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Social Media Consulting with Ana Lucia Novak

Hello,

I truly appreciate you for connecting with me to learn about me and my services. It is a pleasure for me to help you learn how you can leverage local and social media platforms so your customers can find you, know-like-trust you and transform your business in good time.

Please complete the Marketing Intake Assessment Form. This form helps me determine which course of action is important for you to take today, and to develop a strategy you can implement on an ongoing basis. After receiving your intake form, I will email you to schedule a time for our review call.

Our initial call will cover how I work with my clients, review your intake form and offer you affordable options: do-it-yourself with my coaching or that I will do-it-for-you and manage your on-going social media activities.

I look forward to our call and getting to know you better.

Thank you again for taking the time and for your consideration.

Best wishes,
Ana Lucia Novak
650.918-6077
analucia.novak@mac.com
analucianovak@gmail.com

How did you find me? or Who Can I Thank for the referral? :>)
Date * MM / DD / YYYY
Name * First Last
Email *
Web Site
Cell Phone No. * ### - ### - ####
BUSINESS OBJECTIVES
What is your core business objective for utilizing Social Media? *
Describe the products and services you would like to promote online. *
Current Competitors -Who is currently competing in this space? *
What types of Internet Marketing activities are you currently engaged in? *
Pay Per Click Marketing (Google Adwords) SEO (Keyword research/Website Optimization) Lead Generation Email Marketing (List Building) Affiliate Marketing Web Analytics & Tracking (Google Analytics) Article Marketing
What other online activities do you think you should be engaged in ?
What are your expected business outcomes for using Social Media?
What metrics will you use to evaluate your progress ? (i.e. more subscriptions, clients, etc.) *
TARGET AUDIENCE
Who is your Primary target audience?
Secondary audience? *
Describe the needs and interests of your audience. *
What target keywords are you optimizing for right now? *
What ways do you envision yourself building community and trust with your audience? *
What types of Social Media channels does your audience currently assess?
(i.e. Social Technographics Ladder)
SOCIAL MEDIA INVOLVEMENT & PROGRAM
What current Social Media channels are you participating in?
Twitter FaceBook Linkedin FriendFeed Blog Podcasting Online Video Web TV Social Media Content Hub (Squidoo, Hubpages Wikis
Niche Forums & Social Networks (list them below)
What Social Media activities are going well?
Not well? *
How are you currently measuring your Social Media progress?
What Social Media Channels would you like to develop?
What Social Media Channels require additional support?
What role or level of involvement are you looking for in an Internet Marketing & Social Media Marketing Consultant? *
Article Marketing (directory profile build and submissions) Press Release Mmgt & Submissions Video Marketing (profile build and submissions) Location Based Marketing & Strategy Location Based Training/Coaching Staff Social Media Training/Coaching Strategy Consultant Coach Company Representative Social Media Coordinator Social Media Technician (Set up accounts) Set up Social Media Time Management tools Just want you to show me the ropes (Consultation/Training)

Evaluate the following statements.
	Strongly Disagree	Disagree	Agree	Strongly Agree
I'm an active user of Twitter	1	2	3	4
I have a Facebook page	1	2	3	4
I am well versed of other marketing options	1	2	3	4

Do you have a monthly budget in mind for your Social Media Initiatives?
Estimated Monthly Budget $ Dollars . Cents
Do Not Fill This Out

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BUSINESS OBJECTIVES

TARGET AUDIENCE

SOCIAL MEDIA INVOLVEMENT & PROGRAM