Client brief template for social media

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • Which networks?Several choicesInstagramFacebookLinkedInTikTokXPinterestYouTube
   • How many posts a week?One choice1 to 23 to 45 or moreAdvise me
   • Links to your current accountsLong answer, optional

2. 2.The details

   • What should be handled?Several choicesVisualsCopywritingSchedulingReplying to comments and messagesMonthly reportAds
   • Who provides photos and videos?One choice, optionalMeThey need creatingStock imagesA mix
   • Who are you talking to?Long answer
   • For how long?One choice, optionalA one-month trial3 months6 months or moreNo commitment

3. 3.Budget and timing

   • What monthly budget have you set aside?Budget rangeUnder $400 / month$400 – $1,000 / month$1,000 – $2,000 / month$2,000 – $4,000 / monthOver $4,000 / monthNot sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any accounts that inspire you?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • Which networks?Several choicesInstagramFacebookLinkedInTikTokXPinterestYouTube
   • Over what period?One choice1 month3 months6 months1 year
   • Who are you talking to?Long answer

2. 2.The details

   • Any key dates to include?Long answer, optional
   • How detailed?One choiceTopics and datesTopics and copyTopics, copy and visuals
   • In which tool?Short answer, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $300$300 – $700$700 – $1,500$1,500 – $3,000Over $3,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • What content?Several choicesStatic visualsCarouselsShort videosStoriesPhotos
   • How many in total?Short answer
   • Which networks?Several choices, optionalInstagramFacebookLinkedInTikTokXPinterestYouTube

2. 2.The details

   • Do you have brand guidelines?One choice, optionalYesJust a logoNo
   • Is a photo or video shoot needed?Yes or no, optional
   • Should captions be written too?Yes or no, optional

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $300$300 – $800$800 – $1,500$1,500 – $3,000Over $3,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any examples you like?Long answer, optional
   • Anything else we should know?Long answer, optional

Before these steps, the client gives their name and email.

1. 1.Your project

   • What is the main goal of this project?Long answer
   • Who are you talking to?Long answer
   • Which networks are you on today?Several choices, optionalInstagramFacebookLinkedInTikTokXPinterestYouTubeNone
   • What results today?Long answer, optional

2. 2.The details

   • What would you like to receive?Several choicesAccount auditWritten strategyEditorial guidelinesSample calendarTeam workshop
   • Who will carry out the strategy?One choice, optionalMeSomeone in-houseYou, afterwardsTo be decided

3. 3.Budget and timing

   • What budget have you set aside?Budget rangeUnder $500$500 – $1,200$1,200 – $2,500$2,500 – $5,000Over $5,000Not sure yet
   • When do you need it?One choiceAs soon as possibleWithin a monthIn 2 to 3 monthsNo fixed dateBy a specific date
   • Which date?Date
   • Who signs off on the project on your side?One choiceJust meMe and a partner or a teamSomeone else signs off

4. 4.Last details

   • Any competitors or accounts you look up to?Long answer, optional
   • Anything else we should know?Long answer, optional