CONTENT CONCIERGE
QUESTIONNAIRE

OS.Social Ambassadors use this form to inform their Social Media Content Concierge about the kind of content that will be created and posted.

IMPORTANT! This form is to inform your content concierge about the design and style of your social tiles and other content that will be created, scheduled and posted. YOU MUST fill out all sections of this form for your concierge to successfully get the process started.

Our design team will email you between 4-6 examples for your approval. Once approved, the rest of your social tiles will be created, scheduled and posted on your connected social channels.

*Our team can make basic edits/adjustments to your design once your 4-6 example have been sent. Any additional edits will require an upgrade in service with additional design fees.

Is this information for an OFFICE/TEAM account?(Required)

Yes, this is for an office or team

No, this is for an individual

Client Contact Info

Please let us know how to get in touch with you.

Name(Required)

First Last

Email(Required)

Phone Number(Required)

This phone number will be used in all your social media posts and content - be sure this is the number you want people to use to contact you.

Company/Brand Name

Team Name (if applicable)

Secondary Social Media/Marketing Contact (if applicable)

First Last

If there is someone besides the main contact who runs or manages social media accounts, please provide their contact info so we can get in touch if there are problems with connecting to an account.

Social/Marketing Contact Email

Social/Marketing Contact Phone

Social/Marketing Contact Role

(assistant/marketing manager/agent/etc.)

Who Should Approve Content?

Please let us know if approval should come from the primary contact, or enter the name & email of someone else.

Business Location Info

Address

Street Address Address Line 2 City State ZIP Code

Service Area

(Counties/cities/states served; include “licensed in” footprint if relevant.)

Your Website URL

Key Conversion Link(s)

If applicable, please enter the links to other important websites besides your main website.

Booking Link

For Real Estate Agents

Lead Form Link

For Real Estate Agents

Products/Services Page Link

For Real Estate Agents

Property Search Link

For Real Estate Agents

Offers & Target Audience
This section will help us identify what your business offers to customers, and who the ideal customers should be so we can craft our marketing materials for them.

What Do You Sell?

(Products/services/packages—plain language.)

Top Three Offers

For best results, include the Offer name, an Ideal buyer, a Starting price or “range”, the Primary benefit/outcome, and a result, testimonial, credential, or other example of success

Top 3 client outcomes you deliver

Examples: “sell home faster," “grow AUM,” “book more consultations," etc.

Ideal Customer Profile

Include things like: Who they are (job title/life stage), What they want, What they fear/avoid, Main objections, What typically convinces them, etc

Not a fit / do-not-target

Include things like Industries, customer types, budgets, locations, etc. that should specifically NOT be targeted.

Content Information
This section will help us determine the style of content that we can use to promote you on social media.

To start - we want to be sure the content we create has a "voice" or "style" that matches your business. Please select from the options below.

Content "Style"

General/Educational

Testimonials/Social Proof

About Me/About Us

Recruiting

Motivational

Humorous

Select all that you would like to include.

Please select the "tone" of voice that most matches your brand from the following options:

Formal or Casual?

Formal

Casual

Bold or Conservative?

Bold

Conservative

High-energy or Calm?

High-energy

Calm

Luxury or Approachable?

Luxury

Approachable

Technical or Plain-language?

Technical

Plain-language

Words/phrases you want used often

Words/phrases you never want used

Tagline/Motto

Do you have a tagline or motto that you'd like to include with your social media posts?

Keywords or Hashtags to use:

Social media platforms often use keywords, tags, or hashtags to sort and organize content to help other people find it. What keywords, tags, or hashtags would you like to use to help visitors find you? If you're not sure, don't worry. We'll help you come up with some!

Keywords or Hashtags to use for BUYERS and SELLERS:

Keywords or Hashtags to use for RECRUITING:

If you will be running social media posts that target agents for recruitment, you will want different hashtags and keywords than you would use for posts targeting buyers and sellers. If you're not sure, don't worry. We'll help you come up with some!

Call to Action

What should the Call to Action be on your social media posts?

Call to Action - Office Buyers/Sellers

If your office will be running social media posts geared towards buyers and sellers, it may have a different set of contact info than posts targeted to agents for recruitment. Indicate here what call to action you'd like your BUYERS/SELLERS messages to have.

Call to Action - Office Recruiting

If your office will be running social media posts geared towards recruiting, it may have a different set of contact info than posts targeted towards buyers and sellers. Indicate here what call to action you'd like your RECRUITING messages to have.

Preferred Contact Method

Call

Text

Website

Compliance and Legal

Legally Required Text to Include

Examples - "Licensed in STATE", "JOHN DOE, BROKER", "License Number 00000000", etc

Topics to Avoid

(Compliance restrictions, regulated claims, competitor mentions, etc.)

What You Can Claim

(and what proof exists)

What You Cannot Claim

Proof, credibility, and differentiators

What makes you different?

