AI Social Media Questionnaire - Clutter Solved Professional Organizers

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SECTION 1 — Business Information

Your Name

First

Last

Phone

Address

Address Line 1

Address Line 2

City

State

Zip Code

client your (logos,

Business Name

Business Industry / Niche

Website / URL

What products or services do you sell?

How long have you been in business?

Less than 1 year
1–3 years
3–7 years
7+ years

SECTION 2 — Current Socaial Media Positioning

Which platforms are you currently using?

Facebook
Instagram
LinkedIn
TikTok
YouTube
X/Twitter
None

How often do you currently post?

Daily
A few times a week
A few times a month
Rarely
Not at all

How would you describe the current state of your social media?

Consistent & active
Somewhat inconsistent
Very inconsistent
Not active

SECTION 3 — Your Brand Voice

Do you currently have a clear brand voice or messaging style?

Yes, well defined
Somewhat defined
Not really
Not at all

Do you have existing brand materials? (logos, brand colors, sample posts, website copy, etc.)

Yes
No
Some, but not organized
Need help to develop

Are you open to having an AI system trained on your brand voice to generate your daily content?

Yes
No
Not sure yet

Do you want emojis in your content

Yes
No
A few is fine
None at all

Do you want us to generate hastags for you content? (we recommend it)

Yes
No
A few
None at all

How involved do you want to be in the content process?

Very hands-off — manage everything for me
Some involvement — I want to review content
I want to learn and eventually take over

Write 2-3 short paragraphs about your business as you would say it to a client

Words / phrases we should use more often

Words / phrases we should NEVER use in your content

SECTION 4 — Goals | Priorities | Target

What are your top social media goals? (Choose up to 3)

Increase visibility
Build brand awareness
Get more clients
Strengthen brand voice
Stay consistent
Save time / outsource posting
Improve credibility

Pick 5 words that best describes your brand voice

Warm
Direct
Luxury
Calm
Professional
Refined
Approachable
Confident
Trustworthy
Polished
Assured
Elegant
Clear
Grounded
Sophisticated

How quickly do you expect to see improvement in your social media presence?

Immediately
Within 1–3 months
Gradually, over 6 months or more

Add any other words to describe your Brand Voice

Who is your ideal Customer? (describe them like a real person)

What are their top 3 painpoints?

SECTION 5 — Budget & Readiness

Have you invested in social media management or digital marketing before?

Estimated monthly budget for social media content creation & posting service

Under 500.00
500.00 – 1,500.00
1,500.00 – 10,000.00
Over 10,000.00

How ready are you to move forward with the AI social media service offered

I am ready to start immediately
I am planning to start within the next week or two
I am exploring options and gathering information
I am not sure about timing yet

SECTION 6 — Rules | Compliance | Promotions & Calendar

SECTION 7 — Final Questions

Point Person Contact Info

Name | Phone | Email

Is there anything else you'd like me to know about your business or goals?

Will you commit to approve created content within 48 hours?

Yes
No
Maybe

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Signature

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AI Social Media

Content Creation & Posting Questionnaire

SECTION 1 — Business Information

SECTION 2 — Current Socaial Media Positioning

SECTION 3 — Your Brand Voice

SECTION 4 — Goals | Priorities | Target

SECTION 5 — Budget & Readiness

SECTION 6 — Rules | Compliance | Promotions & Calendar

SECTION 7 — Final Questions