Steadfast Marketing Client Intake

Steadfast Marketing Information Sheet

Please fill out as complete as possbile.
CLIENT CONTACT INFORMATION
Company Name
Business Address (include state & zip code)
Client Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
What is your company website URL?
COMPANY SPECIFIC INFORMATION
List all social media links
Describe your company Goals (business objectives) and Vision (reputation)
What is the nature of your business? Products and Services?
What makes your company unique in the business market?
If you have any brochures, documents concerning your services or products, business data, etc. which could help facilitate our understanding of your needs, please attach them here.

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What is your target customer age group? (select all that apply)
Who is your target audience?
What is your company website platform?
Who is your company website host?
What media are you currently offering your product or services on now?
Who are your main competitors?
What do you do better than your competitors?
PROJECT SPECIFIC INFORMATION
Project Point of Contact, Phone #, Email
Project Description and Goals
How much is the Project Monthly Advertisement/Digital Marketing budget? ($)
Do you have a projected start and ending date for this marketing campaign?
Have you worked with a similar marketing company in the past? If so, who was the company and what were the project results?
Are there any upcoming market trends or innovations in your field? Do you plan to incorporate these trends and innovations into your business and marketing?
What metrics do you use to measure success for marketing and advertising?
What's the top 3 ways we can exceed your expectations?
SCHEDULE A CALL

We will call you within 2 hours, Monday-Friday. Closed on Sat-Sun to be with our families, unless by special appointment.
What is the best date & time for us to contact you (ET)?

MonthDayYear
Date
Hour MinutesAM/PM Option
FEEDBACK & IMPROVEMENT
How did you hear about Steadfast Marketing?
If we were referred, which individual and company referred Steadfast Marketing to you? We would love to show our appreciation to them.
Why did you select Steadfast Marketing? What can we do to ensure a smooth, satisfactory process for you?
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Steadfast Marketing Information Sheet

CLIENT CONTACT INFORMATION