Official Business Name
*
Official Business Address
*
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Email
*
Describe The Nature Of Your Business In One Sentence
Top Values Of Company
Who are your primary customers?
ex. age, gender, income, profession, etc
Is there a unique story behind your business, name, or logo?
What is the primary message you want to convey to your customers or clients?
Which of the following KPI's best represent your objectives.
Select Top 5
Leads
E-commerce Sales
Content Interaction
Community Building
SEO: Organic Search Brand Prominence
Events
Promotions
PR
Site Traffic
Brand Awareness
What are your main objectives/business goals?
How do you measure good business performance vs. bad business performance?
What is an acceptable cost per acquisition (CPA)? How much are you willing to pay for a new customer and/or a new lead?
Who are the primary targeted audience/customers?
Who are your competitors?
Describe your key differentiating factors from competition.
What are your best markets and why?
Do you deal with any terms of services, legal, or industry specific regulatory issues for public marketing?
Yes
No
What do you think makes your marketing trickier than most?
What do you think makes your marketing easier than most?
Is there anything else you want us to know? Big picture stuff
What kind of advertising(Digital/Not Digital) is your company currently doing?
What tools are you currently using, if any, are you currently using?
Google Ads
Facebook Ads
Google Analytics or Analytics 360
Google Tag Manager
Adobe Marketing Cloud
ScreamingFrog
IBM Coremetrics
Internal Tools using Google AdWords API or Analytics API
HootSuite
Constant Contact
Moz Tools
AdRoll
Tealium
Google Search Console
Data Studio
Power BI
Klayvio
Other?
What advertising have you discontinued or suspended? What advertising do you plan to discontinue?
What types of agencies do you use, and for what purposes?
What is your current or anticipated monthly digital marketing spend?
$300 - $1000
$1,000 - $5,000
$5,001 - $10,000
$10,001 - $25,000
$25,001 - $50,000
$50,001+
Select which social media platforms your business is currently a part of.
Facebook
Twitter
Instagram
LinkedIn
Pinterest
YouTube
Google+
Yelp
Snapchat
Tumblr
Other:
How do you manage your social media platforms?
Do you currently run any of the follow paid social marketing tools?
Facebook Ads/Promoted Posts
Instagram Ads/Promoted Posts
Twitter Ads/Promoted Posts
LinkedIn Ads/Promoted Posts
Pinterest Ads/Promoted Pins
Youtube Video Ads/Search Ads/Display Ads
Other:
How do you feel about the ROI you receive from the paid social marketing tools above?
Do you believe you get the right amount of organic traffic from Google?
What do you currently do for Search Engine Optimization (SEO)?
What search terms, words or phrases would you expect people to search for to find your business on Google and which would you like to show up for?
When was the last time your website underwent an SEO Audit?
Where do you currently do business? (zip codes, radius, city, county, state's, countries, etc…)
What market areas do you want to enter in the near feature? Distant future?
What languages do you market in/to? (Do you have translation teams or local speakers?)
What do you want a person to do when they come to your website?
Are there particular pages on the site you want potential customers to visit?
How easy is it for you to make changes on your website or access the backend?
What campaigns/strategies have been most successful?
i.e Facebook is our best channel.
What campaigns/strategies have been least successful
i.e Facebook is our worst channel
Are there any active campaigns that you must have running at all times?
i.e are there any campaigns that I should not touch or edit
Are there any areas that need urgent attention
i.e We need to ramp up in Portland.