top of page

The Seen & Heard Strategy™ - Client Intake Form

Purpose: This form helps me create a customized social media strategy tailored specifically to your business, audience, and goals.

Time to complete: 10-15 minutes

Instructions: Please answer all questions as thoroughly as possible. The more detail you provide, the better I can customize your strategy.

SECTION 1: BUSINESS BASICS

How long have you been in business?
6 month-1 year
1-2 years
2-5 years
5+ years

SECTION 2: TARGET AUDIENCE

SECTION 3: CURRENT SOCIAL MEDIA STATUS

Where does your ideal customer currently hang out online? Which social media platforms do they use most?
Which social media platforms are YOU currently active on?
How often are you currently posting on social media?
Daily
3-5 times per week
1-2 times per week
A few times per month
Rarely or never

SECTION 4: GOALS & EXPECTATIONS

Have you ever run paid ads on social media?
Yes
No
Planning to in the future
What are your primary goals for social media?

SECTION 5: TIME & RESOURCES

How much time can you realistically commit to social media each week?
1-2 hours
3-5 hours
6-10 hours
10+ hours
What tasks are you willing to do yourself? Check all that apply.
Do you have any help with social media?
No, I do everything myself
Yes, I have a VA or assistant
Yes, I have a social media manager
Yes, I have a team member who helps
Other
What's your budget for social media tools and services? Examples: Scheduling tools, design tools, ads, content creation services
$0-50/month
$50-100/month
$100-300/month
$300-400/month
$500+/month

SECTION 6: CONTENT CREATION PREFERENCES

Are you comfortable appearing on camera for video content?
Yes, I'm comfortable on camera
I'm willing to try, but I'm camera-shy
No, I prefer to use an AI avatar
I'm open to a hybrid approach (mostly avatar, occasional real-person content)
What type of content do you enjoy creating most? Check all that apply.
What equipment do you have for creating content? Check all that apply.
Do you have existing brand assets? Please upload them at the end.

SECTION 7: BRAND VOICE & PERSONALITY

What tone do you want to use in your social media content?

SECTION 8: COMPETITIVE LANDSCAPE

SECTION 9: ADDITIONAL INFORMATION

Do you have an email list?
Yes
No
No, and it's not a priority
Do you have a lead magnet or freebie to attract new customers?
Yes
No
No, and it's not a priority
bottom of page