| Business Overview |
Understand the nature of the client’s business/product/service. |
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Identify the client’s primary revenue streams or sales channels. |
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Clarify the client’s brand personality and values. |
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| Target Audience |
Define the client’s ideal customer (age, gender, location, interests, behavior). |
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Confirm if the client has established user personas. |
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Identify specific demographics or audience segments for social media targeting. |
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| Current Online Presence |
Review the client’s existing social media profiles (Facebook, Instagram, Twitter, LinkedIn, etc.). |
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Analyze which platforms are most active and which generate the most engagement. |
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Gather past performance data for social media (analytics, engagement, audience growth). |
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Assess the quality, consistency, and engagement of the client’s current content. |
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| Marketing Goals |
Identify the client’s key marketing objectives (brand awareness, lead generation, customer engagement). |
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Confirm specific KPIs the client tracks for social media (follower growth, engagement, conversions). |
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Clarify if the client is looking for short-term or long-term social media strategies. |
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| Content & Branding |
Identify the types of content the client currently produces (images, videos, blogs, infographics). |
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Understand the client’s brand tone (professional, casual, witty, informative, etc.). |
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Review if the client has a consistent posting schedule or content calendar. |
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Check if the client uses user-generated content, partnerships, or influencer collaborations. |
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| Competitor Analysis |
Identify the client’s main competitors on social media. |
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Analyze brands the client admires or wants to emulate in terms of social media presence. |
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Determine what differentiates the client from competitors in their industry. |
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| Paid Advertising |
Confirm if the client has previously run paid social media campaigns. |
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Clarify the client’s budget for paid social media ads. |
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Identify whether the client wants to increase, maintain, or reduce spending on ads. |
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| Preferred Platforms |
Confirm which social media platforms are most important for the client’s business. |
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Determine if the client is open to exploring new platforms (TikTok, Pinterest, etc.). |
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Clarify if the client wants to focus more on organic growth or paid social media strategies. |
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| Timelines & Deliverables |
Confirm any specific timelines for campaigns or product launches. |
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Identify any upcoming events, product launches, or seasonal campaigns to consider. |
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Clarify the expected frequency of content and reporting (weekly, monthly). |
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| Budget & Resources |
Confirm the client’s estimated budget for social media marketing. |
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Identify if the client has internal resources for content creation or will need full-service support. |
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Check if the client is using any tools or platforms for social media management (e.g., Hootsuite, Buffer). |
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| Success Metrics |
Define how the client measures success in social media (quantitative: followers, reach, sales, etc.). |
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Clarify the client’s expectations for results within 3, 6, and 12 months. |
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Identify whether the client is focused more on brand awareness or driving conversions. |
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| Feedback & Communication |
Confirm how often the client expects updates or progress reports. |
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Identify the primary point of contact on the client’s team. |
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Clarify the client’s preferred communication method (email, phone, video calls). |
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