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DAILY SOCIAL
ONBOARDING
DIAGNOSTIC
Step
1
of
8
12%
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?
*
Target Market
Are you focusing on a particular industry/niche?
*
How old is your ideal client?
*
What kind of life event usually leads your ideal client to contact you?
*
Who is your favourite client? Why?
*
What kind of aspirations & passions do your clients share?
*
Personal
Outside of your professional life, what inspires you?
*
Are you particularly invested in any cause or movement?
*
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?
*
Tone of Voice: Purpose (The reason for saying it)
Select all that apply:
*
To entertain
To educate
To inform
To share opinion
To enable
To advocate
To sell
To amplify
To gain popularity
To provoke
To inspire change
Tone of Voice: Tone (“It’s not what you said, it’s the way you said it”)
Select all that apply:
*
Funny
Serious
Formal
Casual
Personal
Respectful
Irreverent
Enthusiastic
Matter of fact
Direct
Emotional
Unapologetic
Tone of Voice: Character (the kind of person who said it)
Select all that apply:
*
Honest
Authoritative
Direct
Humble
Friendly
Caring
Playful
Thoughtful
Helpful
Professional
Warm
Inspiring
Cheeky
Funny
Serious
Positive
Pessimistic
Witty
Frank
Intelligent
Silly
Self deprecating
Snarky
Creative/ innovative
Tone of Voice: Language (the kind of words you said)
Select all that apply:
*
Casual
Informal
Non-technical
Complex
Simple
Jargon-filled
Fun
Jokey
Whimsical
Insider/colloquial
Factual
Concise
Professional
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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Marketing Map
Philosophy
Meet Us
Careers
Coaching
Accelerator
PF Lab
Pricing
Our Services
Foundations
Branding
Website
Monthly Marketing
Client Stories
Blog
Free resources
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