Onboardng Details:
Full Name
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First Name
Last Name
Business Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
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Format: (000) 000-0000.
Web site
example@example.com
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Color Theme
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The following can be shared through the software LastPass if you are not comfortable with sharing your information.
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Instagram
Username
Password
Facebook
Username
Password
TikTok
Username
Password
What business will we be handling social media for?
When did you start your business?
What does your business offer? Think services, info products, books, in-person events, and so on.
What are your goals for your social media if any?
Who are your ideal clients?
What do you love about what you do? Clients, money, connections?
Where are you in your business? What have you tried? What’s worked? What hasn’t?
When you speak to your audience, what type of relationship do you have with them? Do they see you as a peer or mentor? Do you typically write in a more relatable tone or motivational and educational style? This helps set the tone for your objectives.
What personal details do you want your audience to know about you (dogs, kids, hobbies, etc.)?
What are the most important aspects of your business you want me to focus on?
What call to action (CTA) do you typically want readers to take after reading your content?
What topics are off-limits to write about?
Anything else we should know?
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