New Client Intake Form

Basic Info - information

Name *

First

Last

Address

Address Line 1

Address Line 2

City

State

Zip Code

Phone

Email *

Discovery - Information

Company Name

Company Address

Address Line 1

Address Line 2

City

State

Zip Code

Company Phone Number

Company Email *

What does your company do

Are you currently active on social media, either for your business or personally?

Yes
No
Need to Create

Do you have a company website

Do you have a domain

Do you work with another agency at the moment

Have you worked with another agency in the past

Do you have a google business profile?

Are you backlinking?

Do you have an SEO program?

Do you have an official phone number for campaigns?

Personal Brand Information

Do you have a slogan?

Do you have a vision statement?

Do you have a mission statement?

Do you have an elevator pitch?

Do you have an about section?

What is your value proposition?

Do you have foundational platforms?

Do you have your own content?

Do you have your own visual identity?

If your brand has a color scheme, what is it? If not, what would you like it to be?

If your brand has a typography, what is it? If not, what would you like it to be?

Do you have brand applications?

Do you have social executions?

Advertising Information

Do you or have you ran Google Ads for your business?

Do you plan on running Google Ads for your business?

Who are your competitors?

Who are the business' main competitors? We ask this so we can analyze their advertising strategies and discover ways to outperform them. We can also estimate how much they are spending on Google Ads, and that can help inform us on current and future budget decisions.

Where would you like your ads to appear? (Geo Location)

Where would you like the ads to appear? We can target by zip code, city, state, country, and continent.

Who is your target audience?

Who should ads be shown to? Please include any notes on demographics, what sites the target market visits regularly, interests the target market has/shares, etc.

What are your ad focus areas?

Are there any specific products and/or services to focus on? If you want to run a YouTube video ad, please note that here.

What is your desired ad schedule?

Do ads need to run on a schedule? If so, please list details here.

Max. Acceptable CPA

What is the most that should be spent on acquiring a new customer through these campaigns?