OUR COMPANY
WORKING MODEL
OUR SERVICES
OUR PROJECTS
CONTACT US
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MARKETING FORM
SOCIAL MEDIA
ONBOARDING
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01
CONTACT INFORMATION
FULL NAME *
BRAND NAME *
DESIGNATION
EMAIL *
PHONE *
WHATSAPP *
OFFICE / BRAND HEADQUARTERS
CITY & COUNTRY
PREFERRED CONTACT METHOD
BEST TIME TO CONTACT
NEXT STEP
02
ONLINE PRESENCE
DOES THE BRAND HAVE AN EXISTING WEBSITE?
Yes
No
DOES THE WEBSITE HAVE A LEAD CAPTURE SYSTEM / FORM?
Yes
No
IS THERE A BLOG / NEWS SECTION THAT YOU UPDATE REGULARLY?
Yes
No
IS THERE AN ONLINE STORE / E-COMMERCE SECTION?
Yes
No
DOES THE CLIENT HAVE A PRE-ESTABLISHED AUDIENCE?
Yes
No
WEBSITE URL
LOGINS (IF ANY)
CMS (E.G. SHOPIFY)
IS THE WEBSITE MOBILE-FRIENDLY?
Yes
No
IS GOOGLE ANALYTICS INTEGRATED ON THE WEBSITE?
Yes
No
DO YOU HAVE DOMAIN & HOSTING LOGIN DETAILS?
Yes
No
DO YOU HAVE A LIST OF ANY TARGETING KEYWORDS?
Yes
No
IS THERE A DEADLINE FOR COMPLETION OF THE PROJECT?
Yes
No
BLOG URL
E-COMMERCE LINK
DOMAIN / HOSTING
PREV
NEXT STEP
03
EXISTING SOCIAL ACCOUNTS
DOES THE CLIENT HAVE AN ACTIVE FB PAGE?
Yes
No
DOES THE CLIENT HAVE A INSTA ACCOUNT?
Yes
No
DOES THE CLIENT HAVE A YT CHANNEL?
Yes
No
DOES THE CLIENT HAVE A PINTEREST ACCOUNT?
Yes
No
INSTAGRAM LINK
TIKTOK HANDLE
YOUTUBE CHANNEL URL
OTHER PLATFORMS
DOES THE CLIENT HAVE A TIKTOK ACCOUNT?
Yes
No
DOES THE CLIENT HAVE A LINKEDIN PROFILE / COMPANY PAGE?
Yes
No
DOES THE CLIENT HAVE A TWITTER (X) ACCOUNT?
Yes
No
DOES THE CLIENT HAVE A SNAPCHAT ACCOUNT?
Yes
No
FACEBOOK URL
LINKEDIN URL
PINTEREST HANDLE
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NEXT STEP
04
NEW ACCOUNT SETUP
PREFERRED USERNAME / HANDLE
DISPLAY NAME
DEDICATED EMAIL ADDRESS FOR ACCOUNTS
PHONE NUMBER (FOR CONFIRMATION)
MOBILE PHONE
COMPANY/BRAND NAME
BIO / SHORT TEXT
WEBSITE LINK FOR BIO
BUSINESS CATEGORY
BUSINESS ADDRESS (FOR LOCAL ACCOUNTS)
COUNTRY & CURRENCY (FOR AD ACCOUNTS)
DATE OF BIRTH (FOR AGE GATING)
PREV
NEXT STEP
05
BRAND IDENTITY
BRAND LOGO FILES
PRIMARY BRAND COLOR
SECONDARY BRAND COLOR
BRAND TONE / VOICE
BRAND IMAGERY
BRAND TAGLINE / SLOGAN
LANGUAGE FOR CONTENT
BRAND FONT FAMILY
DESIGN STYLE REFERENCE
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NEXT STEP
06
BUSINESS DETAILS
OUR USP'S / UNIQUE SELLING ANGLES
PRICE RANGE
TARGET AUDIENCE
STORE ESTABLISHMENT DATE
MAIN COMPETITORS
KEY PROMOTIONS / OFFERS
BUSINESS HOURS
DELIVERY / SHIPPING INFO
ORDER TRACKING METHOD
MAJOR COMPETITORS (LINKS)
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NEXT STEP
07
CONTENT ASSETS
DOES THE CLIENT HAVE PROFESSIONAL PRODUCT PHOTOS?
Yes
No
DOES THE CLIENT HAVE VIDEO CONTENT READY FOR SOCIALS?
Yes
No
DOES THE CLIENT HAVE A BRAND BOOK/ BRAND GUIDELINES?
Yes
No
DOES THE CLIENT HAVE UGC (USER GENERATED CONTENT) ALREADY?
Yes
No
BRAND IMAGERY URL
EXISTING BRAND GUIDELINES
DOES THE CLIENT HAVE BEHIND-THE-SCENES VIDEOS OR PHOTOS?
Yes
No
DOES THE CLIENT HAVE CUSTOMER TESTIMONIALS OR REVIEWS?
Yes
No
ARE THEY WILLING TO PAY FOR INFLUENCER/USER GENERATED CONTENT?
Yes
No
ARE THEY WILLING TO PROVIDE SAMPLES/PRODUCTS FOR SHOOTS?
Yes
No
CONTENT RESTRICTIONS
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NEXT STEP
08
GOALS & EXPECTATIONS
PRIMARY GOAL *
Select a goal...
Brand Awareness
Lead Generation
Sales / E-commerce
Community Engagement
App Installs
PLATFORMS TO FOCUS ON
POSTING FREQUENCY
MONTHLY AD BUDGET
WHAT ARE THE SHORT-TERM GOALS?
KPI & SUCCESS METRICS
ANY INFLUENCER / BRAND AFFILIATIONS?
HASHTAGS TO USE / FOCUS ON
SPECIFIC OFFERS TO HIGHLIGHT
PREV
SUBMIT
