Client Onboarding Form | Virexal Partners

Strategy questionnaire

Help Us Understand Your Business

Complete your contact details, then share as much context as you can. The remaining sections are optional and can also be discussed during kickoff.

01Complete your brief

02Strategy team review

03Kickoff with clarity

Contact Details

Let us know who we should contact about this project.

Your Name *

Email Address *

Phone Number *

Company / Business Name *

* Required contact details

Business Overview

The essentials that help us understand your offer and positioning.

What is the nature of your business?

What products or services do you offer?

Who is your target audience (demographics, preferences, location)?

What is your unique selling proposition (USP)?

What is the tone and voice of your brand?

Goals and Objectives

Define what a successful engagement should achieve for your business.

What are your primary objectives for social media marketing?

Do you have specific KPIs or metrics in mind to measure success?

What is the timeframe for achieving these goals?

Current Social Media Presence

Tell us what is already in place and what you have learned so far.

Which platforms are you currently active on?

Do you have a consistent posting schedule?

What types of content have you posted, and what has performed well?

Are you running any paid campaigns? If yes, how have they performed?

Target Audience Details

Help us focus messaging and campaigns on the right people.

Who is your ideal customer (age, gender, interests, income)?

Are there specific audience segments you'd like to reach?

Do you have data on your current audience?

Competitor Analysis

Share the brands you compete with and opportunities you have noticed.

Who are your main competitors on social media?

What strategies do you think are working well for them?

Are there any gaps in their campaigns you would like to exploit?

Budget and Resources

Set practical expectations for media, tools, and content production.

What is your budget for social media marketing (organic and paid)?

Do you have an in-house content team or need external support?

Are you open to allocating funds for tools (e.g., scheduling, analytics)?

Content Preferences

Show us the formats, assets, and themes that fit your brand.

What content resonates most with your audience (videos, blogs, infographics)?

Do you have existing content we can repurpose?

Are there specific themes or campaigns you would like us to focus on?

Paid Campaigns

Give us useful history for planning and optimizing your advertising.

Have you run ads before? If yes, what were the results?

What is your average cost-per-click (CPC) or cost-per-acquisition (CPA)?

Are there specific products or services you would like to promote through ads?

Analytics and Reporting

Choose how performance should be measured and communicated.

Do you have access to analytics from your previous campaigns?

How often would you like to receive updates or reports on performance?

What metrics matter most to you (e.g., engagement, reach, ROI)?

Long-Term Vision

Connect today’s activity with your wider growth ambitions.

How do you see social media driving growth in the next 1–3 years?

Are you looking to expand into new platforms or markets?

Do you have plans for other digital marketing channels (e.g., email, SEO)?

Ready to get started?Your answers will be sent securely to our strategy team.