Discovery Questionnaire Template for Social Media Managers

Stop wasting time on unqualified leads. This Discovery Questionnaire Template is designed for social media managers who want to work with aligned, high-value clients.

More than just a client intake form, this strategic questionnaire helps you:

Get clear on your potential client’s brand, goals, and values

Quickly spot red flags before booking a call

Focus your energy on people who are ready to invest in your services

Editable, ready-to-use questionnaire (US Letter size)

Brand foundation questions to understand their mission and audience

Current content questions to gauge strengths and challenges

Growth goals section to define success and expectations

Alignment check to reveal budget, timeline, and value fit

Final notes for deeper brand insights

Saves time by qualifying leads before a discovery call

Positions you as strategic and intentional

Sets clear expectations early in the process

Easy to customize in Canva

Social media managers

Digital marketing agencies

Virtual assistants offering social media services

Creative business owners managing client intake