Discovery — PaddleLink

Business & Contact

Feeds: client identity, account contact, Onboarding checklist

1.1Your full name (the person we'll work with on this account)

1.2Your role at the business

Owner Partner Manager Marketing lead

1.3Legal business name, exactly as registered

1.4Primary business phone number

1.5Website URL

1.6Service cities and zip codes (all areas you cover)

1.7Who approves content before it goes out?

Me A business partner A team member No approval needed

1.8Best way to reach you?

Text Email Phone call Dashboard messages

Goals

Feeds: primary goal, Mary's brief

2.1What is the #1 result you want from social media?

More phone calls More booked jobs / appointments More website visits More brand awareness All of the above

2.2How do you currently get most of your business?

Referrals Realtors / partners Google Yelp Social media Word of mouth Paid ads

2.3Any specific service or product you want to focus on?

2.4How will you know this is working? (what does success look like in a number?)

2.5Any busy seasons, slow seasons, or promotions you run?

Your Customers

Feeds: target audiences, content pillars

3.1Who is your ideal customer? (select all that apply)

Home buyers Home sellers Real estate agents Property investors / managers Businesses

3.2Which customer type brings you the most revenue right now?

3.3Which customer type do you want MORE of?

3.4What questions do customers ask you over and over?

Brand Voice

Feeds: brand voice, tone direction, banned words

4.1Describe your business personality in 3 words

4.2What do you NEVER want your content to look or sound like?

4.3Any words or phrases that should never appear in your content?

Platforms

Feeds: platform list, Zernio setup, pricing inputs

For each platform: do you want us to market there? If yes, a few quick details open up. In most cases our team handles the setup for you.

5.1Do you want us to post to Facebook?

Yes No

Do you already have a Facebook account?

Yes, I have it No — create it for me

Your @handle or profile link

Is it active or dormant?

Active — posting Dormant — not posting

How often do you post?

Daily A few times/week Weekly Monthly or less

Notes — Facebook

5.2Do you want us to post to Instagram?

Yes No

Do you already have an Instagram account?

Yes, I have it No — create it for me

Your @handle or profile link

Is it active or dormant?

Active — posting Dormant — not posting

How often do you post?

Daily A few times/week Weekly Monthly or less

Notes — Instagram

5.3Do you want us to post to your Google Business Profile?

Yes No

Do you already have a Google Business Profile?

Yes, I have it No — create + verify it for me

Your @handle or profile link

Is it active or dormant?

Active — posting Dormant — not posting

How often do you post?

Daily A few times/week Weekly Monthly or less

Notes — Google Business Profile

5.4Do you want us to post to TikTok?

Yes No

Do you already have a TikTok account?

Yes, I have it No — create it for me

Your @handle or profile link

Is it active or dormant?

Active — posting Dormant — not posting

How often do you post?

Daily A few times/week Weekly Monthly or less

Notes — TikTok

5.5Do you want us to post to LinkedIn?

Yes No

Do you already have a LinkedIn page?

Yes, I have it No — create it for me

Your @handle or profile link

Is it active or dormant?

Active — posting Dormant — not posting

How often do you post?

Daily A few times/week Weekly Monthly or less

Notes — LinkedIn

5.6Do you want us to post to YouTube Shorts? (short vertical videos)

Yes No

Do you already have a YouTube channel?

Yes, I have it No — create it for me

Your @handle or profile link

Is it active or dormant?

Active — posting Dormant — not posting

How often do you post?

Daily A few times/week Weekly Monthly or less

Notes — YouTube Shorts

5.7Do you want us to post to YouTube Long-form? (full-length videos)

Yes No

Do you already have a YouTube channel?

Yes, I have it No — create it for me

Your @handle or profile link

Is it active or dormant?

Active — posting Dormant — not posting

How often do you post?

Daily A few times/week Weekly Monthly or less

Notes — YouTube Long-form

5.8Do you want us to post to Threads?

Yes No

Do you already have a Threads account?

Yes, I have it No — create it for me

Your @handle or profile link

Is it active or dormant?

Active — posting Dormant — not posting

How often do you post?

Daily A few times/week Weekly Monthly or less

Notes — Threads

5.9Do you want us to post to Twitter / X?

Yes No

Do you already have a Twitter / X account?

Yes, I have it No — create it for me

Your @handle or profile link

Is it active or dormant?

Active — posting Dormant — not posting

How often do you post?

Daily A few times/week Weekly Monthly or less

Notes — Twitter / X

5.10Do you want us to post to Yelp?

Yes No

Do you already have a Yelp listing?

Yes, I have it No — create it for me

Your Yelp page link

Currently running Yelp ads?

Yes No

Roughly how much per month?

Notes — Yelp

5.11Notes — anything else

General notes about platforms or social media that didn't fit above.

Content Source

Feeds: active content tracks, Cameron's workflow, pricing

6.1Do you have existing photos of your work?

Yes — can send No

6.2Do you have existing video footage?

Yes — can send No

6.3Are you open to AI-generated images?

Yes — all Some only No — real assets only

6.4Are you (or your team) open to being on camera?

Yes No

6.5Do you have customer reviews or testimonials?

Yes No — set up collection

Brand Assets

Feeds: brand specs, overlay setup, website cross-sell interest

7.1Should your social media match your current website's look?

Match it Elevate it Fresh direction No website yet

7.2Interested in a 3DAi website refresh or rebuild? (we build websites too)

Yes — tell me more Maybe later No — happy with my site

7.3Do you have a logo file? (transparent PNG preferred)

Yes — can send No — need help

7.4Do you have brand colors?

Internal only · turn off to preview the client's read-only view

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