Social Media Review Form | Elite Advisors Media Group

Business Discovery
Before 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?*
- Yes
- No
If you have a website, what is the URL?*

ex. www.eliteamg.com
Do you have a mission statement?*
- Yes
- No
Mission 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" Statement
This 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 Statement
This 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

Community Involvement Discovery
Community 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?*
- Yes
- No
Please describe the involvement.
Do you document and post this to your social media?*
- Yes
- No
Do you promote or boost the post with ad dollars?*
- Yes
- No

Workshops Discovery
Many 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?*
- Yes
- No
- I would like to
How often do you perform them?*
Do you post about your workshops on social media?*
- Yes
- No
- Sometimes
Do you use social media to fill seats for your workshops?*
- Yes
- No
- Sometimes
On a whole what was your level of success with the promotion of the workshops and are you satisfied with it?*

Closing Statements
Is there any information you think could be beneficial for us to know when reviewing your social media?

Social Media Review