OnBoarding

Let’s get to know each other a little better. Please fill out as many of the below questions as possible so we can get things rolling!

Client NamePhone numberEmail Address

Services and Product Offerings

What are your current services or products? Are there any new services or products you plan to introduce soon?What are the unique selling points for your main services or products?

Marketing and Promotional Materials

Do you have existing marketing materials?Can you share your current and past marketing campaigns?What marketing channels have you used?

Digital Assets and Online Presence

Do you have a website?What social media platforms are you active on?Do you have any digital assets ready to use (images, videos, blog content)?

Customer Engagement and Feedback

How do you currently engage with your customers?Do you collect customer feedback?

Sales Process and Customer Journey

Can you describe your sales process?What does the customer journey look like for your main services or products?

Performance Metrics and Goals

What metrics do you track to measure success?What are your short-term and long-term marketing goals?

Challenges and Opportunities

What are the biggest challenges you face in marketing your services or products?Where do you see the biggest opportunities for growth in your market?