Social Media Customer Intake Form

Info needed for Implementation

1. What is your name?

2. What is the name of your company?

3. What is your email address?

4. What is the best phone number/Skype ID to contact you?

5. What is your company's website?

6. FACEBOOK.
What is your Facebook Business Page URL? (copy and paste it here) Sign into your FB business page and copy the URL here.
If you don't have one, please type SET UP FOR ME NOW.

6a) Please add the URLS of 5-10 Facebook Fanpages or groups you feel are the ideal Fanpages your future clients would like or participate in. (For example, you are a real estate agent who specializes in working with engineer clients from San Francisco. you would not like local real estate groups, you would join and like local engineering and business development groups in the Bay Area.) These Fanpages and groups you list are very important to getting the campaign started on the right foot. Please make sure to spend some time and think the pages you list thoroughly.

6b) Competitors Facebook Fanpages

6c) Current Clients Facebook Fanpages

6d) Ideal Referral Partner Facebook Fanpages

7. What is your Twitter profile name?
If you do not have a Twitter account and need us to set one up, please type SET UP FOR ME NOW.

7 a. What is Your Twittter password? If we are setting up a new Twitter account, what password do you want us to create for you?

8. What is your Google+ account login?

9. What is your LinkedIn email log in?

9a) What is your LinkedIn password?

10. Do you own a LinkedIn Group?

11. Do you publish content on a blog or LinkedIn?

11a. Are your current clients, competitors or partners on LinkedIn?
(If yes, add their LinkedIn URL’s below)
Please add the URLS of 5-10 LinkedIn groups you feel are the ideal groups your future clients would be part of. (For example, you are a real estate agent who specializes in working with engineer clients from San Francisco. you would not join local real estate groups, you would join local engineering and business development groups in the Bay Area.) These groups you list are very important to getting the campaign started on the right foot.

Client LinkedIn URLS

Competitors LinkedIn URLS

Partners LinkedIn URLS

Ideal Target Prospect Profile
(The criteria listed below is directly related to the “advanced search criteria” available to you execute an LinkedIn Search. Please be as exhaustive as possible when outlining the makeup of your Ideal Target Prospect)
11b. Location

11c. Industry

11d. Function

11e. Seniority Level

11f. Company Size

11g. Keywords

12. Do you currently use any landing page software such as Leadpages or Unbounce?
If so please send over the log in credentials.

If you do not have any landing pages and want us to create for you, please type SET UP FOR ME NOW

12 a. What is your landing page software password (if applicable)

12b) Please add the URLS of 3-6 landing page designs that ideally would capture the attention of future clients. (For example, landing pages that have compelling offers, attention grabbing graphics, appealing giveaways, etc. Please go a Google search and copy and paste a few urls.

13. What is your WordPress Website URL log in?

If you do not have a WordPress Blog/Website please type DO NOT HAVE

13 a. What is your WordPress username?

13 b. What is your WordPress password?

14. Send 140 character Bio/Description of your business/services and also a one paragraph bio for yourself and your business

15. Please give us demographics of your target customer? Geographic area, age ranges, related industries, Zip Codes help if you serve a specific areas.
Other helpful Demographics can include, age bracket, gender, profession, ethnicity, income levels, and any helpful information that you will believe help the campaign, please enter below

16. Do you have any "freebies" you can offer, to help with engagement and to entice the visitor to respond to your call to action?

17. What are 5 keywords/phrases, that you would like to rank for on Google, when people are searching for your company.

18. Please give a few complimentary businesses or industries that you would like us to target to for cross-promotions?

19. If applicable, please provide “LOCAL PAGES”, urls of your city web sites, as well as neighboring cities. Use zip codes if it is important.
Include Local Chambers of Commerce, City Calendar Pagesfor local events, Local News Channels, Local Blogs, Local Schools, Parks, Clubs, etc. The more content sources we have the better. Take a few minutes to search for them and paste the web site URL here.

20. What is the main purpose of this social media project for your business.

21. Is there anything we need to know that we have not asked about that you believe would be helpful in the campaign?

22. Are there any other services you need help with for the marketing of your business? ex.
Website Re-Design?
Company Branding?
Custom Videos?
Facebook Contests?
E Commerce?

23.Please attach any logos, jpegs, docs. videos. etc that you believe would help with the campaign.