Social Media and Website Assessment

Website and Social Media Assessment
Intake Form

Please complete the form below to begin your personalized website and social media review. Once completed, I will email you the results within five business days.

Website and Social Media Assessment

I will review your website's home page, about page, and social media accounts. Once you’ve completed the form, I will assess what’s working well and provide actionable recommendations to help strengthen your online presence. Clients who have had this audit done have found it to be incredibly helpful and comprehensive.

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Name*

First Last

Website

Best email address to contact you*

Briefly describe your business, including the services or programs you offer:*

Business Overview:

Who is your ideal client? Please share their basic demographics (age, location, income, gender, etc.).*

Target Audience / Ideal Client:

Assessment of your ideal client: What does the customer want?*

Target Audience / Ideal Client:

Assessment of your ideal client: What problems do they struggle with most? What keeps them up at night? (Fears, worries)*

Target Audience / Ideal Client:

Assessment of your ideal client: What are the results they are looking for?*

Target Audience / Ideal Client:

Do you have an opt-in landing page with a freebie that you can use to grow your email list on social media? Please share the URL link to the landing page.*

Email List & Lead Generation:

What is your primary marketing goal right now? (Choose one) We know the end results is to get more clients*

Marketing Objective:

Grow my social media following

Grow my email list

What strategies are you implementing to build familiarity, establish authority, and gain the trust of your target audience? (e.g., newsletter, blog, social media posts, in-person events, etc.)*

Trust-Building & Engagement:

What are your ideal clients passionate about? What are their hobbies, interests, or values?*

Audience Passions:

What do you want your business and brand to be known for?*

Business & Brand Vision:

What does success look like for your clients after working with you? How do they envision their health, life, or business improving?*

Outcome & Vision:

Please provide the URLs to your Social Media accounts (Facebook, Instagram, LinkedIn, YouTube, TicTok): If you are not active on social media, list any notable contributions. (Podcast, TEDx talk, or published articles, etc.)*

Website and Social Media Assessment Intake Form

Website and Social Media Assessment

Website and Social Media Assessment
Intake Form