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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?*
- Yes
- No
- Not yet, but I'm interested!
Name Of Practice*

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

General Social Media Information
These 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 Authority
- To Engage and Network
- To Increase Long Term Business Revenue
- Not Sure
Have you done any social media or digital advertising before?*
- Yes
- No
What 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.
- Yes
- No
- I have no idea
How does social media fit into your business growth plan?*
- We don’t have a documented business growth plan
- It’s currently not written in our growth plan, but we know we need it
- I have an idea of how it fits
- Not sure how it fits

Target Audience
Describe your ideal target audience.
General Location*

ex. 15 mile radius around Lansing, Michigan
What 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 & Schedule
Help 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?*
- Yes
- No
- Sometimes
What 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 week
- Twice a week
- Three times a week
- More than three times a week

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?

(810) 588-6498 | info@eliteamg.com

1024 E. Grand River Ave. Brighton MI, 48116

(810) 588-6498

info@eliteamg.com

1024 E. Grand River Ave. Brighton MI, 48116

© Elite Advisors Media Group

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