Social Media Discovery Form

What are the 1–3 most important things happening within your business this quarter?

Is there anything you would specifically like social media to help accomplish this quarter?

Is there a particular audience you would like us to focus on this quarter?

Are there specific products, services, capabilities, or areas of the business you would like us to feature more prominently this quarter?

Is there anything your company does particularly well that customers/clients may not fully understand or know about?

Are there common customer questions, misconceptions, or problems that would make good educational content?

Are there specific industries, customer types, or applications you would like us to showcase?

Are there any promotions, special offers, seasonal campaigns, incentives, launches, or deadlines happening this quarter? For each, please include: the offer or promotion, start/end dates, important details or restrictions, desired call to action, and relevant website/landing page if applicable.

Are there any company milestones, anniversaries, awards, certifications, expansions, new equipment, completed projects, partnerships, or achievements we should highlight?

Has anything changed within the company since last quarter that your audience should know about?

Are there any recent wins, results, statistics, or accomplishments we can share? Numbers and specifics are especially helpful when available.

Are there employees or team members you would like us to recognize this quarter?

Is there anything happening internally that would help show your company culture? Examples: team events, community involvement, training, behind-the-scenes moments, company traditions, volunteer work, employee celebrations, etc.

Are you actively hiring for any positions this quarter? If yes, please provide the positions and the appropriate application/careers link.

Are there upcoming events, conferences, trade shows, webinars, community events, open houses, sponsorships, or other dates we should incorporate?
For each, please provide the event name, date, location, your company's involvement, and website/registration link if applicable.

Are there any holidays, industry observances, awareness days, or seasonal moments that are particularly relevant to your business or audience?

What has your team been working on recently that would be interesting to show customers/clients?

Are there customer/client success stories, testimonials, projects, or case studies we can feature?

What do you wish more potential customers/clients understood about your company before contacting you?

Are there topics you feel your competitors talk about that your company should have a stronger voice around?

Is there anything you would like to see more of visually this quarter?

Is there anything from your recent social content that you particularly liked and would like us to build upon?

Is there anything from recent content you would like us to move away from or avoid repeating?

Have you seen any social content, campaigns, photography, graphics, or competitors recently that you liked? Please share links/screenshots or upload examples to your Client Shared Folder.

Where would you most like us to direct people this quarter? Please provide any relevant links, such as: main website, contact page, specific service/product pages, careers page, request-a-quote page, event registration, landing pages, phone number, or email address.

What action would you most like someone to take after seeing your social content? Examples: contact us, request a quote, learn more, schedule a consultation, apply, call, visit the website, register, comment, etc.

Did we miss anything? Let us know if there are any other details you'd like to mention.