Content Ideas & Promotions Intake Form
Customize this template to your workflow, send it to clients with your branding, and keep everything in your client portal.
Content Priorities
Tell us which products, services, or messages you want us to prioritize in upcoming social media content.
Priority topics to feature
Select all product lines, services, or themes you want us to highlight in the next campaign or month.
Primary goal for upcoming content
Choose the main objective we should aim for with these posts.
Promotion Details & Timing
Provide specifics about any promotions, offers, or campaign timing so we can schedule and craft content appropriately.
Include promo copy, coupon codes, if it’s online or in-person, and any terms or exclusions.
Promotion start date
When should promotion posts begin?
Promotion end date
When should promotion posts stop or the offer expire?
Estimated ad spend for boosting posts or running paid campaigns. Leave blank if none.
Story Ideas & Content Assets
Share story angles, campaign themes, and assets we can use (photos, videos, testimonials).
Provide short descriptions of concepts, hooks, or narrative directions you'd like us to explore.
What tone and core messages should appear in captions and creative?
Types of content you'd like
Select the formats you want us to produce for this campaign.
Tell us what you already have (file names or links). We'll request uploads at the end if needed.
Targeting & Performance
Share who we should target and any KPIs to measure success.
Describe your ideal customer(s) so content and targeting align.
Targeting attributes (select all that apply)
Choose attributes that matter for this campaign.
List the primary metrics you'll use to judge success.
Brand Guidelines & Approvals
Provide brand rules, approval process, and any required legal or compliance notes.
If you have a document or folder with logos, fonts, or tone guidance, share the link.
Approval process
Tell us how content should be approved before publishing.
Who will be the main contact for approving content?
We will send drafts and scheduled post notices to this address.
Primary approver phone (optional)
Useful for last-minute approvals or clarifications.
Competitors, Inspiration & Notes
Share competitor accounts, inspirational brands, and any additional notes to guide creative direction.
List social handles or URLs of competitors and accounts you admire.
Tell us any topics, tones, or visuals that are off-brand or sensitive.
Contact & Project Details
Basic contact information and timeline so we can coordinate deliverables.
The person we should contact about this campaign.
We'll send confirmations, drafts, and scheduling details to this address.
Your phone (optional)
Optional — helpful for quick clarifications or urgent approvals.
Ideal launch date for content
When would you like the first posts or ads to go live?
Content frequency preference
How often would you like posts published during the campaign?
Files & Uploads
Please upload logos, product photos, videos, or documents we can use for creative production.
Brand assets (logos, fonts, images)
Upload high-resolution logos and any brand files. Accepts multiple files.
Product photos or videos
Upload manufacturer images, lifestyle photos, or short clips to include in content.
Customer testimonials or case studies
Upload written testimonials, PDFs, or short video endorsements.
Legal docs or required disclaimers (optional)
Any compliance documents, terms, or image release forms we need to include.
Sign-off
Final approval to proceed and acknowledgement of assets and timelines.
Ready for us to proceed?
Confirm whether our team can start work based on the information provided.
