Social Media Intake Form

NOTE: If you have NOT been redirected here by CFM, please click here to request more information or click here to purchase your Client Needs Audit, which is the first step in any engagement.

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Contact Details

Before we get started, please click the “add contact info” to provide your company contact info and choose your Account Executive. This will ensure your answers are routed to the proper team member.

Company	Account Executive	Actions

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Account Executive(Required)

Your Name(Required)

First Last

Email(Required)

Company(Required)

What is your top priority, or goal, in being available to your customers online? (i.e. more likes, brand awareness, drive more sales)(Required)

In your opinion, who are your top 3 competitors?(Required)

Are you aware of any specific social media campaigns your competitors have executed that you feel were especially successful?(Required)

What attributes has your organization acquired that allows you to have a unique competitive advantage?(Required)

Do you have products that you prefer to push at certain times of the year? Products you prefer not to promote?(Required)

What promotions do you have currently planned throughout the year? How often do they change? (Monthly, quarterly, sporadically etc.)(Required)

What products do you sell the most of?(Required)

What products do you make the most profit from?(Required)

What are your targeted niche/geographic areas?(Required)

Are there any guidelines for social media postings?(Required)

Please list any terms you do not want associated with your brand:(Required)

Are there any specific holidays you do NOT want messaging to be posted in regards to?(Required)

Are there any holiday terms you want to avoid? For example: Do not use Merry Christmas, please use Happy Holidays.(Required)

Do you object to any postings that pertain to fun, light-heartedness topics?(Required)

Do you anticipate needing additional graphic services during your campaign?(Required)

Do you require to review/approve posts (not retweets or shares) before we run them?(Required)

Replying to comments, etc? Who will be the point of contact for CFM to address questions and comments customers posted on social media?(Required)

What are your goals for the paid campaign?(Required)

If you chose Other, please explain.

Is there anything else you wish to share?

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