Social Media Review Please take your time while filling out the form below. The more thorough the answers the better evaluation we can provide you and your practice. Step 1 of 8 12% Name* First Last Phone*Email* Do you currently have a practice?*YesNoNot yet, but I'm interested!Name Of Practice* Business DiscoveryBefore we can consult with you on your social media profiles we need to first understand a bit about your business. Do you have a website?*YesNoIf you have a website, what is the URL?*ex. www.eliteamg.comDo you have a mission statement?*YesNoMission Statement*The mission statement is designed to identify what your company’s message is to you and your staff. Ask yourself: “What is the Company’s Mission?”"Elevator" or "Cart to Tee" StatementThis section is the statement you utilize when you introduce yourself. My company does ‐ what? I do ‐ what? Short and brief to get someone to ask questions about this statement; this allows you to go into more detail after they ask the question. (Should be one sentence)Detailed Description Of Your Business StatementThis section is designed to encompass all of the above, as it is called the “19th hole” statement. This is a more detailed conversation of what you do, how you do it and how you have helped many other people doing what you do.What do you or what does your business focus on?* Business Finance Consulting Business/Succession Planning Tax Planning Pre-retirement Financial Planning Income Planning Budgeting Debt Consolidation Estate Planning Risk Tolerance Estate Optimization Other General Social Media InformationThese questions will help us determine your past history and experience utilizing social media.What social networks do you currently use for your practice?* Facebook Linked In Twitter Instagram Other None Please provide your Facebook Business Page URL*Please provide your Linked In Business Page URL*Please provide your Twitter Business Page URL*Please provide your Instagram Business Page URL*Please provide any other Social Media URLs you would like us to review*If you could only choose one, what do you believe your primary purpose on social media should be?*Create Brand AuthorityTo Engage and NetworkTo Increase Long Term Business RevenueNot SureHave you done any social media or digital advertising before?*YesNoWhat was your experience with that advertising? Are you still doing it? If not, then why?Have you had any success stories with social media?Do you have a tracking pixel installed on your site.*Platforms such as Facebook and Linked in offer tracking pixels to install on your website for optimizing advertising efforts. YesNoI have no ideaHow does social media fit into your business growth plan?*We don’t have a documented business growth planIt’s currently not written in our growth plan, but we know we need itI have an idea of how it fitsNot sure how it fits Target AudienceDescribe your ideal target audience.General Location*ex. 15 mile radius around Lansing, MichiganWhat is their age?* 25-35 35-45 45-55 55-65+ Average Household Income?* 70k - 100k 100k - 200k 200k - 300k 300k - 400k 400k + What best characterizes your target audience? (Check All That Apply)* Pre-Retirees Retired Business Owners Professionals Growing Families College Students General Interests of your target demographic? Outdoor Activities Recreational Sports Home Construction Food/Beverage Theater/Arts Real Estate Investing Professional Sports Music Other Current Social Content & ScheduleHelp us understand the type of content you currently publish or have published in the past, and how often.Do you currently publish content on your social medias?*YesNoSometimesWhat type on content do you usually publish?*Why do you think you don't publish content more often?* No time Don't know what to post I just don't think about it What do you think is the reasoning behind not publishing content?* No time Don't know what to post I just don't think about it How often are you publishing content?*Once a weekTwice a weekThree times a weekMore than three times a week Community Involvement DiscoveryCommunity involvement is a great message and topic to promote on your social media channels. Are you actively involved or have been involved with any groups, clubs, charities, or networking groups?*YesNoPlease describe the involvement.Do you document and post this to your social media?*YesNoDo you promote or boost the post with ad dollars?*YesNo Workshops DiscoveryMany advisors and agents perform educational workshops. That said, and why we ask is because the promotion of these via social media is very successful.Do you host educational workshops?*YesNoI would like toHow often do you perform them?*Do you post about your workshops on social media?*YesNoSometimesDo you use social media to fill seats for your workshops?*YesNoSometimesOn a whole what was your level of success with the promotion of the workshops and are you satisfied with it?* Closing StatementsIs there any information you think could be beneficial for us to know when reviewing your social media?