Business / Brand Name
*
Contact Person Name & Role
*
Contact Email ID
*
Contact Phone / WhatsApp
*
Website URL
Business Address
(for local SEO / Ads targeting)
Industry / Niche
(e.g., Fashion, Real Estate, IT Services)
Business Overview
(2–3 lines about company, products/services)
Unique Selling Points
(What makes your business different?)
Target Audience
(Age, Gender, Location, Interests)
Top 3 Competitors
(Website or brand names)
Short-Term Business Goals
(3–6 months)
Long-Term Business Goals
(1+ year)
Services Opted
*
SEO
SMM
Ads
Do you currently run any SEO activity?
(Yes/No)
Yes
No
Keywords or phrases you want to rank for
Primary products/services to highlight on website
Top priority pages
(e.g., Home, Service A, Product B)
Any past SEO agency/work done?
(Yes/No + details)
Yes
No
Details
Do you have a blog section?
(Yes/No)
Yes
No
Approximate number of monthly website visitors
(if known)
Do you track traffic via Google Analytics?
(Yes/No + Access details)
Yes
No
Access details
Do you have Google Search Console setup?
(Yes/No + Access details)
Yes
No
Access details
Do you have brand guidelines for content?
(tone, style, keywords to avoid)
Geographic focus
Local / National / International
Local
National
International
Which platforms do you currently use?
(Instagram, Facebook, LinkedIn, Twitter, YouTube, Pinterest, etc.)
Provide links to your active profiles
Who manages your accounts currently?
(Internal/Agency/None)
Brand voice & style preference
(Formal / Friendly / Quirky / Luxury etc.)
Types of content you prefer
(Reels, Stories, Static Posts, Carousels, Blogs, Memes, etc.)
Posting frequency preference
(Daily / 3–4 times a week / Weekly)
Daily
3-4 times a week
Weekly
Content sources
(Do you provide images/videos or should we create?)
Any strict brand guidelines?
(Logo usage, fonts, colors)
Previous engagement results
(average likes, comments, reach)
Do you run any paid promotions on social media?
(Yes/No)
Yes
No
Short-term goal
(Followers / Engagement / Leads / Sales)
Followers
Engagement
Leads
Sales
Long-term goal
(Brand Awareness / Community Building / Customer Support)
Brand Awareness
Community Building
Customer Support
Have you run Ads before?
(Yes/No)
Yes
No
Platforms you are interested in
(Google Search, Display, Shopping, Meta – Facebook/Instagram, LinkedIn Ads, etc.)
Monthly Ad Budget (₹ or $) you are comfortable with
Main Ad Goal
(Sales / Leads / Brand Awareness / App Installs)
Sales
Leads
Brand Awareness
App Installs
Key products/services to promote
Primary customer locations
(Cities, States, Countries)
Age/Gender/Interest targeting preferences (if any)
Do you already have ad creatives (images, videos)?
(Yes/No)
Yes
No
Landing pages / website links to be used for Ads
Do you have Pixel/Tracking set up?
(Meta Pixel, Google Tag Manager, Conversion API)
Do you want remarketing campaigns?
(Yes/No)
Yes
No
Any competitor ads you like or want to beat?
(Examples/links)
Google Analytics Email Access
Google Search Console Access
Website CMS Access (WordPress/Shopify/Custom)
Social Media Account Access (Admin role on Meta Business Manager, LinkedIn Page, etc.)
Google Ads Account ID
Meta Ads Manager Business ID
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