New Marketing Client Onboarding

Business Name *

Website

Primacy Contact Full Name *

Email *

Phone *

Preferred method of communication? *

What is your brand voice? What emotions do you hope to convey through your brand’s visuals and messaging? *

What is your Unique Selling Proposition? What makes you stand out from your competitors? *

What are some of the strengths of your business/brand? *

How would you describe your business's culture? *

What do you and your business aim to achieve with online marketing? What are your hopes and expectations?

More local market awareness and reach

Collect emails and build our database

Increased engagement and interaction

More new customers

Increase guest frequency

Sell more products

Get more leads

Other

What have you tried in marketing that has worked? *

And what have you tried that has NOT worked as well as expected? *

Do you have any recurring promotions or special offers we should know about? *

Where do you currently spend your marketing dollars? *

Top competitors *

Who is your target audience? *

Describe you buyer personas. What kind of customers do you attract? *

What are your plans to grow the business? *

Please list some of your online and offline marketing efforts *

What is your monthly marketing budget? (range) *

Do you know how most of your clients find you? *

Do you have a link or gallery of existing photos and/or videos we can use for social media?

Is there anything we need to know that we have not asked about that you believe would be helpful for us to know as your marketing partner?

Don’t be shy, let’s connect