Intake Form - Easefy

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EASEFY · BUSINESS MADE EASIER

SOCIAL MEDIA MANAGEMENT INTAKE FORM

Let’s Build a Social Presence That Works for Your Business.

Thank you for choosing Easefy! This form helps us understand your business, audience, brand, content preferences, and social media goals so we can create a strategy and content approach tailored to your business.

Please provide as much detail as possible. The more we know, the better we can represent your brand online.

Estimated completion time: 10–15 minutes

Client Information

Full name

Business email

Business name

Business industry / niche

Website URL

What Products or Services Should We Prioritize?

Tell us about your business

Social Media Account Detail and Login

Please provide the profile links for the social media accounts included in your service package. Leave fields blank if they don't apply.

Instagram Profile URL and Login

Facebook Page URL and Login

TikTok Profile URL and Login

LinkedIn Page URL and Login

Other Social Media Platforms

Business Goals & Target Audience

What Are Your Main Social Media Goals?

Increase brand awareness Grow followers and engagement Generate leads or inquiries Increase sales or bookings Build brand credibility Post consistently Save time managing social media Drive website traffic Launch a product or service Build a stronger online presence Other

Which Goal Is Your Highest Priority?

Increase brand awareness Grow followers and engagement Generate leads or inquiries Increase sales or bookings Build brand credibility Improve posting consistency Save time Drive website traffic Launch a product or service Other

Who Is Your Ideal Target Audience?

What Problems Does Your Business Solve for Your Customers?

What Makes Your Business Different From Competitors?

Who Are Your Main Competitors?

What Challenges Are You Currently Experiencing With Social Media?

What Would Success Look Like for Your Business in the Next 3–6 Months?

Content Direction

What Types of Content Would You Like Us to Create?

Educational content Promotional content Reels / short-form videos Carousels Static graphics Behind-the-scenes content Testimonials and reviews Product / service showcases Tips and tutorials Storytelling FAQs Memes / relatable content User-generated content Other

What Types of Content Have Worked Well for You in the Past?

Is There Any Content You Do Not Want Us to Create?

How Comfortable Are You or Your Team Appearing on Camera?

Very comfortable Comfortable with guidance Prefer voice-over Prefer product / hands-only content Prefer not to appear on camera Not applicable

What Content Resources Can You Provide?

Very comfortable Comfortable with guidance Prefer voice-over Prefer product / hands-only content Prefer not to appear on camera Not applicable

What Content Resources Can You Provide?

Product photos Professional photography Raw video footage Team / behind-the-scenes footage Customer testimonials User-generated content Existing graphics Stock imagery Other None currently available

Do You Have Any Upcoming Promotions, Launches, or Events?

Brand & Creative Direction

How Would You Describe Your Brand Personality?

Professional Friendly and approachable Fun and playful Educational Premium and elegant Bold and confident Minimal and modern Inspirational Casual and conversational Other

How Should Your Brand Sound Online?

Are There Any Words, Phrases, or Topics We Should Avoid?

Which Accounts or Brands Inspire You?

Upload Your Brand Guidelines

Share Your Brand Assets & Content Folder

Account Access & Management

Have You Granted Easefy Access to Your Social Media Accounts?

Yes, access has been provided Not yet, I need to provide access I need assistance setting up access Not applicable

Which Accounts Require Access Setup?

Instagram / Meta Business Suite Facebook Page TikTok Business Center LinkedIn Page Pinterest Business YouTube Channel Other

Additional Account Access Notes

How Would You Like Us to Handle Comments & Community Engagement?

Reply to comments Reply to direct messages Respond to basic inquiries Direct leads to the website or booking link Engage with relevant accounts Escalate sales inquiries to me or my team Other No community management required

Are There Any Messages or Topics We Should Not Respond to?

Content Goals & Approval

What Action Should Your Audience Take After Seeing Your Content?

Visit the website Send a direct message Book an appointment Make a purchase Request a quote Call the business Sign up Visit a physical location Other

Who Will Approve Your Social Media Content?

How Would You Like Content Approvals Handled?

Approve the monthly content calendar Approve individual posts Approve graphics and videos only Follow the approval process agreed upon in our service agreement Other

Is There Anyone Else Involved in the Approval Process?

Additional Information

Are There Any Industry, Legal, or Brand Guidelines We Need to Follow?

Is There Anything Else You'd Like Us to Know?

Final Confirmation

I confirm that the information provided is accurate and that I have permission to share the submitted business information, content, and brand assets with Easefy for the purpose of providing the agreed social media services.

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