Social Media Setup Form

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Welcome! Please use the fields below to tell us who is completing this form and the company name. Sending this back ASAP gives us everything we need to build your strategy. We'll deliver your full setup and plan within 10–15 business days for your final approval before we start active management. Any questions or notes on accounts we shouldn't manage can go in the comments!

Your name and your company name*

Desired Email:*

We suggest something like social@yourcompany.com so it's both company-owned and accessible to our team. If using a personal or company contact email please list it here. We may need verification codes to log in securely:

Desired Username:*

@yourcompany

Desired Password:*

(must include uppercase, lowercase, number, and special character):

Please share any details about the use of logo and then email a high resolution clear background logo to social@webloftdesigns.com

Please share any details about the use of logo and then email a high resolution clear background logo to social@webloftdesigns.com Share any relevant photos, videos, product images, event footage, or brand guidelines via Google Drive or Dropbox. Send to: social@webloftdesigns.com

Contact Emails:*

Please provide email addresses for the following roles; if needed, please introduce us via email. Marketing: Finance: PR: Other: Our team contacts: Stephanie and/or Tori: social@webloftdesigns.com

Facebook:*

Please add torytwo@gmail.com as an admin

Instagram Username and Password:*

Pinterest Username and Password:*

Please add any additional social media pages or management tools you use here:*

Management Tools You Use: (e.g. Basecamp, Sprout Social, Slack, Canva, Dropbox, etc.) If we should access tools via your company login, please provide below: Please invite these emails to your shared folders or editing tools: Google Drive / Canva / Other Tools: social@webloftdesigns.com Dropbox: Please note in addition to the social media management tool, we will also setup an influencer management tool that will utilize a CC on file.

Notes*

If you have any other tools to include please note them here:

What is your URL?*

What is your company bio in 160 characters or less? What is your company tagline? (we can help brainstorm if needed)*

Who is your target market?*

Please add in any information that you know about your target market. Age range: Interests / education / professions: Keywords associated with your brand: Anything else we should know:

Define your company mission*

Help us better understand your brand: What does your company do? Who do you serve? What value do you bring to them? How do you deliver that value?

What are your 2026 social media goals?*

Example links of social media pages you like:*

Please list the top brands you would like for us to promote that you are involved with in your industry/community: (clients, local organizations, partners, etc.)*

Please list any collaborative brand accounts we will be promoting under the umbrella account.*

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