Clean Up Marketing
New Client Onboarding Form
Section 1: Company Information
Company Name
Website URL
Year Founded
Number of Employees
Social Media
Enter the links for your social media channels
Linkedin
https://www.linkedin.com/company/??????
Instagram
https://www.instagram.com/??????
X (Formally Twitter)
https://x.com/???????
Facebook
https://www.facebook.com/??????
Youtube
https://www.youtube.com/@??????
Other Social
Company HQ Location
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Primary Contact Information
Primary Contact
Additional Decision Makers / Stakeholders
Stakeholders
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Section 2: BusinessOverview
Brief company description and mission:
Core product(s) or service(s):
Stage of Business
Pre-seed
Seed
Series A
Series B
Later
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Section 3: Target Customers / Audience Overview
What industries or organizations will purchase your solution?:
Primary buyers and decision-makers: Who is the decision maker within the organization that will purchase your solution (there can be more than one) including: what’s their job title, what’s their age, education level, tenure, etc.?
How have you been contacting buyers and decision makers?
Are you also trying to reach?
Investors
Policy Makers
Partners
Media
Talent
Other key audiences or stakeholders:
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Section 4: Brand and Messaging
What’s your 30-second elevator pitch to potential investors and customers?:
What problems are you solving for customers?:
What makes your solution unique or innovative?:
Who is your market competition?:
Share with your existing brand assets such as Logo, Brand guidelines, Pitch deck, Marketing collateral with us
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Section 5: Marketing Goals
Top 3 marketing priorities over the next 6–12 months:
Upcoming events, launches, or deadlines:
Key performance indicators (KPIs) currently tracked:
Growth or fundraising goals (e.g., revenue, user targets, capital):
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Section 6: Marketing Activities
What marketing efforts you have tried in the past?
Which channels have worked best—or not at all?:
Marketing Staff and Tools
What type of marketing staff do you currently have? Check all that apply
What tools and platforms are you using?
I,e Mailchimp, Canva, Adobe, Sales Force etc.
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Section 7: Sales & Fundraising
Are you currently fundraising or planning to soon?:
Typical sales cycle length:
Sales process or CRM in use:
What are the two most common objections to buying your technology/service?:
Do you have a go-to-market strategy, and if so please explain it:
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