Know which social media strategy leads deserve a strategy call
Ask prospects about their main goal, platform priorities, and who can actually approve strategy decisions, then collect existing brand guidelines so your team walks into the strategy call already informed.
Preview your social media strategy intake
Explore 7 questions from the Social Media Strategy template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified social media strategy lead should tell you
A structured intake that captures an organization's social goals, platform priorities, decision-making authority, and existing brand assets before a strategist commits time to a proposal.
- Best Describes Organization
- Have Active Social Media
- Main Goal Social Media
- Platforms Most Interested In
- Able Approve Strategy Decisions
- Would Like Strategy Work
- Have Existing Brand Materials,
The questions your team needs answered
Every social media strategy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your organization? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you currently have active social media accounts for this organization? | Whether accounts already exist determines if the engagement is a from-scratch launch or an optimization project, which changes the scope of the strategy call itself. |
| What is the main goal for your social media strategy? | The stated goal carries the highest weight in the catalog for lead generation, so it directly separates revenue-driven strategy requests from lower-priority brand-awareness inquiries. |
| Which platforms are you most interested in focusing on? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you able to approve strategy decisions for this organization? | A 'yes' here confirms the person can actually approve the strategy your team proposes, which is the difference between a booked call and a proposal that stalls waiting on someone else's sign-off. |
| When would you like the strategy work to begin? | Start timing shows how close the lead is to committing budget, letting 'Immediately' submissions get prioritized over 'Just exploring options' ones. |
| Do you have existing brand materials, such as a logo or style guide, ready to use? | Knowing brand materials are ready in advance lets your team skip asking for a logo or style guide on the call and go straight into platform and content direction. |
How Cliont scores social media strategy leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Brand awareness
- Lead generation or sales
- Community engagement
- Launching a new social presence
- Not sure
- Able Approve Strategy Decisions: yes
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Social Media Strategy 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 strategy workflows
| Cliont capability | Social Media Strategy application |
|---|---|
| Weighted lead scoring | Ranks each submission using the goal selection and decision-approval answer, so lead-generation goals from confirmed approvers score above 'Not sure' or exploratory submissions. |
| Conditional file upload | Requests brand guidelines or logo files only when the organization confirms it has existing materials, avoiding blank upload prompts for brand-new launches. |
| Multi-select intake fields | Captures platform interest as a multi-choice answer so a business weighing Instagram and LinkedIn together isn't forced to pick one before the strategy call. |
| CRM routing | Sends submissions where the respondent confirms approval authority straight into your CRM as call-ready, while lower-scored 'exploring' leads land in the same pipeline flagged for follow-up instead of immediate booking. |
Example social media strategy lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Ready-to-approve lead gen request
Organization selects lead generation as the goal, wants to start immediately, and the person filling out the intake confirms they can approve strategy decisions themselves.
New presence, no accounts yet
The organization has no active social accounts and is launching a new presence, so the intake flags the need for brand materials before platform selection can be finalized.
Exploring options, no timeline
Goal is marked 'Not sure' and start timing is 'Just exploring options'—these lower-weighted answers still route through but signal a lead that needs discovery before a proposal, not a strategy call.
Agency submitting on behalf of a client
Someone from a marketing team for another organization fills out the intake but answers 'no' to approving decisions themselves, indicating the actual buyer still needs to sign off.
Nonprofit building community engagement
A nonprofit selects community engagement as its goal across multiple platforms, a distinct mix from a business chasing lead generation on one channel.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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 Strategy lead-intake FAQs
How does the intake tell a real decision-maker from someone just gathering information?
The approval question asks directly whether the person can approve strategy decisions for their organization, and that answer carries real weight in the score, so a 'no' response flags the lead as needing another stakeholder before a proposal makes sense.
What happens to leads who select 'Not sure' for their main goal?
That answer is scored lower than lead generation or launch-focused goals, so the lead still reaches your CRM but is flagged as one that needs a discovery conversation rather than a straight-to-proposal strategy call.
Does the intake ask for existing brand materials before the call?
Yes, a yes/no question checks whether the organization already has a logo or style guide ready, which tells your team whether the first strategy call needs to start with brand basics or can go straight into platform planning.
Can prospects tell you they haven't picked platforms yet?
Yes, the platform-interest question includes a 'Not sure yet' option alongside Instagram, Facebook, LinkedIn, TikTok, X, and YouTube, so undecided prospects aren't forced into a choice they haven't made.
How does the intake handle a lead filling this out for another company?
The organization-type question includes 'Marketing team for another organization' as an option, which pairs with the approval question to surface whether the actual client still needs to sign off.
Does an organization with no active accounts get treated differently than one already posting?
The intake asks directly whether active accounts exist, which distinguishes a from-scratch launch strategy from an optimization engagement for an organization already on social.
Turn social media strategy visitors into qualified clients
Give every social media strategy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.