Social Media Management Intake Form "*" indicates required fields Agency DetailsAgency Name* Account Manager Name* First Last Account Manager Email* Client DetailsBusiness Name* Business Website* Organic Services Facebook Instagram Twitter Alignable LinkedIn Add-On: Boost All Posts? Yes No Boost Budget (Per Post) Boost Audience Notes Paid Services Facebook/Instagram Twitter Alignable - Regional Alignable - National LinkedIn Facebook ManagementOrganic Account setup and optimization 1 post/week Fully managed posting calendar Monthly ReportingFacebook Page URL* Audience*Goals & Expectations*Any topics to avoid?*Notes on Image Preference*Are there any types of images the client prefers? Are there any types of images we should avoid?Social Account Examples*Are there any examples of other pages the client likes or wants to emulate?Any hashtags the client wants to include on posts?*We research trending hashtags for every account, but if the client has any they want to use, add them here.Facebook/Instagram Ads ManagementAccount setup Audience and geo targeting 1 Billboard Ad + 1 Boomerang Ad campaign Managed Ad calendar Monthly Reporting and ad rotations Facebook Page URL* Facebook Business Manager ID* Additional info we should know about the client (include URL to client's website if available)*Audience*Goals & Expectations*Customer List Drop files here or Select files Max. file size: 30 MB. Budget* Indicate a daily, monthly, or quarterly amount.What would you like to advertise? Do you have any specials you would like to promote?*Instagram ManagementAccount setup and optimization 1 post/week Fully managed posting calendar Monthly Reporting Instagram Page URL* Audience*Goals & Expectations*Any topics to avoid?*Notes on Image Preference*Are there any types of images the client prefers? Are there any types of images we should avoid?Social Account Examples*Are there any examples of other pages the client likes or wants to emulate?Any hashtags the client wants to include on posts?*We research trending hashtags for every account, but if the client has any they want to use, add them here.Twitter ManagementAccount setup and optimization 30 tweets/month, including relevant/trending hashtags Fully managed tweet calendar Monthly Reporting Twitter Page URL* Goals & Expectations*Audience*Any topics to avoid?*Notes on Image Preference*Are there any types of images the client prefers? Are there any types of images we should avoid?Social Account Examples*Are there any examples of other pages the client likes or wants to emulate?Any hashtags the client wants to include on posts?*We research trending hashtags for every account, but if the client has any they want to use, add them here.Twitter Ad ManagementAccount setup Audience and geo targeting 1 Billboard Ad + 1 Boomerang Ad campaign Monthly Reporting and ad rotations Twitter Page URL* Goals & Expectations*Audience*Are there any specific states, cities, or zip codes you would like to target or exclude?*What Follower look-alikes would you like to target?*These would be Twitter accounts. With this targeting option we can target users who are similar to followers of specific Twitter accounts.Are there any keywords you would like to target?*Services, Products, or Subject to Promote*Alignable ManagementAccount setup and optimization Accept connections with tripwire offer text Request 15 new connections with tripwire offer text Return all recommendations + why you love this business Messages management (delete, reply, forward to email) 1 promotion/week Fully managed posting calendar Monthly Reporting Alignable Page URL* Email address to forward messages to:* Goals & Expectations*Services or Products to Promote*First Tripwire Offer*Alignable Ad Management - RegionalAccount setup Increase visibility to 105 miles Increase monthly connections to 40 Be found with search for 2 keywords Monthly Reporting Alignable Page URL* Goals & Expectations*Connections Preferences*Keyword Focus (max. 2)* Alignable Ad Management - NationalAccount setup Increase visibility to all U.S. and Canada Increase monthly connections to 105 Be found with search for 6 keywords Monthly Reporting Alignable Page URL* Goals & Expectations*Connections Preferences*Keyword Focus (max. 6)* LinkedIn Ad ManagementAccount setup Audience and geo targeting 1 Sponsored Content 1 Sponsored Messaging 1 Text Ad 1 Dynamic Ad Monthly Reporting LinkedIn Business Page URL* Goals & Expectations*Are there any specific states, cities, or zip codes you would like to target or exclude?*Services, Products, or Subject to Promote*LinkedIn ManagementAccount setup and optimization (Profile and Business) Accept connections with tripwire offer text Request 30 new connections with tripwire offer text Messages management (delete, reply, forward to email) 1 post/week Fully managed posting calendar Monthly Reporting LinkedIn Profile Page URL* LinkedIn Business Page URL* Email address to forward messages to:* Goals & Expectations*First Tripwire Offer*Services, Products, or Subject to Promote*AssetsAny images, logos, cover photos, or branding the client would like to use in on their page. Upload AssetsMax. file size: 30 MB.Link to Assets