Social Media Audience & Goals Intake
About this template
This intake template helps social media professionals collect the client information needed to shape strategy, content, campaigns, reporting, and approvals.
Who it’s for
- Social media strategy engagements
- Organic social media management
- Paid social campaign planning
- Social media audits and refreshes
When to use it
- Before developing a social media strategy
- When onboarding a new social media client
- Before planning paid social campaigns or ad spend
- When refreshing an underperforming or inactive social presence
Customization tips
- Add the specific platforms your team manages, such as Instagram, LinkedIn, TikTok, or Facebook.
- Adjust KPI options to match the outcomes you report on, such as leads, purchases, reach, or engagement.
- Set budget fields in the currency and spending cadence you use with clients.
- Add questions about industry-specific compliance, promotions, or required legal reviews.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Social Media Audience & Goals Intake
Audience & Customers
Help us define who we're targeting. The more specific, the better we can tailor voice, creative, and ad targeting.
Include demographic, psychographic, and behavioral details. Example: "Urban women, 25–40, interested in sustainable fashion, located in the US." Required.
Where most of your customers live. Used for targeting and content localization. Required.
Select interests and behaviors that match your audience. Helps with content ideas and ad targeting.
Optional — only needed if you selected 'Other' above.
Goals, KPIs & Messaging
Clarify what success looks like so we can align strategy and reporting to your priorities.
Choose the main outcome you want from social media marketing. Required.
List up to 3 KPIs we should prioritize in reporting. Required.
This helps us recommend realistic campaign plans and ad spend. Enter numeric value in your currency. Required.
Share tone, phrases to use or avoid, and one-sentence brand positioning. Helps ensure captions and creative match your brand. Required.
Current Social Presence
Help us audit your existing channels and see what’s working.
Your main website or landing page for tracking conversions. Required.
List all current profiles so we can review content and follower data. Required.
Helps us understand whether you want a refresh or a full rebuild. Required.
Content Preferences & Creative
Tell us what content formats and visual styles you prefer so creative aligns with your brand and audience.
Select the content formats you'd like us to prioritize.
Describe visual preferences or constraints. We'll use this to match creative to your brand. Required.
List 3–5 brands or accounts you admire or consider competitors. This helps with benchmarking. Required.
Logistics & Approvals
Practical details about approvals, timing, and content rights.
Choose the approval workflow so we can route drafts correctly. Required.
When would you like us to begin posting or running ads? If flexible, provide an approximate timeframe.
How often do you want organic posts, stories, and paid campaigns? Required.
Budget, Tracking & Legal
Details that affect campaign setup, measurement, and compliance.
Helps us know whether we need to set up ad accounts or audit existing campaigns. Required.
Optional — share links or IDs for review. If sensitive, provide secure access separately.
Choose the standard rights you grant the agency for created content. Required.
Uploads & References
Upload any assets or documents that will help with strategy and creative. Files are optional but helpful.
Please upload logos, brand guidelines, or font files. Helpful for on-brand creative.
Upload screenshots or files of posts/ads that performed well so we can analyze what worked.
Optional: any customer surveys, personas, or market research documents.
Final sign-off
Please confirm you agree to proceed with the information provided.
By selecting yes you confirm the information is accurate to the best of your knowledge. Required.
Please sign to confirm the information and grant permission to use uploaded assets as selected above.
Draw a signature in the box above
