Social, Lead-Gen & Lifecycle Setup — Update / setup form (auth-only) for Marketing / SEO. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

How you show up socially, the audiences you’re marketing to, and how leads are qualified and nurtured. Platform names and segment descriptions only — never list exports.

What it collects (by section):

• Social presence — Primary Content Distribution Channels [multi-select: Website/Blog / Email newsletter / LinkedIn / Facebook / Instagram / …]; Social Posting Cadence Preference [dropdown: 1-2/wk / 3-5/wk / Daily / Multiple daily / Campaign-based]; Social Listening Keywords [long text]; Community Management Window [short text].
• Audiences & qualification — Email List Size (approx.) [dropdown: <1k / 1-5k / 5-20k / 20-100k / 100k+]; SMS List Size (approx.) [dropdown: None / <1k / 1-5k / 5-20k / 20k+]; Target Segments for Campaigns [long text]; MQL Criteria (client-defined) [long text]; SQL Handoff Criteria (client-defined) [long text].
• Automation & nurture — Marketing Automation Platform [dropdown: ActiveCampaign / HubSpot / Mailchimp / Klaviyo / ConvertKit / …]; Webinar / Live Event Platform [dropdown: Zoom Webinars / GoToWebinar / Demio / WebinarJam / YouTube Live / …]; Lead Magnet Asset(s) [long text]; Nurture Sequence Link(s) [long text].

Form type: Update / setup (up), auth-only. Niche: Marketing / SEO. Deployment: embed.

Best for / surface when: Marketing / SEO client workflow — social, lead-gen & lifecycle setup.