Daily social onboarding diagnostic for accountants

Name*
First Last
Firm name*
Logins
Which social platforms are you currently on?*
- Facebook
- LinkedIn
- Twitter
- Instagram
- Vimeo
- YouTube
- Something else
Please specify:*
Logins credentials for your social media channels*
Have you shared these with team@wearepf.com via Lastpass?
- Yes
- No
If not, please do so now.
General
Can you give examples of social users that you admire?*
How about people/posts you DON’T like?*
Do you use social personally a lot?*

Local
Do you want to focus on a geographical location?*
Articles
What websites do you frequent online for updates and education? (E.g Forbes, Wired)*
Do you read any blogs?*
What podcasts do you listen to regularly?*

Values
What are your values?*
Tone of Voice
Describe what your firm's TOV is*
What type of words do you use? Is your tone formal, informal, authoritative, optimistic, humorous?
Describe what your firm's TOV most certainly is not.*
What words don't you use?
Are there any social profiles/ brands you follow that have a similar TOV or similar values to yours? Why are they similar? What do you love about them?*

Language Preferences
Will you use emojis?*
- Yes
- No
Do you or are you open to using swear words? Any that are okay or never okay?*
What are your forbidden words? Are there words you absolutely do not use (ex. PF we never use the word ‘should’ in our marketing)*

Team Accounts
If you and your team members are active on social, please share your accounts here
Social Accounts*
Click the + icon to add more social accounts.
Name Twitter Handle Facebook profile Linkedin Profile Instagram Profile
Client Accounts
If your clients are active on social, please share their firm names so we can keep an eye on their socials in case there is anything that can be reposted or shared. After all, your clients victories are your victories too!
Clients
Click the + icon to add more clients.
Name Link
Strategic Partners
Do you have a business partnership with any key industry leaders? e.g. Xero or an app? If so, please share their firm name and relationship here
Partners
Click the + icon to add more partners.
Name Relationship
Anything you'd like to ask us before we get started?
As we work with you month-to-month you'll be able to bounce ideas off us and discuss any queries you have about your daily posting
But if you have any questions you'd like to ask us before your retainer starts, you can jot them down here.*
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DAILY SOCIAL
ONBOARDING DIAGNOSTIC

Name	Twitter Handle	Facebook profile	Linkedin Profile	Instagram Profile

Name	Link

Name	Relationship