Client Onboarding Questionnaire

Please fill out the requested information below. This information will be used during the project kickoff call, in order to better understand your company and all details needed for the project and future marketing services.

If questions do not apply, please indicate this by typing NA in the text field.

Information About Your Company

Who is the primary point of contact?
What is this person’s contact information?
What’s the preferred method of communication?
What is the best time of day for contact?
What is your domain name? If you do not have one, I can assist you in purchasing one.
Do you have any supporting documents to share, such as marketing material or a company one-page?
Please attach the company logo in a high resolution file type. .ai,.pdf,.eps or 300 dpi .jpg

Marketing Information

What is your company’s vision for the future and mission statement?
What are your short and long-term goals as a company?
Who is your target audience?
Who are your top competitors?

Project Information

What goals have you set for this project?
What metrics will you track to measure results?
Do you have a deadline?
Have you previously tracked a similar project, either in-house or with another agency?

General Information

What excites you most about working with our company?
What can we do from a customer support perspective to ensure that you get what you want?
How did you find our company? Online Search, Referral, social media, trade show?
Are you familiar with your website current search engine rankings and traffic? Are you familiar with your company’s digital presence? What tools do you use, or have you used to track SEO related metrics, such as backlinks, search engine rankings, and traffic? What SEO work have you completed internally or with the help of another agency? Have you ran paid ads in the past in the form of Google PPC or Facebook PPC?

Products & Services

What is your core service or product?
What are your products and services you would like to promote?
What is your service area and/or location?

Web Design

If you have purchased web design, Some sample websites that you love. These don’t even have to be in your industry. I’m just looking for sites that are aesthetically pleasing to you, or perhaps have a specific color, feature, or functionality that you like. Just enter the web address and tell me what you like about it.

Any other additional information not listed above?