New Client Onboarding Form - Clean Up Marketing

1

Company Name

2

Website URL

3

Year Founded

4

Number of Employees

5

https://www.linkedin.com/company/??????

6

Instagram

https://www.instagram.com/??????

7

X (Formally Twitter)

https://x.com/???????

8

Facebook

https://www.facebook.com/??????

9

Youtube

https://www.youtube.com/@??????

10

Other Social

11

Business Address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

12

Primary Contact

13

StakeholdersEnter the names of additional stakeholders

14

Brief company description and mission:

15

Core product(s) or service(s):

17

What industries or organizations will purchase your solution?:

18

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.?

19

How have you been contacting buyers and decision makers?

21

Other key audiences or stakeholders:

22

What’s your 30-second elevator pitch to potential investors and customers?:

23

What problems are you solving for customers?:

24

What makes your solution unique or innovative?:

25

Who is your market competition?:

26

Share with your existing brand assets with us Logo, Brand guidelines, Pitch deck, Marketing collateral etc..

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

27

Top 3 marketing priorities over the next 6–12 months:

28

Upcoming events, launches, or deadlines:

29

Key performance indicators (KPIs) currently tracked:

30

Growth or fundraising goals (e.g., revenue, user targets, capital):

31

What marketing efforts you have tried in the past?

32

Which channels have worked best—or not at all?:

33

What type of marketing staff do you currently have? Check all that apply

34

What tools and platforms are you using? I,e Mailchimp, Canva, Adobe, Sales Force etc

.

35

Are you currently fundraising or planning to soon?:

36

Typical sales cycle length:

37

Sales process or CRM in use:

38

What are the two most common objections to buying your technology/service?:

39

Do you have a go-to-market strategy, and if so please explain it: