New Marketing Client Intake Form

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First Name

Last Name

Email Address

Phone Number

What is the name of your company?

Which of the following best fits the #1 marketing goal of your company right now?

Increase Social Media Following

Improve Brand Awareness

Increase Client Lead Aquisition

Launch a New Product or Service

Reduce Churn (Retain Clients/Customers)

Increase Web Traffic

Have you done any marketing in the past?

Yes

What type of marketing have you done? Check all that apply.

Organic Social Media Content (No Ad Spend)

Social Media Marketing (Posting + Ad Spend)

Google AdWords

Lead Generation

Email Marketing

Direct Mail Marketing

Other

Please explain.

On a scale of 1-5, how important has marketing strategy been for you up to this point?

With 1 being the least important and 5 being the most important.

Tell me about your marketing so far. What have you been doing strategy-wise? What's working, not working, etc.?

Give me a brief idea of what your marketing plan has looked like in the past.

What has been the hardest part about putting together your content and marketing strategy up until this point?

What are some of your biggest struggles with your marketing?

Let's move on to your brand & digital presence, i.e. your fonts, colors, website, social media channels, review platforms, etc.

Do you have brand fonts in place?

Yes

What are they?

What are they? Do you have the actual codes?

Do you have brand colors in place?

Yes

Do you currently have a website?

Yes

What's the link for it?

https://

What platform is your website?

Wordpress

GoDaddy Website Builder

Wix

Squarespace

Kajabi

Other

Do you currently have a blog?

Yes

How many blog posts are published a month, on average?

Choose
Never
Once Per Month
2+ Per Month
Weekly
Daily

What is the #1 goal for your blog right now?

Establish expertise in you industry

Drive traffic to your website

Bring in more leads to your product/service

Improve your SEO performance

Other

Do you already know who your soulmate client (target audience) is? Do you know who you should be marketing to?

Yes

Do you know what platforms/social media channels you should be utilizing?

Yes

Which ones? Mark all that apply.

Website

Facebook

Google My Business

Instagram

Yelp

Twitter

SnapChat

Other

What tone would you like your brand to have throughout your content and marketing materials?

Choose
Laid back and humorours with minimal slang (gonna, you're, what's, etc.)
Casual, but professional and no slang ("you are" not "you're")
Super professional, very formal (like a Doctor's Office)

List your top 3 competitors and how you compete with them. (optional)

Give me a brief description of who they are, what they're doing well, what they're doing badly, & provide links to their social media channels or website if possible).

My number one competitor is:

Why?

My second biggest competitor is:

Why?

My third biggest competitor is:

Why?

What is the biggest reason you're bringing me in to help with your marketing? Anything you'd like to add or anything I may have missed?

Not sure what your brand is missing?

Grab my free Brand Audit Checklist & dust off your intuition, it's time to uncover where your soul-infused brand needs some alignment work.

Success!

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Last Name

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