New Websites
Client Intake Form
Company/Client Info
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Business Name
Business Email
Business URL
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Name and Title of Main Contact
Preferred Contact Method
Email
Phone Call
Text Message
Google meet/zoom
Facebook Page
Instagram Handle
TikTokHandle
Twitter Handle
YouTube Channel Handle
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Brand/Identity
How would you describe your brands personality?
Do you have Brand Guidelines?
Yes
No
Upload Brand Guidelines
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Upload a logo if available
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Primary brand colors
Preferred font
Do you have any tag lines or surveys?
Describe what makes you unique.
Why you and not another company in the area?
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Product, Service, and Audience
Explain your main product or service
Average price point of your service
Explain your ideal customer
What is your target market location list addresses, city names, ZIP Codes, etc.
Any current promotions, discounts, or sales?
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Current marketing and competition
How are we currently marketing?
if you have analytics or pass performance data please put it here
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Tell us who you’re top competitors are these can be websites,Google business profiles, names, etc.
Explain your past experience with other agencies?
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Lead management
do you currently have a CRM system? If so, which one we will need access to this
How do you currently follow up with leads?
do you want automations going off with emails and text messages for clients who come in off of marketing efforts?
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After the completion of this form we will send you a Google drive folder made specifically for you and your business. This is where you’ll drop all photos and videos of the business
Okay
We will be setting up all pixel,tag managers, ad managers, crm access / accounts, and other tools and resources needed for marketing. We will be getting access to all of this stuff on our onboarding call.
Okay
Anything else we should know?
Submit
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