BAD Marketing Partner Onboarding
Please set aside 45 minutes to 1 hour to fill out this onboarding form. This is the beginning of our partnership so please be as thorough as you can in your answers. We have strategically designed them to provide our team with the necessary information to complete our market research and launch as quickly and efficiently as possible.
Company Name
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Your Full Name & Position In The Company
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Full Name
Position
Your Email
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Please enter a valid email address
Business Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Direct Contact Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Your Timezone
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Useful when we schedule meetings
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Your Offer(s)
Please provide a link to your main brand website.
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What is your main offer?
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Do you have any other offers? (Upsells, downsells, continuity/MRR, etc.)
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Are there any other offers, funnels, or marketing strategies that you would like to try during your time with BAD?
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Please list all of the landing pages that you are currently driving traffic to. (Please include URLs for any pages currently receiving organic traffic, paid traffic, and/or email traffic.)
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What is the main outcome that your offer delivers to clients?
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Who are your main competitors?
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What features does your offer have that your competitors' offers don't?
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Which brands do you use for marketing inspiration?
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What are the demographics of your best, most profitable customer? (Please select all checkboxes that apply to your most profitable customer.)
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Gender: Male
Gender: Female
Age: 18-24
Age: 25-34
Age: 35-44
Age: 45-54
Age: 55-64
Age: 65+
Please provide more details about your ideal customer.
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Desires, pain points, day-to-day experiences, values, beliefs, political alignment, etc.
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Advertising
Please link your social media platforms below:
What is your revenue target for your coaching business?
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Provided we are projected to reach that revenue target, what is the minimum monthly budget you would like to allocate to paid media?
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Please list any and all fixed and variable monthly costs required to operate your coaching business.
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Please provide links to all marketing reporting documentation. (To start planning strategy and optimizations, it's important for the BAD team to have visibility into ad metrics, funnel metrics, and email metrics.)
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Sales Process
Do you have a sales team? If yes, are they internal or external?
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Currently what is your daily/weekly call capacity?
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If you don't have a sales team, answer N/A
Please provide links to all sales reporting documentation.
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If you don't have a sales team, answer N/A
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Fulfillment
How many new clients/students can you onboard per month before changes would need to be made to your internal structure?
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Please explain your post-sale process. (Onboarding, fulfilment, customer success, etc.)
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Do you have any affiliate or joint venture partners? If yes, please list them.
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Communication
Our team communicates primarily through Slack. Please share the email addresses of all team members who should be added to your dedicated channel.
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Software
What software do you use to build your funnels? (Check all that apply.)
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Clickfunnels
GoHighLevel
Weflow
Other
What software do you use as your email service provider? (Check all that apply.)
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GoHighLevel
ActiveCampaign
Keap
Other
What software do you use as your CRM? (Sales team and pipeline management.) (Check all that apply.)
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GoHighLevel
Hubspot
Keap
Other
What software do you currently use to host forms? (Check all that apply.)
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GoHighLevel
Typeform
Jotform
Other
What calendar software do you currently use to book sales calls? (Check all that apply.)
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GoHighLevel
Calendly
Acuity Scheduling
Other
Are you utilizing Hyros to track spend and revenue?
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Yes
No
What workflow integration software do you currently use? (Check all that apply.)
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Zapier
Make
Other
During the initial onboarding call, we'll request access to all of the software that you use. We will give you further instructions on the call.
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Services
Per your contract, what services are we providing you with? (Select all that apply.)
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Facebook / Instagram (Meta) Ads
Google / YouTube Ads
TikTok Ads
Email / SMS Marketing
Funnel Building
During the initial onboarding call, we'll request access to your ad accounts. We will give you further instructions on the call.
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Creative Overview
Please provide links to any folders containing your brand assets.
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Google Drive, Dropbox, frame.io, etc.
How is your creative content produced?
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My creative is being produced in-house.
BAD will be producing my creative.
I'm working with another agency to produce my creative.
Do you have a brand guide?
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Yes (Upload it below)
No (BAD will create one)
Please provide any brand assets (Brand guide, logo files, custom fonts, etc.). For logos, please upload the .SVG or .AI file.
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