New Client Onboarding

We can’t wait to work with you! The first step is for the key members of your team to complete the questionnaire below. We know – it’s a lot of questions. You can click the “Save & Continue” button and return to finish the form later. This is also a great way to collaborate with others to ensure you’re submitting one form with the most complete information possible.

Please try to answer each question completely, but don’t stress! If something isn’t applicable or you’re unsure, just let us know that in the blank.

Once you submit your answers, our team will review and get in touch with the next steps.

New Client Onboarding

GENERAL QUESTIONS ABOUT YOUR BUSINESS

Business Name

What products or services do you offer?

How long have you been in business?

How many team members do you have?

MORE GRANULAR INFORMATION ABOUT YOUR BUSINESS

What are the unique selling points of your business?

What problem(s) does your business solve?

What is your brand personality?

For example, are you fun? Serious? How would other people describe your business when you're not around? What are your team members' personalities like?

Who are your main competitors?

How does your business differentiate from your competitors?

What are the biggest challenges your business is currently facing?

How do you plan to innovate and stay ahead of the curve in your industry?

CURRENT & PREVIOUS MARKETING INITIATIVES

How do you currently market your products or services?

Have you ever tried any promotions or incentives for your business? What were the results?

How does your business utilize social media?

Does your business have a website? How do you use it? Is it regularly updated and are you able to make those updates, or are they outsourced?

Are there any limitations or constraints that affect or might affect your marketing efforts?

For example, proprietary new technology that cannot be showcased to the public yet, etc.

YOUR CUSTOMERS

What are the demographics of your target audience?

Please consider age, education level, income, gender, marital status, employment status, etc.

How do you measure customer satisfaction?

What are the most common pain points that your customers face and how do you address them?

How do you currently engage with your customers?

What are some keywords and phrases that resonate with your target audience?

How does your business align with current consumer trends in your area?

YOUR FUTURE

What are your 5- and 10- year business goals?

How do you or will you measure success in your marketing campaigns?

Are there any new products or services that you plan to launch in the near future?

How do you plan to stay competitive in the future?

How scalable is your business and what are the growth opportunities?

What are the biggest challenges you anticipate facing and how do you plan to overcome them?

YOUR FINANCIALS

Please note: the information you provide here is strictly confidential, and is used to measure results of future marketing initiatives.

What is your current revenue and what is your projected revenue for the next 1-3 years?

What are your current profit margins and how do you plan to increase them?

What kind of key performance indicators do you track and how do they align with your financial goals?

What is your customer acquisition cost?

To calculate customer acquisition cost, determine your timeframe (1 month, 1 year), look at your total sales and marketing cost and divide that number by the number of new customers you acquired during the same time period.

What is your customer’s average lifetime value?

To calculate lifetime value, multiply the average value of an interaction (sale, retainer engagement, appointment, etc.) by that customer's average interactions over a lifetime. This will likely be an educated guess!

CLOSING

What are your expectations from a marketing firm?

Is there anything else you’d like to tell us?