A social media questionnaire covers goals, audience, brand constraints, assets, and who handles comments so content can be planned and approved.
Posting needs to stay steady, but the hard part is getting clear answers without a week of back and forth, then finding out later that a topic was off-limits or nobody knows who should reply to complaints. The Social Media Questionnaire collects the basics up front, so the work starts with a goal, an audience, and the boundaries that keep a brand out of trouble.
The form opens with a short intro, then moves through contact details and a ready-by date before asking for the account brief. The rest of the questions pin down the primary goal, who the content is for, any always-include lines, topics to avoid, and how images and assets will be supplied, with a final check on who to contact when comments get messy. The layout uses cobalt and storefront green with Lora headings over Roboto body text, so the questions read like a plan rather than a chat thread.
- Social Media Questionnaire An opening note that asks for the goal, audience, constraints, and assets, and explains what happens next with the answers.
- Contact details Name and email fields, plus an optional ready-by date for when the social media content needs to be prepared.
- Account brief A short written prompt for the context you need to start social media management.
- Content direction Questions covering the primary goal, target audience, must-include messages or legal lines, and anything to avoid.
- Assets and escalation A multiple-choice question on how assets will be supplied, plus a field naming who to contact about comments or complaints.
Once the form is in your workspace, you send it, the client fills it in, and the responses land back in one place with the required fields enforced, leaving you to plan the first 30 days from what they actually approved.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a social media questionnaire
| Part | What it covers |
|---|
Social Media Questionnaire | The opening note frames what the form collects and what you’ll do with the answers, so expectations are set before the questions start. |
Your name | A required name field so responses stay tied to the right contact. |
Email address | A required email field so follow-ups and approvals go to the right place. |
Date the social media content must be ready | An optional date field for timing the first batch of content planning and review. |
Account brief | A short written prompt for the background details you need to begin the work. |
Primary goal for social media | A required text answer that defines what the posting is trying to achieve. |
Who is this content for? | A required long answer that clarifies the audience the content should speak to. |
Any messages, offers or legal lines to always include? | An optional long answer for recurring lines that need to appear in posts and captions. |
Topics, words or images to avoid | An optional long answer that spells out boundaries before anything gets drafted. |
How will you supply images and assets? | A required multiple-choice question that sets the source of photos and creative assets. |
Who should I contact about comments or complaints? | A required field that names the person to escalate to when community management gets sensitive. |
Who it is for
Social media managers, content creators, and agencies onboarding a new account and collecting the details needed for a first content calendar.
The form in full
Social Media Questionnaire
Tell me the goal, audience, constraints and assets for the social media work you booked. After you send this I will use your answers to build the first 30-day content plan.
- Your name (required)
- Email address (required)
- Date the social media content must be ready
Account brief
Short details I need to start social media management.
- Primary goal for social media (required)
- Who is this content for? (required)
- Any messages, offers or legal lines to always include?
- Topics, words or images to avoid
- How will you supply images and assets? (required)
- I will send new photos weekly
- I will send a folder of assets monthly
- I expect you to create content from what I give
- I need you to arrange shoots or buy stock
- Who should I contact about comments or complaints? (required)
