Social Media Strategy Form
About this template
This form helps social media professionals collect the information needed to shape a client’s social media strategy before work begins. It covers business context, goals and metrics, audience location and traits, current and preferred platforms, account details, content formats, tone, brand guidelines, and final approval.
Who it’s for
- Social media managers onboarding a new strategy client
- Marketing agencies planning social media services
- Businesses defining content priorities across social channels
- Teams that need client approval before strategy work begins
When to use it
- Before creating a social media strategy or content plan
- When onboarding a new social media management client
- Before selecting priority platforms and content formats
- When aligning on brand tone, goals, and performance metrics
Customization tips
- Add questions about posting frequency, campaign dates, and available budget.
- Include a file-upload field for brand guidelines, logos, and approved visual assets.
- Add a competitor section to collect examples of accounts the client follows or wants to avoid.
- Tailor platform options to the channels your business actively manages.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Social Media Strategy Form
Business Overview
Give us a quick look at your brand and what you do.
Confirm the name we should use when referring to your brand in profile copy and content.
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.
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.
Select all that apply.
Platform Preferences
Let us know where you’re active and where you'd like to grow.
Select all that apply.
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)
(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.
Confirm that all information above is accurate and approved to move forward.
Draw a signature in the box above
