Name
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First Name
Last Name
Email
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Phone
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Company Name
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CONTENT & GOALS
What are your primary goals for social media?
What tone and style do you want to convey in your video content?
What aspects of your business or listings make you stand out in the Lake Country real estate market?
TARGET AUDIENCE
Who is your ideal client or audience?
Do you currently engage with relocation buyers, and if so, how do you market to them?
CURRENT STRATEGY & RESOURCES
What’s your current social media presence like?
Which social media platforms do you use most?
What has worked or failed in the past?
Do you already create video content? If yes, what tools or strategies have you been using? If no, what’s been the main challenge?
Do you have a library of assets available?
Who on your team will be involved in content creation? Are they comfortable being on camera, or do you need alternative approaches?
ENGAGEMENT & METRICS
How do you measure success on social media?
(Followers, engagement rate, leads, website clicks, inquiries, etc.)
Are you tracking conversions from social media platforms to actual leads or sales?
YES
NO
Do you currently monitor your competitors? If yes, who are they, and what do you admire about their strategy?
BUDGET & EXPECTATIONS
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How much time and budget are you willing to allocate for social media management? (Does this include paid promotion or strictly organic content?)
What’s your preferred level of involvement?(Would you like to approve each post or have a hands-off approach?
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