Know which social media management leads are worth a strategy call
Ask which platforms need management, surface current account status, and confirm who holds approval authority before you draft a scope — then collect logos and style guides so your team walks into the strategy call prepared.
The exact intake your social media management leads complete
This is the real 6-question guided intake for Social Media Management — the same flow your customers finish before you ever pick up the phone.
What a qualified social media management lead should tell you
Ongoing planning, content creation, scheduling, and monitoring of a client's social media accounts across the platforms they choose, structured around their current account status and content cadence.
- Platforms Managed
- Current Social Media Status
- Often Would Like New
- Have Authority Approve Content
- Have Existing Brand Materials
- Main Goal Social Media
The questions your team needs answered
Every social media management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which platforms do you need managed? | Which platforms are in scope determines team assignment and pricing before you ever quote the work. |
| What is your current social media status? | Account status is the primary value signal — inactive, unmanaged, or provider-switching leads score higher because they represent genuine unmet management need. |
| How often would you like new content posted? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have the authority to approve content and account access? | Confirming approval and account-access authority separates leads who can move forward immediately from those who still need internal sign-off before a proposal makes sense. |
| Do you have existing brand materials such as a logo or style guide? | Knowing whether brand materials already exist tells you whether scope includes basic brand groundwork or starts straight at content and scheduling. |
| What is the main goal for your social media presence? | The stated goal — awareness, leads, engagement, or sales — shapes which pitch and content approach your team prepares for the strategy call. |
How Cliont scores social media management leads
Every answer is weighted automatically — no manual review required.
Value signals
- No accounts set up yet
- Currently managed, seeking a change
- Have Authority Approve Content: yes
Urgency signals
- Accounts exist but are inactive
- Active but not professionally managed
See the lead your team receives
Social Media Management Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for social media management workflows
| Cliont capability | Social Media Management application |
|---|---|
| Multi-select capture | Records every platform a lead wants managed in one pass, so you're not chasing down Instagram vs. TikTok vs. LinkedIn scope after the call. |
| Weighted single-choice scoring | Ranks account status answers — no accounts, inactive, unmanaged, or switching providers — so leads with genuine unmet need surface above casual inquiries. |
| Authority gating | Flags leads who can't yet approve content or hand over account access, so you know to loop in a decision-maker before drafting a proposal. |
| Document upload | Collects existing logos and style guides upfront, so scoping doesn't stall waiting on brand assets after the strategy call. |
| Goal-based routing | Routes leads by their stated goal — awareness, lead generation, engagement, or sales — into the right pitch track before your team drafts anything. |
Common social media management lead scenarios
Starting from zero
The lead has no accounts set up yet and needs everything built from scratch, which the status question flags as a high-value lead worth prioritizing.
Dormant accounts, ready to restart
Accounts exist but have gone inactive; the intake captures which platforms are involved and how often they want new content before you scope a relaunch.
Posting without a plan
The business is active on social but managing it themselves with no strategy, so the intake surfaces their goal (awareness, leads, engagement, or sales) to shape the pitch.
Switching from another agency
Currently managed elsewhere and looking to change providers — this status carries the same high-value weight, but the intake also checks who can actually approve content and hand over account access.
Inquiry without sign-off
Someone fills out the form but answers no to having approval authority over content and account access, signaling you'll need to find the actual decision-maker before writing a proposal.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More social media marketing intake templates
Social Media Management lead-intake FAQs
How does the intake handle clients who need more than one platform managed?
The platform question is multi-select, so a lead can flag Instagram, TikTok, LinkedIn, or any combination at once, letting you see the full scope before you quote it.
What if a lead doesn't have a logo or brand guidelines yet?
The intake asks directly whether brand materials exist; if not, you know upfront that scope needs to include basic brand groundwork, not just posting.
Why does 'accounts exist but are inactive' score as highly as 'no accounts set up yet'?
Both statuses reflect real, unmanaged need rather than someone comparison-shopping against an existing provider, so the catalog weights them close together as high-value signals.
Does the intake check whether the person filling it out can actually approve content?
Yes — a direct yes/no question on approval and account access authority is weighted separately, so you can spot leads that need to be routed to a real decision-maker before a proposal goes out.
How is this different from the Social Media Strategy or Community Management intake?
This intake focuses on account status, posting cadence, and who can grant access and sign off — the operational questions you need to scope ongoing management, rather than strategy planning or day-to-day audience engagement.
Does posting frequency affect the lead score?
Posting frequency is captured for scoping purposes but isn't a scored field in the current catalog — it helps you size the retainer once the lead is already qualified.
Turn social media management visitors into qualified clients
Give every social media management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.