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Home
About Us
A Note From…
In the Community
News & Recent Launches
Services
Website Development
Content Development & Writing
Video Production
Online Seminars
Search Engine Optimization
Social Media Marketing
Graphics & Print
Bariatric Surgery Corner
Portfolio
Testimonials
Contact Us
Social Onboarding Questionnaire
Practice / Company Name
Brief description of your business in 2–3 sentences, including mission, values, and vision
What sets you apart from competitors?
Who is your ideal customer? (Demographics, age, location, gender, interests)
What accounts do you currently have? Identify handle and platform.
What do you like or dislike about your competitors’ social media presence and strategy? Are there specific things that stand out to you—either positively or negatively?
How would you describe your brand personality?
Professional / Buttoned Up
Friendly
Humorous
Inspirational
Edgy
Other
If other, please describe
Preferred tone of voice?
Casual
Formall
Witty
Authoratative
Other
If other, please describe
Preferred visual style and aesthetics?
Clean and minimal
Bold and colorful
High-end/luxury
Approachable and friendly
Other
If other, please describe
Comment and Direct Message Management
Do you prefer to handle replies to comments and direct messages yourself, or would you like our team to manage them?
If you choose for us to handle responses, we will reach out anytime a message needs your input.
If you prefer to respond personally, we will continue to monitor activity and communicate any comments or messages that need your attention.
Any words, phrases, jargon, or ideas to avoid?
What metrics are most important to you? Following? Reach? Community? Consistent Brand Voice?
Would you like to incorporate paid ads into strategy? (Y/N)
Yes
No
If someone only spent 5 minutes browsing your social media, what is the idea you’d want them to leave with?
Which brand do you think does social media really well? Why do you admire it?
Name a liaison in the office to help coordinate with us (preferably office manager)
Best day of the week or date/time for a content shoot
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