Digital Marketing
Onboarding Form

Welcome to Bespoke Consultants! To provide you with a tailored digital marketing plan that aligns with your business goals, please complete this onboarding form. The information you provide will help us understand your needs and craft a strategy that delivers results.

Company Information

Company Address

City

State

Country

Postal code

Brief Description of Services

Business Goals and Objectives

What are your primary business goals for the next 6-12 months? (Select all that apply)

Increase Sales by ____%

Expand into new Markets

Launch New Products/Services

What challenges are you currently facing in achieving these goals?

What does success look like for your business?

Target Audience and Market

Who are your target customer?

Do you have customer personas or profiles already developed?

Are you planning to target new markets?

Which geographical areas or markets do you currently serve?

Demographics

Location

Income Level

Psychographics

Pain Points

Competitive Landscape

Who are your main competitors?

What differentiates your business from your competitors?

Have you conducted a SWOT analysis?

Branding and Identity

Do you have an existing brand identity?

Do you have a Logo?

If yes, please attach

Color Scheme

Typography/Fonts

Do you have a Brand Guidlines / Style Guide

If yes, please attach

Brand Attributes

Are there any taglines or slogans associated with your brand?

Website Information

2. What is the primary purpose of your website? (Select all that apply)

Information/Brand Awareness

Lead Generation

E-commerce/Sales

Customer Support

Current Website Features

Desired Features/Improvements

Do you have analytics set up on your website?

Content Marketing

Do you have an existing content strategy?

What topics are most relevant to your audience?

Are there industry keywords or phrases important to your business?

SEO and SEM

Have you conducted keyword research before?

If yes, please attach the keyword list

Do you have an existing SEO strategy?

If yes, please attach

Have you run PPC (Pay-Per-Click) campaigns before?

Are there specific keywords or phrases you'd like to target?

Social Media Marketing

Do you have a social media strategy?

If yes, social media strategy

Do you have any paid social media campaigns running?

Which social media platforms are you currently using?

Facebook
Instagram
Twitter
LinkeIn
YouTube
Pinterest
Other

Email Marketing and Lead Nurturing

Do you have automated email workflows set up?

Analytics, Reporting, and KPIs

Global Expansion and Localization

Do you have content translated/localized for these markets?

Do you have local representatives or offices in these regions?

Continuous Growth and Innovation

Are you interested in exploring emerging marketing channels?

Influencer Marketing

Podcast Advertising

Virtual/Augmented Reality

Chatbots/AI Integration

Do you collect customer feedback regularly?

Are there any technologies or tools you're interested in implementing?

Acknowledgment and Signature

By signing below, you confirm that the information provided in this form is accurate and complete to the best of your knowledge. You acknowledge that Bespoke Consultants will rely on this information to develop a tailored digital marketing plan for your business

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