Social media marketing questionnaire template
This six-step social media questionnaire asks the prospect’s biggest challenge, how often they post, their main goal, their busiest platform and any notes, followed by the contact details. Clone it into your Growform account and add the platforms you manage.
What the form asks, step by step
The questions describe where a brand stands on social today, which is what a strategist asks first. Only the notes step needs typing.
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Step 1: “What’s your biggest social media challenge?”
Followers, engagement or content creation tells you which service to pitch.
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Step 2: “How often do you post on social media?”
A brand posting rarely needs content production more than community management.
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Step 3: “What’s your main goal on social media?”
Awareness, leads, customer service or sales shapes the reporting you promise.
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Step 4: “Which platform do you use the most?”
Facebook, Instagram, Twitter or LinkedIn points to the right specialist.
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Step 5: More information
Prospects can add their handles, competitors or a deadline in this box.
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Step 6: “How shall we contact you?”
Name, email and phone come last.
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After submitting
A social media agency would replace the default thank-you text with a link to its case studies or a booking calendar.
Who it’s for
Social media agencies, freelance managers and content studios can use this template as the first form a prospective client completes. As a social media intake form it records the challenge, the current posting rhythm, the goal and the main platform, so the discovery call can start with recommendations. Freelancers who sell fixed packages can map each answer to a package before replying.
Why this structure converts
- The first question lets the prospect describe their problem, which feels like the start of help.
- Posting frequency is a multiple-choice answer, so nobody has to admit a lapse in their own words.
- The platform question keeps the call focused on the channel where the brand is most active.
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Make it yours
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Make platforms multi-select
The platform step accepts one answer. Switch it to multi-select and add TikTok, YouTube and Pinterest if you manage them.
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Ask for the budget
A monthly budget question with a few bands saves a discovery call with prospects who cannot afford a retainer.
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Request account handles
Rename the notes box to ask for the brand’s handles so you can review the accounts before you reply.
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Frequently asked questions
What should a social media marketing questionnaire ask?
Before the first call it should ask the main challenge, the posting frequency, the goal and the platforms in use. Detailed questions about brand voice and audiences belong in onboarding.
Is this a client onboarding form?
It is written for prospects at the inquiry stage. After the contract is signed you can send a longer questionnaire covering access, brand guidelines and approvals.
Where do the answers go?
Submissions reach your inbox and can also create a deal in HubSpot or Pipedrive, or a task in ClickUp.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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