Ready to make your brand stand out?Just fill out the form below to get started. Social Media Strategy Onboarding Form.It’s designed to give us everything we need to successfully manage and grow your brand across both organic and paid social channels. Legal Business Name * First Name Last Name Website URL (If any) Email address Time Zone & Preferred Meeting Days/Times Access Checklist: Meta Business Manager Meta Ad Account Facebook Page Instagram TikTok Business Center/Ad Account LinkedIn Page/Campaign Manager YouTube/Google Ads Google Tag Manager GA4 Property Ecommerce/CRM (Shopify, HubSpot, etc.) Billing Owner & Ad-Spend Ceiling (monthly) * Are you the owner of above provided Urls? Yes No Brand Foundations Brand Personality Mission Desired Customer Feelings After Interaction Brand Do's (3) and Don'ts (3) * Brand Guidelines Offer, Proof & Objections Top 3 Offers/Services to Promote Differentiation Proof Assets (certifications, warranties, case studies, reviews, before/after) Biggest Customer Objections & Your Rebuttals/Guarantees Audience & Market Primary & Secondary Personas Geo Targeting (cities/zip codes), radius, exclusions Competitors (top 5) + handles/URLs; emulate/avoid notes Keywords/Hashtags to Target and to Avoid Goals, KPIs & Guardrails Rank your objectives Awareness Traffic Sales Retention Recruiting Leads Community 6- and 12-month success definition KPIs by objective Guardrails Measurement & Tracking Analytics Stack Pixel/Tag Status Meta Pixel Meta CAPI TikTok Pixel Google Ads Conversions Domain Verification Consent Banner Primary Conversion Events Attribution Window Preferences UTM Standard Offline Conversion Uploads Content System Content Pillars Choose 4–6 Education Social Proof Offer/Promo Behind-the-Scenes Lifestyle Community/CSR Culture/Founder FAQs Formats per month (Reels/Shorts, Carousels, Static, Stories, Live, Long-form) – target counts Asset Inventory Links (drive/folder) + approved brand/reference accounts Usage Rights (creator/UGC permissions, whitelisting allowed? timeframe/geos/platforms) Accessibility Community, Support & Risk Comment/DM Handling Agency handles Client handles Hybrid Hours & SLAs Response Bank (top 10 FAQs) & Blocked Terms Escalation Tree (names, emails, phone) for PR/compliance/legal Crisis Triggers & Stance Paid Social Strategy Monthly Ad-Spend Range (now / 90 days / stretch if targets hit) Platforms Meta TikTok YouTube Google Discovery LinkedIn Pinterest Snapchat Campaign Types Lead Gen (native forms) Conversions to site Awareness/Video View Traffic Catalog/Sales App Optimization Events (Lead vs. Schedule vs. Purchase) Lead Form Fields + Qualification Logic; CRM Destination & Routing Rules Funnel Plan (TOF/MOF/BOF offers; remarketing windows; exclusions; lookalike sources) Creative for Paid (hooks, angles, value props, CTAs; sensitivity list) Placement/Blocking (inventory types, category exclusions, site lists/blocklists, negative keywords) Testing Cadence Attribution (preferred model) & Post-purchase Survey Yes No Web/CRO Readiness Primary Landing Pages (URLs) – page speed/mobile score targets Trust Signals (reviews, badges, policies) & Form Strategy (fields/steps) Thank-you Flow (email/SMS follow-ups) & Booking Integration A/B Testing Tools (Optimizely/VWO/native) & Experimentation Appetite (1–5) Operations & Cadence Content Calendar Approvals (days in advance) & # Revisions Included Monthly Content Day(s) Availability Reporting (weekly pulse / monthly deep-dive) & Dashboard Preference Stakeholders for Distribution Key Dates: promos, launches, events, holidays, blackouts, embargoes Compliance & Legal Industry Regulations FTC Endorsement/Influencer Compliance Acknowledgment Data Privacy (GDPR/CCPA) & Consent Language; Retention Windows Final Uploads Top 20 Photos, Top 10 Videos Urls Prior 12 Months: Spend by Platform, KPIs, Best/Worst Campaigns, Audiences, Creative Winners Thank you!
