Social Media Management Intake Form

"*" indicates required fields

Agency Details

Agency Name*

Account Manager Name*

FirstLast

Account Manager Email*

Client Details

Business Name*

Business Website*

Organic Services

Facebook

Instagram

Twitter

Alignable

Add-On: Boost All Posts?

Yes

Boost Budget (Per Post)

Boost Audience Notes

Paid Services

Facebook/Instagram

Twitter

Alignable - Regional

Alignable - National

Facebook Management

Organic
Account setup and optimization
1 post/week
Fully managed posting calendar
Monthly Reporting

Facebook 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 Management

Account 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

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 Management

Account 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 Management

Account 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 Management

Account 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 Management

Account 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 - Regional

Account 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 - National

Account 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 Management

Account 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 Management

Account 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*

Assets

Any images, logos, cover photos, or branding the client would like to use in on their page.

Upload Assets

Max. file size: 30 MB.

Link to Assets

Social Media Management Intake Form

Agency Details

Client Details

Facebook Management

Facebook/Instagram Ads Management

Instagram Management

Twitter Management

Twitter Ad Management

Alignable Management

Alignable Ad Management - Regional

Alignable Ad Management - National

LinkedIn Ad Management

LinkedIn Management

Assets

Questions?