SSM intake form Contact Details Full Name (required) Email (required) Phone / WhatsApp Business Name Business Type Website / Social Link 1. What platforms do you need help with? Select all that apply. InstagramFacebookTikTokYouTubeLinkedInGoogle Business ProfileTwitter/XAll of the aboveNot sure yet 2. What social media services do you need? Select everything you want. Full social media managementContent creation (photos/videos)Reels / short video editingCaption writing & hashtags3–5 posts per week7–14 posts per weekPaid ads setupPaid ads monthly managementDM management & customer supportCommunity management (comments)Lead generation systemUGC contentBranding templates (Canva)Monthly content strategySocial media chatbot automationOther / not sure Describe your project or needs (required) 3. Your current situation I post consistentlyI post sometimesI rarely postI never postI have content but no strategyI don’t have any contentI need a full restartI need done-for-you management 4. Content style preference Preferred style Clean & minimalModern & boldLuxury & premiumColorful & funEducational & professionalDocumentary/storyNot sure yet Examples of accounts you like 5. Do you already have content? I have photosI have videosI have noneI need you to create everythingI want on-site shootingI want online-only content 6. Paid ads Do you want paid ads? YesNoMaybeNot sure Ads monthly budget Under $300$300 – $600$600 – $1500$1500 – $3000$3000+Not sure 7. Tools you currently use Meta Business SuiteInstagram onlyCanvaGoogle DriveCRMNothing yetI need everything set upNot sure 8. Goals More followersMore salesMore leadsMore engagementBrand awarenessBooking more appointmentsBecome top provider in my areaBuild a personal brandGrow TikTok/Instagram fastImprove design & branding 9. Budget & timeline Monthly budget for social media services (required) Under $300$300 – $600$600 – $1200$1200 – $2000$2000+Not sure yet When do you want to start? ASAP (this week)Within 2–4 weeksWithin 1–3 monthsJust researching 10. Meeting & communication Preferred contact method WhatsAppPhone callEmailAny is fine Best time for a call Additional notes or questions [acceptance* terms] I agree to be contacted about social media services.
