SMM Discovery Questionnaire Template
About
Stop wasting time on unqualified leads. This Discovery Questionnaire Template is designed for social media managers who want to work with aligned, high-value clients.
More than just a client intake form, this strategic questionnaire helps you:
- Get clear on your potential client’s brand, goals, and values
- Quickly spot red flags before booking a call
- Focus your energy on people who are ready to invest in your services
What’s Inside:
- Editable, ready-to-use questionnaire (US Letter size)
- Brand foundation questions to understand their mission and audience
- Current content questions to gauge strengths and challenges
- Growth goals section to define success and expectations
- Alignment check to reveal budget, timeline, and value fit
- Final notes for deeper brand insights
Why You’ll Love It:
- Saves time by qualifying leads before a discovery call
- Positions you as strategic and intentional
- Sets clear expectations early in the process
- Easy to customize in Canva
Perfect For:
- Social media managers
- Digital marketing agencies
- Virtual assistants offering social media services
- Creative business owners managing client intake
Reviews
No reviews yet
Comments
FAQs
- How do I contact support?
For questions about this product, message the Shop Owner via their shop profile. For all other questions, like licensing or billing, visit our Help Center.
- How can I unzip product files?
PC: To extract a single file or folder, double-click the compressed folder to open it. Then, drag the file or folder from the compressed folder to a new location. To extract the entire contents of the compressed folder, right-click the folder, click Extract All, and then follow the instructions.
Mac: Double click the .zip file, then search for the product folder or product file.
If you continue to have trouble, check out this help article for more tips.
Similar Templates & Themes
-
$15 $10.50