Social, Lead-Gen & Lifecycle Setup — Update / setup form (auth-only) for Marketing / SEO. Standalone version — a hosted mini landing page (an embeddable twin is also available).
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: standalone.
Best for / surface when: Marketing / SEO client workflow — social, lead-gen & lifecycle setup.