Client Assessment Form

Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Company*
Website*
What industry is your company in?*

TechnologyRetail and E-commerceManufacturingHealthcareReal EstateLawFood and DrinkFashion and BeautyTravel and TourismAutomotiveSports and FitnessEducationEvents and EntertainmentConstruction and ArchitectureFinance and InsuranceNon-profit and Social CausesTransportationGovernment and Public Services.Other
How do customers typically purchase your product or service?*

OnlineIn-storeBoth online and in-storeOther (please specify)
What is the main benefit of your product or service?*

Saves timeSaves moneyIncreases efficiencyImproves qualityOther (please specify)
What channels do you currently use for marketing (e.g. social media, email, website, etc.)?*

Social mediaEmail marketingWebsitePrint advertisingAll of the above
What are the main goals of your marketing efforts?*

Increasing brand awarenessGenerating leadsIncreasing salesAll of the aboveOther
What metrics do you use to measure the success of your marketing efforts?*

Website trafficLead generationSalesSocial media engagementOther
What social media platforms are currently using?*

TikTokInstagramFacebookLinkedinYoutube
Target Audience*

Teens & Younger18 - 2425 - 3435 - 4445 - 5455 - 6465+
What type of content do you envision creating?*

Behind The ScenesEventInterviewsTutorialsClient TestimonialsPromotionalProduct DemoEducationalOther
What are your unique features or benefits that set your product, service or event apart from competitors?*
Do you have any specific challenges or pain points in your current marketing strategy that you would like to address?*

Difficulty generating leadsLow conversion ratesPoor brand awarenessDifficulty measuring the success of marketing effortsOther (please specify)
Do you have a dedicated marketing team or do you outsource marketing efforts?*

Dedicated marketing teamOutsource marketing effortsBoth in-house and outsourced marketing efforts
What is the budget allocated for marketing initiatives?*

$3,000-$5,000$5,000-$10,000$10,000-20,000More than $20,000
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