Monthly Social Media Content Planning Form
Send it to clients and let them fill it out — no back-and-forth.
Client Contact
Basic contact details so we can coordinate posts, approvals, and schedule updates.
Who we should send drafts and questions to. This person will be the main point of contact.
Email for sending content calendars, drafts, and approvals.
Primary contact phone (optional)
Mobile or office number for quick clarifications. Optional.
Business & Audience
Tell us about your business, target audience, and any monthly priorities so content aligns with your goals.
The name we should use on social profiles and captions.
A short summary we can use to craft on-brand messaging.
Include demographics, pain points, and buying behaviours where relevant.
Main social platform focus
Select the platform(s) you want us to prioritize this month.
Monthly Goals & Messaging
Define what success looks like this month so we can tailor content to meet your objectives.
Primary goals for this month
Select all that apply.
Optional—use if you selected 'Other' or want to add targets.
Examples: seasonal campaign, product launch, behind-the-scenes, educational content.
Content Types & Frequency
Tell us what content formats you prefer and how often you'd like posts.
Preferred content types
Select all formats you want included.
How many posts per week would you like across the selected platforms?
Content approval process
How do you prefer to review and approve content?
Branding & Creative Guidelines
Share brand assets, tone, and visual direction to keep content consistent with your identity.
Brand tone / voice
Select the tone we should use in captions and copy.
List main brand colors or provide a style guide file below. Optional.
Notes for designers and copywriters to keep on-brand. Optional.
Upload logo(s) or style guide
Please upload high-resolution logos, brand guidelines, fonts, or a PDF style guide.
Upload example posts or inspiration
Examples of content you like (screenshots, links, or creative briefs).
Campaigns, Promotions & Key Dates
Share any launches, sales, events, or dates we need to plan content around this month.
Include promo codes, CTAs, or special messaging if applicable.
Important dates
Add dates for events, product launches, or promotions we must schedule content around. You may submit multiple dates in a single response.
Assets & Logistics
Tell us what assets you can provide and any logistical details for content creation.
Will you provide visual assets (photos/videos)?
Let us know if we'll be supplied with media or if we should produce it.
Upload current product/service photos or videos
Provide the highest-quality files you have. If large, compress into a single ZIP.
Share a folder (Google Drive, Dropbox, etc.) with assets or a brand drive. Optional.
If you have time preferences for posting, let us know. Optional.
Reporting & Budget
Notes about reporting frequency, paid social budget, and any tracking requirements.
Reporting cadence
How often would you like performance reports?
If you plan to run ads, enter the budget in your local currency. Leave blank if none.
Legal & Permissions
Permissions, disclosure needs, and any mandatory legal text we must include.
Compliance & disclosure requirements
Select any rules we must follow in posts.
We will include this verbatim where required. Leave blank if none.
Final Check & Sign Off
Confirm approvals and provide any final notes for the monthly content plan.
Anything else the social manager should know. Optional.
Do you consent to us scheduling posts on your behalf for this month?
This confirms permission to publish approved content to your social accounts.
Client sign-off
Sign here to confirm the information above and approve content planning for the month.
Draw a signature in the box above
