This is where you gather all the necessary information that you need for your client to make sure that both of you are on the same page and you will get an in-depth understanding of their business including their goals, challenges, mission, and their needs.

You may create this form using **Google Forms or Notion Forms**

Introduction

(For your introduction, you need to tell your client here what is your intention in creating this form/questionnaire and explain the importance of the information that you will gather from here.)

Here’s an example:

”Hi there! I can't wait to work with you to expand your brand's online presence and I am happy to have you on board.

*Before we take off on this journey together, there are a few things I would like to know about you. This will guarantee that my strategies complement your goals and brand identity. I have developed a brand questionnaire that addresses important facets of your company and social media presence to streamline this process.

The brand questionnaire is an extensive survey created to collect important information regarding your business, target market, brand standards, social media, and business goals. By responding to these questions, you'll give me insightful information that will help me craft social media plans that are unique to your business.

To develop a customized and successful social media strategy for your company, I need a thorough understanding of your brand, target market, and goals, which can be achieved by completing the brand questionnaire.

After we have gathered every piece of information needed and data, I will draft a comprehensive plan that includes my social media strategies, content schedules, and significant dates. This will give you a comprehensive picture of what's to come in the next few days, weeks, and months.

I value the time and work you invested in giving me all of this data.

Do not hesitate to contact me if you need further help or if you have any questions. I am here to help you every step of the way.”*

Business Profile

(In the business profile section, you should request their company name, website(if necessary), and a brief description of their product/service. These details will help you create social media strategies that will align with your client’s offerings)

Business Profile includes:

• Company name
• Website
• Niche/Industry
• Brief description of your client’s company’s product/service

Social Media Accounts

(In this section you will ask for information about the existing social media accounts of your client asking them the login details or administrative access to their social media platforms such as Instagram, TikTok, Facebook, LinkedIn, Youtube, or other social media platforms they want you to manage.)

Example questions to ask:

• Platforms you want me to handle? (List all the social media platforms you know and choose the “Multiple Choice” option on Google Forms)
• Can I have access to your Canva Account? (yes, no, other…)
• List the other tools you want me to access (provide the website link, email address, and password)

Brand Identity