Skip to content
New Client Intake Form
Please enable JavaScript in your browser to complete this form.
Basic Info - information
Name
*
First
Last
Address
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Phone
Email
*
Discovery - Information
Company Name
Company Address
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
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
Which platforms are you on?
Please specify which social media platforms you are currently on.
Do you have a company website
Yes
No
Do you have a domain
Yes
No
Where is your website hosted
(Required for GTM Tags and Pixels)
Company Website URL
Do you work with another agency at the moment
yes
no
Have you worked with another agency in the past
yes
no
Name of other agency
Do you have a google business profile?
Yes
No
Are you backlinking?
Yes
No
Do you have an SEO program?
Yes
No
Who handles your SEO program?
Do you have an official phone number for campaigns?
Yes
No
Phone number for Campaigns
Personal Brand Information
Do you have a slogan?
Yes
No
What is your slogan?
Do you have a vision statement?
Yes
No
What is your vision statement?
Do you have a mission statement?
Yes
No
What is your mission statement?
Do you have an elevator pitch?
Yes
No
What is your elevator pitch?
Do you have an about section?
Yes
No
What is your about section?
What is your value proposition?
Do you have foundational platforms?
Yes
No
What are your foundational platforms?
Do you have your own content?
Yes
No
Please describe the types of content you have an any other helpful information.
Do you have your own visual identity?
Yes
No
Please describe your 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?
Yes
No
What brand applications do you have?
Do you have social executions?
Yes
No
What social executions do you have?
Advertising Information
Do you or have you ran Google Ads for your business?
Yes
No
Do you plan on running Google Ads for your business?
Yes
No
Goals and Expectations with Advertising
What is the business looking to achieve through Google Ads? How will the success of this campaign be measured?
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.
What is your monthly ad budget?
$500 - $5000
$5000 - $10,000
$10,000 - $15,000
$15,000 - $20,000
$20,000+
What is the monthly ad spend for this account? We can help you decide if you’re not sure.
Max. Acceptable CPA
What is the most that should be spent on acquiring a new customer through these campaigns?
Please select all Epics needed for this Client project. (Leave all pre-checked boxes.)
Account Management
Accounting
Advertising Campaign
Affiliates
Business Marketing Material / Presentations
Development
Editorial
IT
Jira
Legal
Local Search
Micro Tasks
Onboarding
Policies and Procedures
Prospecting
Reporting
Research and Development
Sales
SEO
Social Media Management
Store Management
Tooling
Training
Video Content Management
Websites
Please add any necessary Account Management tasks required for this Client.
Who is responsible for the above Account Management tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please select all Accounting tasks required for this Client.
Create Recurring Invoices
Create Recurring Receipts
Please add any other necessary Accounting tasks required for this Client.
Who is responsible for the above Accounting tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Advertising Campaign tasks required for this Client.
Who is responsible for the above Advertising Campaign tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Affiliates tasks required for this Client.
Who is responsible for the above Affiliates tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Business Marketing Material / Presentations tasks required for this Client.
Who is responsible for the above Business Marketing Material / Presentations tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please select all Development tasks required for this Client.
Connect GBP, Facebook, and Twitter
Enable External URL
Please add any other necessary Development tasks required for this Client.
Who is responsible for the above Development tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Editorial tasks required for this Client.
Who is responsible for the above Editorial tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary IT tasks required for this Client.
Who is responsible for the above IT tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Jira tasks required for this Client.
Who is responsible for the above Jira tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Legal tasks required for this Client.
Who is responsible for the above Legal tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please select all Local Search tasks required for this Client.
Run Heat Map
Please add any other necessary Local Search tasks required for this Client.
Who is responsible for the above Local Search tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Micro Tasks required for this Client.
Who is responsible for the above Micro Tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please select all Onboarding tasks required for this Client.
Hold Onboarding Call with Client
Create 1Password Vault
Populate 1Password Vault
Create Google Drive
Upload Client Content to Google Drive
Gain Delegate Access to Social Media Accounts
Create Missing Social Media Profiles
Create Phone Number for Account Authorizations
Delegate Social Media Access to Appropriate Internal Users
Create GMail in 041 Workspace
Onboard to SEM Rush
Keyword Research
Connect Synops
Customize Client Project and Recurring Lables
Prepare Content Plan
Prepare Shot List
Onboard Vendors
Hashtag Research
Create Google Ads Account
Onboard to RingCentral
Create Monthly Calendar
Have Client Complete Intake Forms for Products
AIOSEO/WP-Optimize/MonsterInsights Setup on Websites
Obtain Talkatone Number for Clients
Please add any other necessary Onboarding tasks required for this Client.
Who is responsible for the above Onboarding tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Policies and Procedures tasks required for this Client.
Who is responsible for the above Policies and Procedures tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Prospecting tasks required for this Client.
Who is responsible for the above Prospecting tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please select all Reporting tasks required for this Client.
Prepare Status Update Report (Reputation Management, Advertising, Local Search)
Please add any other necessary Reporting tasks required for this Client.
Who is responsible for the above Reporting tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Research and Development tasks required for this Client.
Who is responsible for the above Research and Development tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please select all Sales tasks required for this Client.
Schedule Reporting
Prepare and Send Estimate
Create Performance Reports
Share Performance Reports
Please add any other necessary Sales tasks required for this Client.
Who is responsible for the above Sales tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary SEO tasks required for this Client.
Who is responsible for the above SEO tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please select all Social Media Management tasks required for this Client.
Collect Media Content
Create Generic Content Calendar
Research Trending Videos
Obtain Video from Client
Obtain Stock Video
Edit Video
Edit Audio
Add Text to Video
Create Custom Images
Upload Content Calendar
Send for Approval
Post Trending Content
Re-queue
Complete Social Posting
Please add any other necessary Social Media Management tasks required for this Client.
Who is responsible for the above Social Media Management tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Store Management tasks required for this Client.
Who is responsible for the above Store Management tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Tooling tasks required for this Client.
Who is responsible for the above Tooling tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Training tasks required for this Client.
Who is responsible for the above Training tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please add any necessary Video Content Management tasks required for this Client.
Who is responsible for the above Video Content Management tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Please select all Website tasks required for this Client.
Update Plugins
Setup Domains
Setup Client Email
Obtain or purchase URL
Complete The Web Design Client Questionnaire
Please add any other necessary Website tasks required for this Client.
Who is responsible for the above Website tasks?
Alee Armaghan
Eric Liboiron
Gabrielle Gerbus
Joey Magri
Luca Bizzarro
Savanna Spieckerman
Submit