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CopyProphet New Client Intake

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In order to serve your needs as best I can and help you achieve your business outcomes, I need to get a sense of where you’re at and where your business is going.

Please spend a few minutes to answer the following questions so that we can ensure we are on the same page. If you have any questions, please let me know.

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Business Overview

Product / Service Overview

This section will focus on your core offering. If you have multiple offerings or a category of offerings, that's perfect.

Current Marketing Plan

Content marketing is defined as blog posts, videos, guest posts, podcasts, etc.
Click or drag files to this area to upload. You can upload up to 4 files.
If defined and are willing to share, please upload your current content marketing plan here. Please include plan and editorial calendar if separate.
Social media - Facebook, Twitter, Instagram, YouTube, Pinterest, etc.
Click or drag files to this area to upload. You can upload up to 4 files.
If defined and are willing to share, please upload your current social marketing plan here. Please include plan and editorial calendar if separate.
Leads are defined as someone who has engaged with you or your content but has not purchased your product or service yet.
Customers are those who have purchased your products or services.
Paint a picture of your current customers. Who are they? What do they like? What music do they listen to? what books do they read? What websites do they frequent? How old are they? What's their gender? Their education level? Etc. Be as specific as possible.

Market Competition

Let's take a look at some competiton and some of what you would like to emulate if possible.
These don't have to be directly in your industry. Just some companies where you look at them and think "yeah, I really like what they're doing. I wish I were doing something like that."

The "So What?" Big Idea

Also known as the "elevator pitch."
Ex. Drive the ball 20 yards further (golfers), lose 10 pounds in 10 days (dieters), generate 10 inbound calls a week (salespeople), free shipping (ecommerce), flavorful meals that are healthier (food products), etc.

Contact and Follow Up

Name of contact / point person for digital marketing.
We use Google docs / Google drive for collaboration. If you have a Google account this makes the process more seamless. This is not required.
If there is anything not covered here you have questions or concerns about before we discuss your plans moving forward, please include them here.
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Copyright 2020 – CopyProphet.com

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