THE BASICS

First Name

THE BASICS

Last Name

THE BASICS

Organization

THE BASICS

Phone *

THE BASICS

Email *

THE BASICS

Website

OVERVIEW QUESTIONS:

ENTER YOUR RESPONSE AND CLICK 'NEXT'.

Who is our main client contact and what is their contact information? Who else should be copied on email communication?

OVERVIEW QUESTIONS:

What does success look like for our relationship?

OVERVIEW QUESTIONS:

When working with agencies before, what went well? What didn’t?

OVERVIEW QUESTIONS:

What is your biggest marketing obstacle?

OVERVIEW QUESTIONS:

Do you have any other existing partners that it would make sense to connect us with?

OVERVIEW QUESTIONS:

What are your priority products/services?

OVERVIEW QUESTIONS:

Are there business goals or targets?

OVERVIEW QUESTIONS:

Are there marketing goals or targets?

OVERVIEW QUESTIONS:

What can you tell us about the vision for your company?

OVERVIEW QUESTIONS:

Any upcoming or current promotions?

OVERVIEW QUESTIONS:

Is there an annual marketing calendar or existing editorial calendar?

OVERVIEW QUESTIONS:

How does marketing support the company’s innovation efforts?

OVERVIEW QUESTIONS:

How does your marketing team work with your sales team?

OVERVIEW QUESTIONS:

Is there any seasonality in your business?

Yes

OVERVIEW QUESTIONS:

Who are your top competitors?

OVERVIEW QUESTIONS:

Is there anything your competitors are doing digitally that you are envious of?

OVERVIEW QUESTIONS:

Do you do reporting of your marketing (digital or otherwise) efforts? If so, please send recent reports. *

YES

OVERVIEW QUESTIONS:

What is your fiscal year? How often and what times of the year do you conduct marketing planning?

BRAND & CUSTOMER

How would you describe your brand's mission or purpose?

BRAND & CUSTOMER

How would you describe your brand voice and tone?

BRAND & CUSTOMER

Please share your brand book or any info on official fonts/colors, etc.

click to upload here

BRAND & CUSTOMER

How would you describe the company's core customer in terms of interest and behaviors?

BRAND & CUSTOMER

Please share existing persona docs, demographics, customer insights

BRAND & CUSTOMER

Do you have a target audience you do not currently reach, but would like to (i.e., not covered by persona docs)?

BRAND & CUSTOMER

Describe creative assets you already have for digital marketing.

BRAND & CUSTOMER

What brands do you admire?

BRAND & CUSTOMER

How often do you talk to your customers?

CHANNEL - SEO/WEBSITE

Describe your previous experience with SEO. What has worked/hasn't? Has there been an SEO audit or any other work that you could share? Are there any known SEO-related issues that you are aware of?

CHANNEL - SEO/WEBSITE

What kinds of search terms would you like your website to show up for?

CHANNEL - SEO/WEBSITE

Are there any domains/URLs outside of your primary website that we should be aware of?

CHANNEL - SEO/WEBSITE

When is the last time you redesigned your website and/or are you planning a site migration?

CHANNEL - SEO/WEBSITE

Do you have a keyword list?

Yes

I have no idea

CHANNEL - SEO/WEBSITE

What Content Management System (CMS) is your website on?

CHANNEL - SEO/WEBSITE

Is Google Analytics your primary analytics platform?

Yes

We don't have analytics yet

CHANNEL - SEO/WEBSITE

Are there any known discrepancies or peculularities in your Analytics data we should be aware of? Are Goals and/or eCommerce tracking accurate?

CHANNEL - PAID

What channels are you currently advertising on?

CHANNEL - PAID

What has worked from a paid perspective?

CHANNEL - PAID

What is your CURRENT monthly ad budget?

CHANNEL - PAID

How have you been allocating budgets to each channel to date?

CHANNEL - PAID

What is your average paid cost per acquistion? What is your desired paid cost per acquistion?

CHANNEL - PAID

What products (if any) have you sold successfully through paid media?

CHANNEL - PAID

What product/lines are a priority to focus on in paid promotion? Most popular or profitable.

CHANNEL - PAID

Do you have an attribution model?

Yes

I don't know

CHANNEL - PAID

What is your ad approval process? Is there a need for approval by your legal team?

CHANNEL - PAID

How do you define success of your paid media efforts?

CHANNEL - PAID

Please upload any recent ad plans or budgets for reference in reporting

CHANNEL - EMAIL

What email service provider do you use?

CHANNEL - EMAIL

What does your email program look like? How often are you sending emails?

CHANNEL - EMAIL

How big is your list? Are you doing any segmentation?

CHANNEL - SOCIAL

What channels are you active on? What do you think works well?

CHANNEL - SOCIAL

Are you running an influencer/ambassador program? If so, add details

CHANNEL - OTHER

Do you have a PR agency?

Yes

CHANNEL - OTHER

What marketing technology platforms do you use (website CMS, blog, CRM, email, marketing automation, etc.)

CHANNEL - OTHER

What is the size of your database? How many customers vs. prospects?

CHANNEL - OTHER

How would you evaluate the health of your data?

CHANNEL - OTHER

How well segmented is your database?

eCommerce

What ERP do you use? If not a centralized ERP, what software do you use to address things like - CRM - Financials - Inventory Management - Customer Service?

eCommerce

When it comes to reporting on revenue - what is your single source of truth? - Are there any other revenue tracking sources you use to compliment?

eCommerce

What are the metrics you use to measure your success?

eCommerce

What are your average margins for ecomm sales? By product category if difference is significant

eCommerce

What percentage of your overall revenue comes from DTC ecomm?

eCommerce

Are you on Amazon or any other 3rd party ecommerce storefront?

eCommerce

How is your payment information currently processed?