Thank you for taking the time to complete our Client Onboarding Questionnaire.
The following questions are to ensure a seamless transition, clear communication, and alignment on campaign goals, assets, and expectations, setting the foundation for a successful partnership.
Business Name
*
Your Email Address
*
example@example.com
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Contact information for invoicing
Name
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Billing Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
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Contact information for design approval if necessary
Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
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Marketing objectives
Primary goals (brand awareness, lead generation, sales, etc.)
Short-term and long-term marketing expectations
Success metrics and key performance indicators (KPIs)
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Target audience
Demographics (age, gender, location, income, interests, etc.)
Customer pain points and needs
Competitor analysis and differentiation
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Brand guidelines & assets
Logo File(s)
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Please provide vector artwork of your logo(s) - EPS, PDF, or SVG or high resolution rasterized artwork is also acceptable - JPG, PNG
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Brand Guidelines
Your Brand Guidelines document(s)
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or explain your Brand Guidelines here
Previous marketing materials
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Please provide some marketing materials that utilize your brand guidelines well.
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Key messages and value propositions
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Advertising history & results
Advertising agreements
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Please provide any existing agreements in place with advertising vendors. Please also provide any data or reports you've received.
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Advertising data and reports
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Please also provide any data or reports you've received.
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Compliance & legal considerations
Industry-specific Regulations document(s)
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or explain your Industry-specific regulations here
Required disclaimers or legal language document(s)
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or explain your required disclaimers or legal language here
Restrictions on imagery or messaging document(s)
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or explain your restrictions on imagery or messaging here
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Thank you for completing our Client Onboarding Questionnaire. We look forward to working with you!
Include any additional comments here before submitting your questionnaire.
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