Social Media Strategy — Client Intake | JD&
Social Media Strategy — Client Intake
Let's find your angle.
No marketing jargon, no trick questions. Tell me about your business in your own words — and I'll turn it into a social media strategy that actually sounds like you.
20 questions ~15 minutes No right or wrong answers
0% complete
1
Your business
Question 1 of 20
Your name, business name + best email*
Just the basics so we can put a name to everything.
Your name
Business name
Email
Question 2 of 20
In one or two sentences — what does your business do?*
Pretend you're explaining it to someone at school pickup. No industry terms needed — keep it simple.
Question 3 of 20
How long have you been in business?*
Question 4 of 20
If your business was a person at a party — how would you describe them?
This sounds strange but it works. Pick as many as feel right.
Question 5 of 20
If someone was talking about your business when you weren't in the room — what 3 words would you want them to use?*
Don't overthink it. What would make you really proud to overhear?
Question 6 of 20
What makes you different from others who do what you do?
Don't be modest here — this is important. What do you do better, differently, or more personally? If you're not sure, think about what customers compliment you on most.
2
Your customers
Question 7 of 20
Picture your absolute favourite customer — the one you'd clone if you could. Describe them.*
How old are they? Where do they live? What do they care about? What do they do on weekends? What keeps them up at night? The more specific the better — even if it feels like you're making it up.
Question 8 of 20
What problem does your business solve for them — and what does life look like after they've worked with you?
Before and after. Think about what they were frustrated with, and what changes once you've helped them.
Question 9 of 20
Who are your customers NOT? Is there anyone you don't want to attract?
This helps make sure your social media doesn't accidentally bring in the wrong people — or push away the right ones.
3
Tone + content direction
Question 10 of 20
When you scroll through Instagram or Facebook — what content actually makes you stop and look?*
Tick everything that resonates. This tells me the direction your own content should take.
Question 11 of 20
How do you want your captions and posts to sound?*
Think about how you naturally speak to your favourite customers in real life — then pick the closest option.
Question 12 of 20
Is there a brand or account on social media whose vibe you love?
Could be a competitor, a completely different industry, or just a brand you really like. Tell me what you love about them — or paste their handle. The more examples the better.
Question 13 of 20
Is there anything your competitors do on social media that makes you cringe?
What feels off-brand or off-putting in your industry? This helps me know what to avoid.
4
Look + feel
Question 14 of 20
When you imagine your ideal Instagram feed — what does it feel like?*
Pick the one that feels most like where you want to go — even if you're not there yet.
Question 15 of 20
Do you have an existing brand — logo, colours, fonts?*
5
Comfort + boundaries
Question 16 of 20
How comfortable are you with showing the people behind the business on social media?*
There's no wrong answer — some businesses do brilliantly without any faces. But it helps to know this upfront.
Keep me off cameraHappy to show up everywhere
Question 17 of 20
Trends, memes, viral sounds on Reels — how do you feel about jumping on them?*
Question 18 of 20
Is there anything completely off limits for your social media?
Politics? Competitors? Certain topics? Anything personal? Tell me now so we never go near it.
6
Platforms + goals
Question 19 of 20
Which platforms are you on (or want to be on)?*
Paste your current handles here (if you have them)
Question 20 of 20
What does success on social media actually look like for your business?*
Pick your top goals — these will shape the whole strategy.
Anything else you want to add — a goal, a concern, or something you just want me to know?
Once submitted, the team will review your answers and get started on your social media strategy document.
Expect to hear back within 2–3 business days.
✓
That's everything — you're all done.
Your answers are with JD&. She'll review everything and build your social media strategy document from scratch — based entirely on what you've just told me.

You'll hear back within 2–3 business days. Exciting things ahead.