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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