Mandatory:

• No Contact Info = No Onboarding
• No Goals = Unfocused Strategy
• No Budget = Potential Mismatch
• No Content Preferences = Wasted Revisions

Optional but Recommended:

• Competitors (Helpful but not critical)
• Brand voice (Can be developed later)
• Hashtag preferences (Can be advised by you)