1. Instructions

    1. Instructions

  2. Company Website

    1. Company website URL

    2. *Company blog URL

  3. Social Media

    1. Twitter URL

    2. Twitter Objectives

    3. Facebook Page URL

    4. Facebook Objectives

    5. Instagram account URL

    6. Instagram Objectives

    7. LinkedIn URL

    8. LinkedIn Objectives

    9. YouTube URL

    10. YouTube Objectives

    11. Other Presences

  4. Access

    1. Access Details

  5. External Exposure

    1. External Sites

    2. Testimonials

  6. Existing Social Media Marketing Efforts

    1. Social Media Marketing

    2. Successes

    3. Barriers

    4. Current Monthly Spend

    5. Social Media Management

    6. What do your social media followers post on the public areas of your accounts?

    7. Do you monitor what is being said about your company on Social Media outside of your account?

    8. If yes, how do you use this information to benefit your company?

    9. What are the main objectives of your social media presences currently?

    10. If you selected other, above, please specify what you use your Social Media presences for.

    11. Provide links to social media posts that have resulted in the most engagement.

  7. Technology & Tools

    1. What tools have you used to manage your social media profiles?

    2. Would you be open to us suggesting and implementing tools for more effective social media management?

    3. If you have any social media management tools, will you be able to provide access for us?

    4. Do you have any tracking pixels installed on your site?

  8. Other Marketing Efforts

    1. Aside from Content Marketing, what marketing strategies are you currently employing?

    2. If you've written other above, please provide details on these and where we can monitor them.

  9. Analytics

    1. Do you have Google Analytics set up on your website?

    2. Is it possible to give us access to your Google Analytics account?

  10. Objectives & Strategy

    1. Please describe the specific objectives you have in mind for this campaign. What do you want to achieve with it?

    2. Do you need our services to help you determine the best objectives for your Social Media campaign?

    3. Do you want our guidance in composing a strategy for your social media campaign?

    4. If you already have an existing strategy and only need help in execution, please provide the strategy for us to review

    5. How does social media fit into your company's short-term strategy?

    6. How does social media fit into your company's growth strategy?

  11. Approval Process

    1. Please describe your approval process for posting on Social Media.

    2. Please provide the names and contact details of the individuals involved in this process

    3. What are the times and days of the week that this approval process applies?

  12. Voice & Tone

    1. Describe your brand's voice and tone.

    2. Do you want guidance in developing a unique social media voice and tone that will contribute to your overall strategy?

  13. Content Creation

    1. Will you be playing an active role in conceptualising the content that is published?

    2. Do you see social media content aligning with any specific company events?

    3. If so, will there be an individual available to pro-actively communicate these events with us?

    4. Please provide the above person's name and contact details.

    5. Do you have a content calendar for internal or external content creation that we can align social media posts with?

    6. Do you envisage user-generated content as part of this campaign?

  14. Goals & Expectations

    1. Do you have any specific metrics by which the above will be measured?

    2. How many pieces of content do you expect to be published per month?

    3. How does social media fit into your sales funnel?

    4. What reporting do you expect to see from us, and how often?

  15. Imagery, Media & Promotion

    1. Does your company have an account with a stock imagery and media platform that we can use?

    2. If no, is it within your budget to obtain such a subscription?

    3. Would you need us to create bespoke imagery to accompany your content?

    4. What are the most important keywords/hashtags for your company and industry?

    5. Do you have a budget for the paid promotion of your posts?

    6. If yes, please let us know your weekly budget in US Dollars for paid promotion.

Social Media Campaign


Social Media Campaign

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Company website URL

*Company blog URL

This question is applicable to you if your company has a blog hosted outside of your site domain (like Medium, for example)

Twitter URL

Twitter Objectives

What are the main objectives of your Twitter account? Select any options applicable to why your company currently uses Twitter?

  • Lead Generation

  • Conversion

  • Support

  • Brand Awareness

  • Networking

Facebook Page URL

Facebook Objectives

What are the main objectives of your Facebook page? Select any options applicable to why your company currently uses Facebook.

  • Lead Generation

  • Conversion

  • Support

  • Brand Awareness

  • Networking

Instagram account URL

Instagram Objectives

What are the main objectives of your Instagram account? Select any options applicable to why your company currently uses Instagram.

  • Lead Generation

  • Conversion

  • Support

  • Brand Awareness

  • Networking

LinkedIn URL

LinkedIn Objectives

What are the main objectives of your LinkedIn account? Select any options applicable to why your company currently uses LinkedIn

  • Lead Generation

  • Conversion

  • Support

  • Brand Awareness

  • Networking

YouTube URL

YouTube Objectives

What are the main objectives of your Youtube account? Select any options applicable to why your company currently uses Youtube.

  • Lead Generation

  • Conversion

  • Support

  • Brand Awareness

  • Networking

Other Presences

Do you have any other Social Media presences? If so, please list them below and provide URLs for them. 

Access Details

Do we have access to your accounts yet? If not, please provide us with access details to all of these accounts and select Yes when this is complete. It is best to communicate access details like usernames and passwords over an encrypted platform.

  • Yes

  • No

External Sites

Have any external sites published content about your company? Provide the URLs of reviews or blog posts that have been written by external, independent sites.


Please ensure that your answer meets the following requirements:

Testimonials

Understanding why your clients love your product is crucial to developing a great social media campaign. Please create a document that details positive feedback you've received and include as much information about the customer as possible (name, business name, role, etc).

