Audience & Goals Intake
Customize this template to your workflow, send it to clients with your branding, and keep everything in your client portal.
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.
Primary audience location
Where most of your customers live. Used for targeting and content localization. Required.
Audience interests & behaviors (select all that apply)
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.
Primary goal for social media
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.
How would you rate your current social performance?
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.
Preferred content types
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.
Who approves creative internally?
Choose the approval workflow so we can route drafts correctly. Required.
Preferred campaign start date
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.
Do you currently run paid social ads?
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.
Content usage & rights
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.
Brand assets (logo, fonts, style guide)
Please upload logos, brand guidelines, or font files. Helpful for on-brand creative.
Existing top-performing creative or content
Upload screenshots or files of posts/ads that performed well so we can analyze what worked.
Audience research or customer personas (if available)
Optional: any customer surveys, personas, or market research documents.
Final sign-off
Please confirm you agree to proceed with the information provided.
Confirm details and proceed
By selecting yes you confirm the information is accurate to the best of your knowledge. Required.
Authorized representative signature
Please sign to confirm the information and grant permission to use uploaded assets as selected above.
Draw a signature in the box above
