SMM Onboarding

SMM Onboarding

Please fill out the onboarding to the best if your ability, this is where our project starts. We take things a little more seriously here at RDM, we just joined your team. Let’s get off on the right foot and gather quality information to start. Our onboarding form is used at several stages of our campaign and builds a foundation for our campaign. This document is more important than you may know right now, lets dig in deep and get an edge on your competitors. It only takes 15 – 30 minutes for the average business owner. If you are an existing client and the confirmation in any section is already provided, it is ok to leave it out. 

Thanks for taking the time, it only has to be done once. 

Social Media Marketing Onboarding

  • Section 1: Business Details

  • Point of Contact for Routine Decisions (RDM):

  • Section 2: Lead Handling

  • Section 3: Marketing Goals

  • Specific Demographics/Target Audience:

  • Section 4: Content Guidelines

  • Do you have any current offers or promotions? This matters, as it can be used as a sales hook (some people love a discount)
  • Tone and Style of Communication:

  • Section 5: Branding Guidelines

    Note: If we already have your branding, we work with in another capacity, skip this section
  • Section 6: Video Content

  • Voiceover Requirements:

  • Section 9: Competitor Analysis

  • Additional Info

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