Choose fileor drag a file here

Social Media Marketing

Are you currently using any of your Social Media presences to actively market your company? 


This does not include simply having a presence on Social Media. Answer yes only if you are actively executing marketing campaigns on these platforms.

  • Yes

  • No

Successes

What have been your biggest successes in these campaign efforts?

Barriers

What have been your biggest barriers to success in social media marketing thus far?

Current Monthly Spend

What is your current monthly spend in US Dollars on Social Media marketing?


Please ensure that your answer meets the following requirements:

Social Media Management

Do you currently use an in-house team or an agency to manage your social media presences?

What do your social media followers post on the public areas of your accounts?

Provide as much detail here as possible. Are there complaints?


Do they ask for support? Please provide examples if possible.

Do you monitor what is being said about your company on Social Media outside of your account?

  • Yes

  • No

If yes, how do you use this information to benefit your company?

What are the main objectives of your social media presences currently?

  • Lead Generation

  • Conversion

  • Brand Awareness

  • Promotions & Deals

  • Customer Service

  • Online Reputation

  • Product Promotion

  • None

If you selected other, above, please specify what you use your Social Media presences for.

Provide links to social media posts that have resulted in the most engagement.

Engagement refers to customer interaction. Typically these are comments, likes, retweets, etc.


Please ensure that your answer meets the following requirements:

What tools have you used to manage your social media profiles?

Would you be open to us suggesting and implementing tools for more effective social media management?

  • Yes

  • No

If you have any social media management tools, will you be able to provide access for us?

Please add us as users on these tools and select Yes when this has been completed.

  • Yes

  • No

Do you have any tracking pixels installed on your site?

  • Yes

  • No

Aside from Content Marketing, what marketing strategies are you currently employing?

E.g: Email marketing, Social Media, Paid Advertising, Referrals, Affiliates, PR, Other

If you've written other above, please provide details on these and where we can monitor them.

Do you have Google Analytics set up on your website?

  • Yes

  • No

Is it possible to give us access to your Google Analytics account?

You will need to set us up as a user on your Google Analytics account. We will be in touch with you to assist you with this process

  • Yes

  • No

Please describe the specific objectives you have in mind for this campaign. What do you want to achieve with it?

Typically, people want their Social Media presences to achieve a specific goal, or set of goals.

Do you need our services to help you determine the best objectives for your Social Media campaign?

If you are uncertain about what you want to (or can) achieve with Social Media marketing and need our guidance, select Yes.

  • Yes

  • No

Do you want our guidance in composing a strategy for your social media campaign?

If you already have an existing strategy and only need help in execution, please provide the strategy for us to review

Please upload a document/some documents detailing your social media strategy.

Choose fileor drag a file here

How does social media fit into your company's short-term strategy?

This refers to new business opportunities or products that your company may want to take advantage of within the next 12 month

How does social media fit into your company's growth strategy?

This is a more long-term view than the previous question.


What role do you see social media playing in your company's growth over the next five years?

Please describe your approval process for posting on Social Media.

If there is a specific workflow involved in publishing content onto your social media platforms, specifically relating to getting approval, please describe it in detail here and ensure the relevant individuals' contact details are provided.

Please provide the names and contact details of the individuals involved in this process

What are the times and days of the week that this approval process applies?

Describe your brand's voice and tone.

What is the ideal tone that you want to project online? Is it similar to your existing marketing efforts or company identity? Or do you have something else in mind?

Do you want guidance in developing a unique social media voice and tone that will contribute to your overall strategy?

  • Yes

  • No

Will you be playing an active role in conceptualising the content that is published?

This determines how big of a role we will play in coming up with ideas and angles for social media content.

Do you see social media content aligning with any specific company events?

Examples: Offline marketing campaigns, Conferences and events, Product releases, Company and product milestones, et

  • Yes

  • No

If so, will there be an individual available to pro-actively communicate these events with us?

  • Yes

  • No

Please provide the above person's name and contact details.

Do you have a content calendar for internal or external content creation that we can align social media posts with?

  • Yes

  • No

Do you envisage user-generated content as part of this campaign?

Incentivising users to create posts that promote your campaign goals is often a feasible strategy. Let us know if you are open to considering this

  • Yes

  • No

Do you have any specific metrics by which the above will be measured?

Please be as specific as possible. For instance, would you like to see a 25% increase in traffic, would you like to see a 5% decline in customer churn, etc.

How many pieces of content do you expect to be published per month?

Please ensure that your answer meets the following requirements:

How does social media fit into your sales funnel?

If applicable, do you see this campaign as a critical component of a sales process? If so, please provide detail.

What reporting do you expect to see from us, and how often?

If you have no expectations for reporting, please let us know. We are comfortable providing guidance on this.

Does your company have an account with a stock imagery and media platform that we can use?

  • Yes

  • No

If no, is it within your budget to obtain such a subscription?

  • Yes

  • No

Would you need us to create bespoke imagery to accompany your content?

  • Yes

  • No

What are the most important keywords/hashtags for your company and industry?

Keywords are used in Social Media promotion. They are critical for reaching the right audience.

Do you have a budget for the paid promotion of your posts?

  • Yes

  • No

If yes, please let us know your weekly budget in US Dollars for paid promotion.

Please ensure that your answer meets the following requirements: