Let’s build your social media presence

Seventeen questions before our kickoff meeting, in four short phases. They help us shape your look, voice and monthly content around what you want. It takes about ten minutes, and short answers are fine.

Name of business

State and official name

The state where the business is registered and its official (legal) name, exactly as filed.

Federal tax ID

Your EIN, in the format 12-3456789.

Creative vision and brand aesthetics

Your visual identity and how your feed should look and feel.

1. Graphic style transition

Looking at your feed, the top 10 posts differ visually from earlier content. Are we launching a brand-new creative direction, maintaining continuity with the top 10 posts, or evolving into a completely fresh aesthetic?

Brand-new direction Continue the top 10 posts Evolve into a fresh aesthetic Not sure yet

Anything to add? (optional)

2. Visual inspiration

Are there 2–3 Instagram accounts (in or outside medicine) whose design, pacing, or creative style you love?

3. Feed ratio

Across your 10 monthly posts, what content mix do you envision? Choose all that apply.

Video / Reels Multi-slide carousels Quote cards Personal photo posts Other

Rough split, if you have one (optional)

4. Brand assets

Do you have existing brand guidelines, color palettes (HEX codes), fonts, and logo files (PNG/SVG) we should strictly follow, or are we building a new visual palette?

Yes, follow our guidelines Some assets exist Build a new palette

HEX codes, fonts, or where we can find your files (optional)

Strategy, positioning and past experiences

You know your field best. Tell us what to lead with, and what went wrong before, so we don’t repeat it.

5. Fixing past breakdowns

What specific issues or failures occurred with previous agencies or platforms that you want to make sure we never repeat?

6. Core clinical pillars

What top 3–5 treatments or specialties (e.g. longevity, hormone optimization, interventional pain) do you want to dominate on social media?

7. Brand voice

How would you describe your ideal presence? Choose all that fit.

Bold and disruptive Elite and clinical Approachable and educational Other

In your own words (optional)

8. Primary goal

Beyond engagement, what does success look like for these 10 posts?

Local patient bookings National thought leadership Building brand equity Other

Anything to add? (optional)

9. Topics to avoid

Are there specific trending topics, buzzwords, or clinical areas you strictly do not want us to touch?

Content production and execution

Ground rules for video, photos and who we’re speaking to.

10. On-camera comfort

Are you comfortable filming talking-head videos or recording audio voiceovers if we provide scripts and prompts?

Yes, both Talking-head videos only Voiceovers only Prefer not to

11. Original assets

How regularly can you or your team provide raw video clips, clinic photos, or behind-the-scenes footage for us to edit?

Weekly Every two weeks Monthly Rarely or never

Who on your team would send them? (optional)

12. Target audience

Who is your primary target follower? Choose all that apply.

Local high-net-worth patients Biohackers General wellness seekers Other

Describe your ideal follower (optional)

13. Primary call to action

What is the main action you want followers to take?

Logistics and operations

A few quick essentials, and then you’re done.

14. Compliance and medical disclaimers

Are there specific state board, FDA, or medical disclaimers we must include on every post?

15. Approval workflow

Who will be the primary approver on your team?

Preferred turnaround for reviewing monthly batches

24 hours 48 hours 3–5 days 1 week

16. Technical access

Is your Meta Business Suite / Creator Account ready to connect? Please don’t type passwords here. We’ll follow up on how to share access safely.

Yes, ready Need to find logins Need help setting up

17. Definition of success (90 days)

In 90 days, what metric or result will make you say, “Signing with this agency was the best decision we made”?

Review your answers

Check your answers, then submit. They go straight to HG Smart Marketing.

Let’s build your social media presence

Creative vision and brand aesthetics

Strategy, positioning and past experiences

Content production and execution

Logistics and operations

Review your answers

Thank you