Top credentials / awards / media features

Testimonials / reviews (paste text or links)

Case studies / results (numbers welcomed)

Top competitors (names + links)

Content calendar preferences (including seasonal)

Holiday/Seasonal

New Year's Day

Martin Luther King Jr. Day

Valentine’s Day

Presidents' Day

Lunar New Year

Ramadan

St. Patrick’s Day

Eid al-Fitr

First Day of Spring

Passover

Easter

Mother’s Day

Memorial Day

Father’s Day

Juneteenth

First Day of Summer

Independence Day

Labor Day

Sept 11th/Patriot Day

First Day of Autumn

Yom Kippur

Indigenous Peoples’ Day

Halloween

Día de los Muertos

Diwali

Veterans Day

Thanksgiving Day

First Day of Winter

Hanukkah

Christmas Day

Select all that you would like to include.

Other special days/events to commemorate

Are you hosting any upcoming events?

For example: open houses, recruiting events, shred events, ice cream socials, meet & greet, etc. - if so, do you host such events on a regular basis?

Do you have any upcoming promotions, deals, giveaways, coupons, etc?

For example, free coffee at local starbucks, discount massage at local spa, free meal at local restaurant, other partnerships with local businesses that you'd like to share with your potential clients?

Local sources + feed inputs (for “fresh” content)

Is there a preferred local or regional news source?

A local news source that covers local events, the local real estate market, or other things that may be of interest to people in your area.

RSS Feeds

Are there any RSS Feeds you'd like to pull content from?

Video preferences (if applicable)

Main Color

If you have a brand color scheme, click the box and move the color picker to choose your main color.

Secondary Color

If you have a brand color scheme, click the box and move the color picker to choose your secondary color.

File Uploads

Please provide the following files for use on your social media.

Headshots or Other Photos

Drop files here or

Accepted file types: jpg, jpeg, png, Max. file size: 32 MB.

Preferred formats (.jpg, .JPEG, .png). Must be minimum 600px X 400px

Logos

Drop files here or

Accepted file types: ai, eps, png, Max. file size: 32 MB.

Company and Team logos - Preferred formats (.ai, .eps, .png). Must be minimum 1000px X 600px - should have a transparent background. BE SURE TO INCLUDE YOUR BROKERAGE LOGO FOR COMPLIANCE

Brand guidelines

Drop files here or

Accepted file types: doc, docx, pdf, ppt, Max. file size: 32 MB.

(Fonts, spacing rules, do/don’t examples.)

Existing marketing materials

Drop files here or

Accepted file types: doc, docx, pdf, ppt, Max. file size: 32 MB, Max. files: 10.

(Pitch decks, brochures, one-sheets, past ads, FAQs.)

Visual identity + uploads

Are You Signed Up for a VIDEO Package?

YES

Preferred Aspect Ratio For Videos

Landscape Mode

Portrait Mode, like TikTok or Reels

You can choose one or the other style, or both

On-camera comfort level

On-camera frequently

Occasionally

Prefer voiceover/B-roll

Prefer animated/graphic-only

Prefer professional talent instead

Additional Notes or Info to Add

What did we miss? Anything else you can think of? Any particular strategies you'd like to try? Let us know!

Required Notice:

OS.Social will only collect information from client in a Content Form, and will process it with their consent, without this information we cannot create and post content on your behalf: we only require the minimum amount of personal information that is necessary to fulfill the purpose of their interaction with OS.Social; we do not sell to third parties; and we only use it as this Privacy Statement describes. Client assumes total liability of all intellectual and registered material given to OS.Social to be used in their video, media and/or ad campaigns. OS.Social is not liable for any non-compliant or unregulated uses and will use information given by client, based on the materials and instructions you provide for use in any and all campaigns. (Please confirm all RESPA and Broker regulations are satisfied.)

Please acknowledge the following:(Required)

By checking this box, I have read and agree with the above information. I also have accepted the OS.Social Terms and Conditions and I understand that my membership is a one-year agreement.

Rights To Materials:(Required)

I confirm I have the rights/permission to use all Client Materials submitted.

Compliance:(Required)

I confirm my requested marketing complies with RESPA/broker/MLS rules (if applicable).

DISCOVER THE POWER OF OS.SOCIAL!

The OS.Social platform has transformed social marketing for businesses across the country. From non-profits and small businesses to top brand real estate agents and the entertainment industry, we partner with organizations large and small to transform the way they connect with their clients and grow their business.

CONTENT CONCIERGEQUESTIONNAIRE

OS.Social Ambassadors use this form to inform their Social Media Content Concierge about the kind of content that will be created and posted.

Client Contact Info

Business Location Info

File Uploads

Required Notice:

DISCOVER THE POWER OF OS.SOCIAL!

CONTENT CONCIERGE
QUESTIONNAIRE