Social Media Client Intake Form | Puzzle Pieces Marketing

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Social Media Client Intake FormAngel Mason Broadus - President, Puzzle Pieces Marketing2023-06-02T13:06:09-07:00

Social Media Client Intake Form

- Step 1 of 2

Name *

Company name *

Email *

Website / URL *

Please provide a brief description of the organization. *

Does your organization have brand guidelines? *

NOTE: You will be asked to upload the brand guidelines in the PPM Project Management System.

Which Social Media accounts will PPM be helping you manage? *

Facebook
Instagram
LinkedIn
Twitter
YouTube
TikTok
Other

PPM will never post to/on behalf of your account without permission.

Facebook URL *

LinkedIn URL *

YouTube URL *

Instagram Handle *

Twitter Handle *

TikTok Handle *

List Other *

Who, in your opinion, are your top competitors? *

Just their names are fine, but website URLs would be appreciated as well.

2. What are your goals for your website? Choose all that apply and add your own if applicable. *

Raise Awareness
Retain donors
Drive Traffic
Attract New Donors
Promote Events
Attract Volunteers
Follow Up On Events
Provide Info For Employees
Find Leads
Attract New Employees
Provide Information For Stakeholders
Sales
Other

Additional *

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

List Campaigns *

Are there any guidelines for social media postings? *

List Guidelines *

Please list any terms you do not want associated with your brand *

What events or campaigns do you have currently planned throughout the year? How often do they change? (Monthly, quarterly, sporadically etc.) *

Do you have services that you prefer to push at certain times of the year? *

List seasonal services *

Are there any specific holidays you do not want to include or mention in your social media content? *

Please list any holidays *

Do you have services you prefer not to promote on social media? *

List services you prefer not to promote

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

Please list holiday terms to avoid. *

Replying to comments, etc? Who will be the point of contact for PPM to address questions and comments posted on social media? *

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