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RealKey Tech — Digital & Social Media Marketing Assessment

RealKey Tech

Complete Digital & Social Media Marketing Assessment

Customer discovery document for strategy, marketing, sales, content, advertising, automation and technology planning.

How to use: Complete what you know today. Do not guess. If something is unknown, write “Unknown” or leave a note for the RealKey Tech team. The document is designed to preserve missing information for later follow-up.

00 — Assessment Control & Completion

Assessment ID

Date *

Prepared by

Completion

0% completed

Required fields are marked in red. Completion is an approximate planning indicator based on answered fields.

Customer's main reason for completing this assessment

01 — Company & Contact Profile

Legal / Trading Company Name *

Brand Name

Contact Person *

Job Title / Role

Mobile / WhatsApp *

Email *

Country *

City / Region

Website

Years in business

Business description

Additional information / corrections

02 — Industry, Business Model & Locations

Primary industry *

Sub-industry

Business model

Business size / employees

Operating locations

Expansion markets

Business model explanation

Industry-specific requirements, regulations or certifications

Five additional notes

03 — Products, Services, Offers & Revenue

Main products / services *

Highest-priority product/service

Average order / contract value

Typical sales cycle

Gross margin range

Seasonality / peak periods

Current offers / promotions

Products/services you want to grow

Five additional notes

04 — Business Goals & Marketing Objectives

Brand awareness Leads Sales E-commerce revenue Store visits App installs WhatsApp enquiries Customer retention Reputation Market expansion Launch Other

Top 3 business goals

Target result and deadline

What would make this engagement a success?

Five additional notes

05 — Target Customers & Buyer Journey

Primary customer segment *

Secondary customer segment

Customer age / demographic

Customer location

Customer needs / pain points

Buying triggers / objections

Typical customer journey

Example: Awareness → Content → Website → WhatsApp → Sales → Quote → Purchase → Follow-up → Repeat purchase.

Five additional customer insights

06 — Brand & Positioning

Brand guidelines available?

Logo / brand assets available?

Primary brand colors

Preferred language(s)

Brand positioning / message

Words, claims or topics that must / must not be used

Five additional notes

07 — Website, Landing Pages & SEO

Website URL

CMS / platform

Website owner/admin access available?

Conversion goal

Landing pages available?

SEO currently managed?

Website problems / requested improvements

SEO keywords / priority search terms

Five additional notes

08 — Social Media Accounts & Current Situation

Instagram Facebook TikTok Snapchat YouTube LinkedIn X Pinterest Threads Google Business Profile WhatsApp Business Other

Account details

Current social media performance

Five additional notes

09 — Instagram

Instagram URL / @handle

Followers

Posting frequency

Reels capability

Current ad activity

Primary Instagram objective

Five additional Instagram notes

10 — TikTok

TikTok URL / @handle

Followers

Posting frequency

Average views

TikTok Ads used?

Primary TikTok objective

Five additional TikTok notes

11 — Facebook, Snapchat, YouTube, LinkedIn & Other Platforms

Platform-specific opportunities or problems

Five additional notes

12 — Content & Creative Production

Static posts Reels TikTok videos Stories YouTube videos Live streams Product photos UGC Influencer content Blog/articles AI content Other

Content team / resources

Available assets

Monthly content capacity

Approval process / restrictions

Five additional content ideas or requirements

13 — Paid Advertising

Google Ads Meta Ads TikTok Ads Snapchat Ads LinkedIn Ads YouTube Ads Display / Programmatic Retargeting Influencer paid campaigns

Monthly ad spend range

Previous monthly spend

Target CPL / CPA

Target ROAS

Five additional advertising notes

14 — Sales, Leads & CRM

Current CRM

Number of salespeople

Lead sources

Average lead response time

Lead → opportunity rate

Opportunity → sale rate

Sales problems / lost-lead reasons

Five additional notes

15 — WhatsApp, Messaging & Customer Support

WhatsApp Business / API status

Number(s)

Chat volume / month

Team members handling chats

Broadcasts Templates Chatbot AI agent Lead qualification Support Order notifications CRM integration Human handover

Five additional notes

16 — E-commerce & Online Sales

E-commerce platform

Number of products

Payment gateway

Shipping / delivery

Average order value

Online conversion rate

Five additional notes

17 — Analytics, Tracking & Data

Google Analytics Search Console Meta Pixel TikTok Pixel Snapchat Pixel Tag Manager Conversion API CRM attribution Call tracking

Key metrics currently monitored

Five additional notes

18 — AI, Automation & Technology

AI chatbot AI voice AI content Lead automation Email automation WhatsApp automation CRM automation Sales automation Reporting automation

Current software / systems

Systems that must connect

Manual tasks you want automated

Security / access requirements

Five additional technology requirements

19 — Influencer, Affiliate, Partnership & Reputation

Influencer activity

Affiliate / referral program

Partnership opportunities

Reviews / reputation status

Preferred creators / partners / communities

Five additional notes

20 — Competitors & Market Position

Competitor 1

Competitor 2

Competitor 3

Competitor 4

Your strongest competitive advantage

Five additional notes

21 — Budget, Resources & Commercial Constraints

Marketing service budget / month

Advertising budget / month

Content production budget

Technology/software budget

Internal marketing staff

Expected start date

Budget limitations or approval requirements

Five additional notes

22 — Access, Assets & Account Ownership

Do not write passwords in this document. Record only whether access is available. Transfer credentials through an approved secure method.

Assets to be provided

Logo Brand guide Product photos Videos Product catalogue Customer lists Previous reports Ad creatives Website access

Five additional access/asset notes

23 — Legal, Privacy, Regulatory & Approval Requirements

Country / jurisdictions

Regulated industry?

Privacy / consent requirements

Content approval authority

Five additional notes

24 — Customer's Current Problems

This section is intentionally open. Tell RealKey Tech what is not working today, even if it does not fit another section.

Five problems / observations not captured elsewhere

25 — Customer's Desired Future State

Five additional desired outcomes

26 — Customer Open Notes / Anything We Missed

Use this section for anything that has not been asked anywhere in the assessment.

27 — RealKey Tech Internal Team Review

Reviewed by

Review date

Lead priority

Readiness status

Team's initial diagnosis

Recommended services

Critical missing information

Immediate next actions

Team notes

28 — Strategy Handoff Summary

Primary business objective

Primary marketing objective

Priority channels

Priority services

Recommended first 30 days

Recommended 60–90 day direction

Risks / dependencies

29 — Confirmation

This assessment is a discovery document. It does not itself constitute a marketing contract, media-buying authorization or guarantee of results.

Customer name

Date

Customer comments

Customer signature

RealKey Tech representative

RealKey Tech — Digital & Social Media Marketing Assessment • Confidential working document • Do not include passwords or sensitive credentials.