Social Media Strategy Form
Template intro
Help us build a winning social media strategy by sharing your goals, audience, and preferences. This form ensures we’re aligned on content, tone, and channels before we get to work.
Send it to clients and let them fill it out — no back-and-forth.
Business Overview
Give us a quick look at your brand and what you do.
As it appears on social media or in public.
Main website or link to your brand's homepage.
A short summary of your products or services.
Goals & Objectives
Let’s define what success looks like on social media.
What are your top goals for social media?
Select all that apply.
(e.g., follower growth, engagement rate, conversion rate)
Target Audience
Help us understand who we’re creating content for.
Age, interests, profession, or any key traits.
Where is your audience primarily located?
Select all that apply.
Platform Preferences
Let us know where you’re active and where you'd like to grow.
Which platforms are you currently using?
Select all that apply.
Which platforms do you want to focus on?
Select all that apply.
Paste any relevant handles or profile URLs.
Content Direction
Guide our tone, topics, and visual style.
(e.g., reels, carousels, behind-the-scenes, testimonials, product promos)
Preferred Content Tone
(e.g., avoid memes, stick to brand voice, use only approved visuals)
Final Notes & Sign-Off
Anything else we should know before we get started?
Optional — drop in anything we didn’t ask but should know.
Signature
Confirm that all information above is accurate and approved to move forward.
Draw a signature in the box above
