Social Media Consultation Form Template
The first call with a prospective social media client decides everything — and most agencies spend it collecting facts a form could have gathered. What do you sell? Who buys it? Which platforms are you on? By the time the answers arrive, the call is over and nobody has discussed strategy. This form moves the fact-finding upstream: the prospect completes it between inquiry and meeting, and your strategist walks in already knowing the business. The call becomes positioning, ideas, and chemistry — the things that actually close retainers.
What the Prospect Answers Before You Meet
Ten questions, five minutes, and the discovery meeting starts at altitude:
- The business in their words. What they sell, who buys it, and what a customer is worth — context that shapes every recommendation afterward.
- Goals, ranked. Awareness, community, leads, or sales — asked as a single-select so there’s a priority, not a wish list. Follow with what success looks like in ninety days, captured as open text.
- The audience they think they have — versus the one the data will show. Age, geography, and where their customers actually spend time.
- Current channel inventory. Existing accounts and profiles collected as website links, plus a quick multiple-choice on where they’re active versus abandoned. A dormant TikTok and a thriving LinkedIn are two different pitches.
- What’s been tried. Past agencies, campaigns that worked, campaigns that burned money. This answer alone saves a quarter of missteps.
The Aesthetic Alignment Question
The costliest client relationships die in revision cycles — three rounds of drafts because nobody defined vibrant the same way. One picture-choice question fixes it: show six feed styles — minimal, editorial, bold and colorful, warm and personal, dark and premium, playful — and ask which feels like their brand. Thirty seconds of clicking replaces weeks of misaligned moodboards, and it signals to the prospect that you work visually, not vaguely.
Reading Fit Before the Call
The form qualifies in both directions. A prospect who answers thoughtfully and defines success concretely is a prospect worth the meeting; one-word answers and more followers, I guess forecast the engagement to come. Review submissions in your response records before accepting the call, and route new submissions straight to the strategist who’d run it with instant notifications.
The Handoff to the Meeting
Send the form link in the same email that offers booking slots, with a clear deadline: two minutes of context makes our call twice as useful. Most complete it — and completion is itself a commitment signal. On the call, reference their own words back to them in your notes and opener; nothing builds trust faster than a meeting that starts with you said your best month came from that reel series.
For more client-acquisition formats, browse the marketing form templates, the broader marketing collection, or the customer engagement use case.
Frequently Asked Questions
Should this form come before the discovery call — or instead of it?
Before, never instead. The form gathers facts; the call evaluates judgment, chemistry, and whether the agency’s approach fits the problem. Removing the call to save time trades your best closing tool for a saved half hour. Agencies that send the form report their discovery calls get shorter and more strategic — the balance shifts from interrogation to recommendation.
How long should the intake be?
About ten questions, five minutes. Past that, completion drops precisely among the busy prospects you most want. If a topic needs more depth — competitor analysis, brand guidelines, content libraries — collect it in onboarding after the relationship exists, not as a toll booth before the first meeting.
What if a prospect submits the form but never books a call?
That’s a warm lead with answers attached — follow up once, personally, referencing their stated goal. If they stay quiet, keep them in your nurture list with their submission intact; when they re-engage in six months, the context is already on file. An incomplete form is saved as a partial response too, so even abandoned attempts leave behind their answers.
Can one form serve both retainer prospects and one-off projects?
Yes, if the core questions stay service-agnostic. Business context, goals, audience, and aesthetic apply to a launch campaign and a twelve-month retainer alike. Add one question about what kind of engagement they’re imagining, and let scope and pricing live in your proposal — this form’s job is strategic context, not contracting.