Branding Department Onboarding
This form is here to help us properly scope the work before building your proposal. The aim is to get clear on goals, systems, list quality, segmentation, and practical needs so the proposal reflects what is actually required, without bloat.
Section 1
Contact & Communication
Company
*
Your Name
*
First Name
Last Name
Main Email
*
example@example.com
Main Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Website
*
Primary Contact (who do we go-to during our work together? Person responsible for approvals)
*
First Name
Last Name
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Section 2
Core Goals
Order this list to rank your GOAL priorities (click and hold to move each option)
*
In terms of actual numbers (revenue, user growth, bookings, etc), what does 'success' look like 1 year from now once email marketing has been implemented?
*
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Section 3
Audience
Which audiences do you want email marketing to speak to? (choose all that apply)
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property owners
past guests
current guests
inquiring owners who did not convert
Other
For GUEST communication, which stages matter most? (choose all that apply)
*
pre-stay
during stay
post-stay
repeat booking follow-up
Other
For OWNER communication, which stages matter most? (choose all that apply)
*
pre-stay
during stay
post-stay
repeat booking follow-up
Other
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Section 4
Systems & Tools
Please list all software used in your current system (CRM, email, bookings, automation, AI, SEO, Design)
*
This information helps us develop integrations and establish workflow and time needed
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Section 5
Lists & Data
How many contacts do you have in the following demographics?
*
Demos: total #, owners only, customers only, service providers
Please list any email segments you are currently using.
*
eg: Multi Stay, single people, families, high frequency, etc
Do you believe any part of your list(s) may need cleanup before use?
*
Yes
No
Are there any known issues with consent, contact quality, duplicates, or outdated contacts?
*
Yes
No
You chose 'Yes' - Please elaborate
*
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Section 6
Brand Recognition & Risk
Do you expect some contacts may not recognize your brand when emailed?
*
Yes
No
Are there any compliance concerns, service provider regulations or existing contracts that would govern how email marketing is executed, tracked or managed?
*
If not, type NO
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Section 7
Content & Execution
Ongoing service provision (choose all that apply)
*
Strategy
Execution
All
Other
Will we supply creative? (choose all that apply)
*
Images
Videos
Graphics
Copy (text)
Other
Which email type are you looking to send out? (choose all that apply)
*
owner nurture drip
guest pre-stay flow
guest post-stay flow
repeat booking flow
re-engagement campaigns
seasonal campaigns
Other
We may need to create and manage accounts with email service providers on your behalf. Are you ok with that?
*
Yes
No
You chose 'No' - Please list the email service we will use that you already have an account with.
You chose 'Yes' - Do you have a preference for a particular email service provider (choose all that apply)
*
MailChimp
Constant Contact
No / Doesn't matter
Other
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Section 8
Reporting
Order this list to rank your METRIC priorities (click and hold to move each option)
*
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Section 9
Revenue & Value
These are optinal but help us understand revenue and profit growth over the life of our work.
Rows
How much?
Approximate average booking value per guest stay
Approximate average revenue earned per DIRECT booking
Approximate COST acquiring one new property owner/client
Approximate ANNUAL revenue per property owner/client, if known
Approximate lifetime value of a repeat guest, if known
Approximate lifetime value of a property owner/client, if known
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Section 10
Getting Started & Time
Is there a target start date for this work?
*
Yes
No
You chose 'Yes' - Choose preferred start date for first email send out
*
-
Month
-
Day
Year
Date
At this stage, is there anything else we should know before we send our proposal for services?
*
If not applicable please type 'No'
Submit
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