Client Onboarding EmailThis field is for validation purposes and should be left unchanged.Full name of the business?Provide a brief description of your products and/or services.Give us your classic elevator pitch! If we just got on an elevator and met and I asked you about your company, knowing we only have about a minute before the doors open for your floor, what are the key points you would tell me?Marketing Goals Increase Brand Awareness Generate Leads Improve Customer Retention Select AllDo you have a website currently? Yes No What is your website? Name 3-5 key words would your potential customer type in to find you?Who are your main competitors?What differentiates your business from your competition?Do you have any specific sales targets for the next 6-12 months?Are there any key performance indicators in place currently? No Yes If yes, what are your KPI's?Who is your target audience? (age, gender, location, interests, etc.)(age, gender, location, interests, etc.)What are some primary challenges and needs of your target audience?Have you done any previous marketing efforts for your business in the past? Yes No Maybe If yes, what sorts of strategies did you use? Content Marketing (blogging, creating free guides, etc.) Brand Development (a strong brand with a recognizable logo and consistent colors and fonts across the board) SEO (Search Engine Optimization) Influencer Marketing Email Marketing Affiliate Marketing Social Media Marketing Traditional Advertising Select AllWhat worked well in your previous marketing efforts?What did not worked well in your previous marketing efforts?What platforms do you use right now? Check all that apply. Google Ads Google LSA Bing Ads Facebook Instagram Twitter CRM / Email Blast / Newsletters Thumbtack Etsy Yelp Newspaper Radio Select AllAre there any specific marketing channels you would rather avoid?What is your intended timeline for seeing results of marketing efforts? 2-4 months 6-12 months Long term brand legacy Other Do you have a specific budget for your marketing activities? $800 or less $800 – $2500 $2500 – $5000 Over $5000 Email(Required) Phone(Required)
