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Strategy Brief
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1
Company Name
*
This field is required.
This is the company name of the client.
**NAME MUST MATCH EXACTLY HOW IT IS IN BILLING SYSTEM**
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2
Your Email Address (EMG Team Member)
*
This field is required.
Who needs to be notified about the status of this order?
example@example.com
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3
Industry/Type
*
This field is required.
If this is for an industry that we are currently targeting, a custom website or marketing, or for a subject matter expert?
Subject Matter Expert
House
Custom
Carpet Cleaners
Insurance Agents
Chiropractors
Towing Services
Roofing Services
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4
Campaign Name
Provide a short description to help differentiate this project from the other ones in the queue.
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5
Strategy Options
Press Release
Funnel Map
Brand Assessment
Process Development
Brand Name
Internal Report
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6
Is this improving an existing product or introducing a new one?
Improving Existing
Introducing New
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7
What is the name of the existing template OR the prospective name of a new template?
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8
What category does this product fall under?
Strategy
Creative
Website
Website Add-On
Marketing
Magazine
Print Ad Production
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9
For edits to a current process, please provide a screenshot of the template. For a new product, please provide any relevant documents.
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: 10.6MB
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10
Please describe in as much detail as possible what needs to be adjusted OR created.
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11
What is the main objective of this internal report?
Please explain the type of data that needs to be compiled and why.
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12
What type of frequency is needed for this report?
Please choose which duration applies for this report.
Daily
Weekly
Monthly
Quarterly
Annually
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13
What is the start date for this report?
-
Date
Year
Month
Day
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14
What is the end date for this report?
-
Date
Year
Month
Day
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15
After the report is set up, do you need to receive this report automatically in the future?
YES
NO
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16
Please upload any files associated with this report that will help to compile the data
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: 10.6MB
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17
Please provide a shareable link to the Google Presentation here
The content and design team will edit the doc for errors, provide feedback, and put into the Client's folder.
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18
Please provide a shareable link to the Google Doc here
The content team will edit the doc for errors and put in the Client's folder.
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19
Will there be a lead magnet?
If so, please tell us a little bit about it.
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20
Are we using any other online software other than Go High Level?
If so, please tell us which platforms. Teachable, Click Funnels, etc.
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21
Are there any existing funnels we are modeling this after?
If so, please attach a screenshot here.
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22
Is there anything else you would like to communicate about this funnel map?
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23
Feedback from the customer
Please provide any direction from the customer here.
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24
Upload any files associated with this request
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25
How was this overall experience? You happy? Customer happy?
After clicking "Submit" you will be forwarded to a page to add the customer's credit card information. Choose the appropriate plan and submit all of the information. **WE CAN NOT WORK ON THIS SITE UNTIL WE HAVE GATHERED CREDIT CARD INFO**
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