What is your company’s mission statement?
What does your business/product do? What’s the benefit of
your product?
Provide us with up to five adjectives that best describe your
business.
How do you solve your customers’ problems?
Who are your biggest competitors and why are you better than
them?
How would you describe your brand to a friend?
Getting to the heart of your purpose
17. What’s your brand vision?
3. What is your product or service?
4. What is the unique value proposition?
15. What makes your brand different from others?
Describe your Target audience. Who they are?
16. Why do people choose you over your competitors?
18. What’s your buyer persona? Is it documented?
If Yes, then fill in following details
Goals/Motivations
Buyer XYZ
Primary/secondary
goals? Personal vs
professional goals?
Top metrics they
track? Motivations?
Background
What can we do?
Job? -----------------------------...to help our
Career path? -------- persona achieve
------------------------ their goals? ...to
help our persona
Family?
overcome their
challenges?
Lifestyle?
Spending habits?
Demographics
Age?
Income?
Location ?
Challenges
What does this
person struggle
with in relation to
meeting goals?
What serves as a
roadblock for this
person’s success?
Gender Identity ?
Technology/Social
Media
Device
preferences? Social
media platforms?
Tech savvy?
Your text here
17. What’s your brand vision?
4. What is the unique value proposition?
16. Who are you competitors?
17. What do they do better or worse than you?
20. Do you have branding guidelines?
21. Do you have content guidelines?
1. What is your brand’s purpose on social media?
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2. What do you hope to achieve using social media? How will you know
you’ve succeeded?
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3. How does social media fit into your growth plan?
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👥 Who are your audience & where they hang out?
4. Describe your target audience. Who are they?
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5. What social platforms do they use?
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6. How does your brand engage them?
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💡 What is your brand all about?
7. Describe your brand voice.
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8. What is the main message your brand is trying to communicate?
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9. What makes your brand different from others?
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📅 What type of content fills your calendar?
10. What resources do you have available for content creation?
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11. What is your workflow process for content from inception to
publication?
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12. How often do you want to publish new content to your profiles?
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📍 What social profiles are you maintaining?
13. What profiles do you have and on which networks?
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14. Are you looking to expand onto new networks?
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15. Do you want to provide customer service on social media? If so, on
which platform and from which profile?
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📊 Getting into the tech and analysis
16. How do you intend to measure return on investment (ROI)?
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17. How does social media fit into your sales funnel or buyer’s journey?
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18. What is working for you (and not working) right now? And what have
you tried in the past?
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🚀 What are your expectations?
19. What do you expect from us as your account manager?
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20. What reports do you want to see and how often?
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21. Who is the person we should contact?
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Goals/Metrics/Motivations
Challenges
Primary/secondary goals?
Personal vs professional goals?
Top metrics they track?
Motivations?
What does this person struggle
with in relation to meeting
goals? What serves as a
roadblock for this person’s
success?
Your text here...
Buyer XYZ
Background
Job? ------------------------------Career path? ------------------------------Family?
Your text here...
What can we do?
Lifestyle?
Spending habits?
Your text here
Demographics
Age?
Income?
Location ?
Gender Identity ?
Technology/Social Media
Device preferences? Social
media platforms? Tech savvy?
Your text here
...to help our persona achieve
their goals? ...to help our
persona overcome their
challenges?
Your text here...