ii. What do you sell, and to whom?* one sentence
iii. Where are you right now?*
iv. Top 3 goals — in priority order* most important first
1
Your #1 priority…
Brand awareness
Community & engagement
Lead generation
Direct sales / conversions
Launch a product or brand
Audience growth
Thought leadership
Recruitment / employer brand
2
Your #2 priority…
Brand awareness
Community & engagement
Lead generation
Direct sales / conversions
Launch a product or brand
Audience growth
Thought leadership
Recruitment / employer brand
3
Your #3 priority…
Brand awareness
Community & engagement
Lead generation
Direct sales / conversions
Launch a product or brand
Audience growth
Thought leadership
Recruitment / employer brand
v. What areas do you need handled?* check all that apply
Strategy
Pillars, voice, planning
Content creation
Static, video, illustration
Community management
DMs, replies, moderation
Influencer & UGC
Creator programs
Paid media
Meta, TikTok, LinkedIn ads
Brand identity
Positioning, voice, look
Open — tell you what we think
We'll recommend the right mix for your goals
vi. Which channels do you want to focus on?* check all that apply
vii. How much of the thinking do you want us to own?*
1
Pure execution
You've locked strategy, channels, voice, and look. We just plug in and execute.
2
Execution with light input
You have the direction. We sharpen it and execute.
3
Co-pilot
You bring the brand, we bring the expertise — we decide together.
4
Lead the strategy
You have a brand; we shape how it shows up on social.
5
Own it end-to-end
We decide where to be, how to sound, and what to make. You just approve.
✱
Why we ask. A "1" and a "5" need different teams, different pacing, and different contracts. Misreading this is the #1 source of scope drift mid-engagement.
viii. What monthly retainer budget are you working with?* ballpark is fine
ix. What does success look like for your company?* paint the picture
How did you hear about Iron Roots?
optional
Based on what you've shared, you look like a fit for —
Our strategist will confirm this in your proposal.