Use this template for your business
How it works
A social media brief almost always stalls in the same place: the client can't be bothered to write. The quiz format fixes that: most questions are multiple choice, and free-text fields remain only where they can't be avoided, what exactly you sell, to whom, and how you differ from competitors.
The most practical question is the last one: links to the social media accounts. Getting them with the lead means you show up to the video call having already seen the accounts, and the conversation doesn't start with “show me what you have” but with specific observations. The question about which platforms the client runs today, including the option “we don't run any yet,” shows the scope of work right away: maintaining something that exists or starting from scratch.
The question about promotions and special offers helps with planning: it shows whether there are content hooks for the coming months or whether the content plan has to be built from scratch. With the goals of the work, though, be careful with promises: sales growth doesn't depend on social media alone, and in the result it's better to keep phrases like “we'll set realistic goals at the consultation.”
