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Social Media Consultation Call Checklist
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Agency Website URL
Name(s) of Person or People You Spoke With
Infusionsoft Contact ID
In the last month, which of the following have you done to help increase fan engagement? Please check all that apply:
Responded to Facebook Comments, and Direct Messages
Responded to LinkedIn Comments, and Direct Messages
Responded to Twitter Mentions, Retweets, and Direct Messages
Other Fan Engagement Actions Taken
In the last month, which of the following have you done to help increase awareness to your social media pages? Please check all that apply:
Sent out an announcement telling your customers about this month's custom campaign post. (If not, inform them about MailChimp)
Shared posts highlighting the work you do in the community or some of the fun, team building activities that take place in your office.
Asked satisfied customers to leave reviews for your business on Google, Yelp, and Facebook.
Promoted your social media profiles in office with print materials and signage.
Other Social Media Awareness Actions Taken
I would like to utilize BrightFire's add-on package feature of a Custom Campaign Post.
I would like to utilize BrightFire's add-on package feature of a Custom Giveaway Post.
List any goals you might have for Facebook.
List any goals you might have for LinkedIn.
List any goals you might have for Twitter.
List any goals you might have for YouTube.
Additional Notes or Comments
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