Social Media Management Client Fit Quiz

Find the Perfect Social Media Management Fit

Are you a social media marketing agency looking to qualify leads more effectively? This Social Media Management Client Fit Quiz template helps you identify ideal clients by assessing their current social presence, goals, resources, and budget—all before your first discovery call.

Built specifically for social media agencies, marketing consultants, and digital marketing professionals, this interactive quiz asks the right questions to understand where a prospect is today and where they want to be. You'll learn about their platform priorities, posting frequency goals, content creation capacity, team resources, and monthly investment range.

Why This Template Works

Unlike generic contact forms that waste time on unqualified leads, this quiz automatically scores responses to help you prioritize high-fit prospects. The conversational, one-question-at-a-time format (Guided Mode) creates a friendly experience that encourages completion, while conditional logic adapts follow-up questions based on their answers.

Perfect for agencies running paid ad campaigns, content marketing funnels, or partnership outreach, this template helps you:

• Pre-qualify leads before they hit your calendar
• Segment prospects by budget, platform focus, and service needs
• Save time by routing only qualified leads to your sales team
• Personalize follow-up using quiz responses to tailor your pitch

Automate Your Lead Qualification Workflow

Once someone completes the quiz, you can use Stepper to automatically route qualified leads to your CRM (HubSpot, Pipedrive, or others), assign them to the right account manager, and trigger personalized email sequences based on their score. High-fit leads can go straight to your booking calendar, while lower-fit prospects receive nurture content.

With Paperform's calculation engine, you can even build a lead scoring system that weights responses—like budget range and current posting frequency—to surface your hottest opportunities first.

Whether you're a solo social media manager, a boutique agency, or a growing marketing team, this template gives you a professional, conversion-optimized tool to qualify clients at scale. Customize the questions, adjust the scoring, and embed it anywhere—landing pages, ad campaigns, or your website—to start attracting better-fit clients today.