Company:

________________________________________

Date:

________________________________________

Contact:

________________________________________

Social Media Business Planning Questionnaire

S E C T I O N 1 : C O M PA N Y I N F O R M AT I O N

Marketing Activities Spending Practices:

No. of locations: ___________________________________

Print:

$ ________ per year ______ leads

Primary Markets: ___________________________________

Radio

$ ________ per year ______ leads

Primary Website: ___________________________________

TV:

$ ________ per year ______ leads

Total Employees: _____________

Brochures

$ ________ per year ______ leads

Billboards

$ ________ per year ______ leads

Digital

$ ________ per year ______ leads

Agencies

$ ________ per year ______ leads

Other

$ ________ per year ______ leads

Trade Shows

$ ________ per year ______ leads

Annual Revenues
Current:

_______________

Previous:

_______________

Projected:

_______________

Do you have a targeted cost-per-lead or cost-pe-sale goal? $ _____________

Primary Contact:
Name: ________________________________ Title: _____________________ Email: _________________________________
Preferred Method of contact:

Phone

Email

Key Contacts: Please list the name, title and email addresses of people at your company who should receive reports.
Name: ________________________________ Title: _____________________ Email: _________________________________
Name: ________________________________ Title: _____________________ Email: _________________________________
Name: ________________________________ Title: _____________________ Email: _________________________________
Name: ________________________________ Title: _____________________ Email: _________________________________

SECTION 2: VISION AND OBJECTIVES

Corporate Vision:
________________________________________________________________________________________________________
Primary Area of Growth and Opportunity:
________________________________________________________________________________________________________
Top Two Corporate Objectives:
1: __________________________________________________________________________________________________________________
2: __________________________________________________________________________________________________________________

Top Two General Marketing Objectives:

1: __________________________________________________________________________________________________________________
2: __________________________________________________________________________________________________________________

Top Two Internet Marketing Objectives:

1: __________________________________________________________________________________________________________________
2: __________________________________________________________________________________________________________________

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SECTION 3: SOCIAL MEDIA

Top Social Media Objectives:
1: __________________________________________________________________________________________________________________
2: __________________________________________________________________________________________________________________

Top thought or industry leaders and experts? (Please include associations, individuals, publications, forums, organizations, etc.)
1: __________________________________________________________________________________________________________________
2: __________________________________________________________________________________________________________________
3: __________________________________________________________________________________________________________________
4: __________________________________________________________________________________________________________________
5: __________________________________________________________________________________________________________________

What is your current social media strategy?

____________________________________________________________________________________________________________________
____________________________________________________________________________________________________________________

Do you have company calendars and/or marketing timelines that you can share?

YES

NO

Why are you doing Social Media?

____________________________________________________________________________________________________________________
____________________________________________________________________________________________________________________

Who are the top 4 subject matter experts in your organization?

Name of Subject Matter Experts in Your Company

Interview or Content Provider

Topics

Do you have any social media accounts currently set up?

Social Media Accounts

Yes / No

User Id

Password

n/a

n/a

YouTube
Facebook Fan Page
Twitter
Blog URL: __________________________________

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SECTION 4: MESSAGE AND AUDIENCE

Target Audience?
Primary:

__________________________________________________________________________________________________

Secondary: __________________________________________________________________________________________________
Unique Selling Proposition?
Primary:

__________________________________________________________________________________________________

Secondary: __________________________________________________________________________________________________
What is the message and tone you want to project?
____________________________________________________________________________________________________________
____________________________________________________________________________________________________________
What is the impact of the Internet for your primary audience and industry?
____________________________________________________________________________________________________________
____________________________________________________________________________________________________________
Who are your competitors?
Primary:

__________________________________________________________________________________________________

Secondary: __________________________________________________________________________________________________

S E C T I O N 5 : R E S O U R C E M AT E R I A L
Because Social Media is an extension of what you are already doing well, please share the following pieces with us.
Marketing and/or Media Calendar (print, radio, tv, mail, trade show, etc. Please highlight calendar specific items coming up in
the next 2 to 3 months.)
Customer Insight Data & Info (Demographics; Psychographic; Customer Relationship Management intelligence, etc.)
Company/Sales/Marketing/Operations Presentations, Brochures, etc.
Logo in native vector format. (.eps or .ai format)
Business Plan
Top Social Media Content Ideas
1: __________________________________________________________________________________________________________________
2: __________________________________________________________________________________________________________________
3: __________________________________________________________________________________________________________________
4: __________________________________________________________________________________________________________________
5: __________________________________________________________________________________________________________________

SECTION 6: IT
FTP Address:

______________________________________

Username:

______________________________________

Password:

______________________________________

Protocol Type:

______________________________________

Data Connection Type:

______________________________________

Google Analytics Username:

______________________________________

Password: ___________________________

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