Client Intake — Social Media Strategy

01 Your Business

What is the name of your business?*

Required.

What is your website URL? optional

In 2–3 sentences, describe what your business does and what you primarily offer.*

Products, services, or both — whatever applies.

Required.

Where does your business operate?*

City, region, online-only, or a mix.

Required.

What is your primary goal with social media right now?*

Pick the one that feels most urgent — even if they all apply.

Grow brand awareness — more people need to know we exist Drive more leads and sales directly from social Build a real community around my brand Increase repeat customers and keep current ones engaged Establish credibility and trust before people buy

Other

Required.

How do most new customers find you? optional — select all that apply

Word of mouth / referrals Google search Instagram Facebook Walk-in / foot traffic Another business referred them Paid ads (Google, Meta, etc.) Other

02 Your Customers

Describe your most common customer.*

Age range, gender (if relevant), life stage, job or income level — describe who you actually see walk through the door or land in your inbox.

Required.

Think of your top 3–5 customers — the ones you wish you could clone.*

What do they have in common? What makes them a pleasure to work with? What do they come for, and what do they leave with?

Required.

Describe a customer who turned out to be a bad fit. optional

No names needed. What made them wrong for you? What do you wish you'd known before taking them on?

03 What Customers Say

What do happy customers say about you?*

In reviews, in person, or in messages. If you remember exact words or phrases, write them here.

Required.

What do potential customers ask most before buying?*

List as many as you can — even the ones that feel obvious.

Required.

What do people say when they don't end up moving forward?*

What hesitations, concerns, or objections do you hear most often from people who don't buy?

Required.

04 The Problem You Solve

What problem does your business solve — and what does your customer's life look like after you've solved it?*

Think about a specific customer. What were they dealing with before they came to you, and what changed after working with you?

Required.

What's the next best alternative if someone can't find you? optional

What do they settle for, or try to DIY, when the right solution isn't there?

05 Competitive Landscape

Who are your main competitors? optional

Local businesses, national chains, online options, or DIY alternatives — list anything you're aware of.

What do you offer that your competitors don't? optional

Why should someone choose you? Be as specific as you can — even small things count.

06 Current Marketing

What marketing or content have you tried before? optional

Social media, email, ads, flyers — anything. For each, note whether it worked, flopped, or you're not sure.

What are your social media handles or profile links? optional

Paste any links or @handles for the platforms you're on — even if they're inactive.

Who is currently creating your social media content? optional

I do it myself A team member or employee handles it No one — it's been inconsistent or nonexistent I hired an agency or freelancer before but it didn't work out

Other

✦ Bonus

What do you wish your customers understood about your business that they often don't? optional but gold

What misconception do you run into over and over?

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