Learning Your Business Inside and Out: How We Kickstart Every Client Relationship
Every great plan starts with your story.
When it comes to marketing, there’s no such thing as a one-size-fits-all approach. A strategy that works for a car dealership probably won’t work for a pediatrician’s office. A coffee shop’s tone and goals are vastly different from a flooring showroom’s. That’s why we begin every new client relationship the same way: by asking questions.
Our New Client Survey is the first step toward building a customized, ROI-driven strategy tailored to your business. Whether you run a retail store, manage a healthcare office, or own a local restaurant, we start by learning everything we can about you, your team, and your goals.
Why We Start with the New Client Survey
Before we craft a single post, build a campaign, or take a single photo — we dive deep into your business. Our New Client Survey isn’t just a form; it’s a conversation starter and a strategy builder. It gives us insight into what you need most, whether it’s brand awareness, increased sales, community engagement or all of the above.
Instead of guessing what matters to you, we ask. The survey helps us meet you where you are and ensures that everything we do supports your goals in a way that makes sense for your business.
What We Ask — and Why
The New Client Survey touches on every major piece of your business so we can build a marketing foundation that feels true to you.
Business Basics: Who are you? What do you sell? Who are your customers? This section gives us the essential building blocks of your brand story and messaging.
Voice and Style: Do you want your brand to feel bold and edgy or warm and trustworthy? Your responses here ensure everything we create, from captions to graphics, sounds and feels like you.
Business Goals: We always have one thing that's front and center: GROWING YOUR BOTTOM LINE. But what does that look like? Driving foot traffic to your brick and mortar? Increasing online sales? Increasing event attendance? All of the above? We make sure we're in lockstep with your goals, and are driving numbers where they matter most to you.
Competitive Landscape: Knowing who else is in your space helps us develop ways to set you apart.
Strengths and Challenges: From what makes you great to the daily challenges your business faces, we want the full picture so we can play to your strengths and strategically support your pain points.
These insights don’t just shape what we say, they influence the tone, visuals, platform choices and even when and how we post.
How It Shapes Your Social Media Strategy
The information you share in the survey is what drives your unique social strategy. From campaign planning to video concepts to content themes, it all stems from your story and goals.
If you’re a restaurant trying to show off your seasonal specials, your plan will look very different from a healthcare provider hoping to educate new patients. Our team uses your survey responses to brainstorm content ideas and shape your brand’s online identity.
We also use your goals to set clear benchmarks and report on progress. Whether it’s follower growth or actual leads generated, we track what matters most to you.
This process sets the tone for a collaborative relationship. Starting with a strong foundation makes communication easier and ensures we’re always working toward the same objectives.
Setting the Stage for Success
Our goal isn’t to just manage your social media, it’s to become a true extension of your team. Our New Client Survey is the launchpad that helps us get there.
So whether you’re a long-standing business or a fresh new brand, we’re here to learn your business inside and out — and help you grow every step of the way.
