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SOCIAL MEDIA MANAGEMENT 

PROJECT BRIEF FORM 

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BASIC INFORMATION

CLIENT NAME
CLIENT COMPANY
EMAIL ADDRESS
PHONE NUMBER
INDUSTRY
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BUSINESS & SOCIAL MEDIA GOALS

WHAT ARE YOUR PRIMARY OBJECTIVES FOR SOCIAL MEDIA MANAGEMENT?
(Select multiple if needed.)
Increase brand awareness
Improve audience engagement
Drive website traffic & conversions
Grow social media followers
Enhance content quality & consistency
Improve ad performance & ROI
DO YOU CURRENTLY HAVE AN ACTIVE SOCIAL MEDIA PRESENCE?
Yes
No
LIST PLATFORMS
WHAT SOCIAL MEDIA PLATFORMS ARE MOST IMPORTANT TO YOUR BUSINESS?
(Facebook, Instagram, LinkedIn, Twitter, TikTok, etc.)
ARE YOU INTERESTED IN AI-DRIVEN AUTOMATION FOR SOCIAL MEDIA MANAGEMENT?
Yes
No
SPECIFY NEEDS
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CONTENT & ENGAGEMENT STRATEGY

DO YOU NEED CONTENT CREATION SERVICES?
Yes
No
SPECIFY TYPES: GRAPHICS, VIDEOS, REELS, CAROUSELS, ETC
DO YOU REQUIRE COMMUNITY ENGAGEMENT MANAGEMENT?
Yes
No
SPECIFY NEEDS LIKE COMMENT MODERATION, REAL-TIME RESPONSES, CHATBOT AUTOMATION
DO YOU WANT ASSISTANCE WITH INFLUENCER MARKETING OR BRAND PARTNERSHIPS?
Yes
No
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ADVERTISING & PERFORMANCE OPTIMIZATION

ARE YOU CURRENTLY RUNNING PAID SOCIAL MEDIA ADS?
Yes
No
SPECIFY PLATFORMS & BUDGET RANGE
DO YOU NEED A/B TESTING FOR AD CAMPAIGNS?
Yes
No
SPECIFY OBJECTIVES
DO YOU REQUIRE PERFORMANCE TRACKING & ANALYTICS?
Yes
No
SPECIFY PREFERRED KPIS: ENGAGEMENT, CONVERSIONS, AD SPEND EFFICIENCY, ETC.
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EXPECTED TIMELINE & BUDGET

WHAT IS YOUR EXPECTED TIMELINE FOR IMPLEMENTING SOCIAL MEDIA MANAGEMENT?
(1-3 months, 3-6 months, flexible.)
DO YOU HAVE A BUDGET RANGE IN MIND?
Yes
No
SPECIFY AN APPROXIMATE RANGE
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ADDITIONAL NOTES

ANY EXTRA DETAILS OR SPECIFIC REQUIREMENTS FOR SOCIAL MEDIA STRATEGY.