Lead Room
Templates
Social Media Retainer
Duplicate
Start Call Brief
Social Media Retainer
10 sections · 29 questions
Discovery questions for an ongoing social media management or content retainer engagement.
Default template — duplicate to make changes.
Context
3 q
1
What made you reach out now?
2
What is currently not working?
3
What have you already tried?
Goals
3 q
1
What does success look like?
2
What outcome matters most?
3
What would make this project feel worth it?
Audience
2 q
1
Who are you trying to reach?
2
What do they currently believe or struggle with?
Channels & Content
5 q
1
Which platforms are you active on?
2
How many posts per week are you expecting?
3
Do you need copywriting, design, or both?
4
Do you have existing brand guidelines?
5
Who approves content before it goes live?
Current State
3 q
1
What content do you currently produce?
2
What has worked well in the past?
3
What content do your competitors produce that you admire?
Budget
3 q
1
Do you have a budget range in mind?
2
Have you worked with a provider before?
3
What would make this investment easy to justify?
Timeline
2 q
1
When do you want this completed?
2
Is there a launch date or deadline?
Decision Process
3 q
1
Who needs to approve this?
2
Are there other stakeholders?
3
What would slow this down?
Objections / Risks
3 q
1
What concerns do you have?
2
What made past projects difficult?
3
What would make you hesitate?
Next Steps
2 q
1
What should happen after this call?
2
When should I follow up?