CLIENT ONBOARDING

Tell us about you!

In this form, we’re looking to learn about what makes your business unique. Here, we want to learn more about where you exceed, yearn to improve and most importantly, how we can better help you flourish.

Business Name

Preferred Phone Number

(###)

###

####

Describe your business

What is your objective? What are your goals? What products/services do you specialize in? Are there any particular factors that influence your performance?

What are you most proud of in your business?

This is your time to shine, let us know what you're most proud of in terms of values and performance in your business.

In which areas of your business would you like to increase performance?

These could include specific pain-points, underperforming services, or anything you feel could use some work.

How long have you been in business?

Describe your demographic

Who are your customers/clients? Is there a specific age demographic and if so, what is it? Are there any recurring attributes of your clients? Where do you currently source your clients?

What platform(s) do you use the most for your business?

Facebook

Instagram

Other

What platform(s) would you like to improve upon / expand onto?

Have you ever published a marketing / media campaign in the past?

This can include an online ad campaign, give-away, community events, newspaper ads, etc.

Yes

If yes, what kind of campaign? Were you happy with it's performance?

Please include any details about the campaign that stand out in your mind.

What goals / expectations would you like us to help you achieve?

This can be performance goals, a specific creative strategy, or any other metrics you would like to accomplish.

CLIENT ONBOARDING

Tell us about you!

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