New Client Intake

Business Overview

Please take two minutes and give me a little background of your business and a brief overview of the products and services you offer

What differentiates you from the competition? What’s your “Unique Selling Point”?

In a perfect world, what are you hoping we can accomplish together? What’s YOUR desired end result?

Product / Service Overview

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

What is your core/flagship offering? What’s the product or service that you’re most proud to sell and deliver? What do you hope most people will buy from you?

How much do you charge for this product/service?

Current Marketing Plan

Currently, how are you currently generating the bulk of your traffic, leads, and customers?

Are you currently running paid advertising?

Do you currently have a content marketing plan?

Content marketing is defined as blog posts, videos, guest posts, podcasts, etc.

File Upload - Content Marketing

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.

Do you currently have a social media marketing plan?

Social media - Facebook, Twitter, Instagram, YouTube, Pinterest, etc.

File Upload - Social Media Marketing

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.

How much traffic do you get (roughtly) on a daily, weekly, or monthly basis?

How many new leads are you adding each month?

Leads are defined as someone who has engaged with you or your content but has not purchased your product or service yet.

How many new customers are you adding each month?

Customers are those who have purchased your products or services.

Describe your current customer...

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.

Is this your IDEAL customer or just the one you’re getting? If not, also describe your ideal customer.

Market Competition

Let's take a look at some competiton and some of what you would like to emulate if possible.

Take a minute to list out a few companies who you feel are your direct competitors.

What are some companies you admire and what do you like about them?

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."

What’s the ONE thing you can tell or show someone that will make them say “WOW!!”?

If you had two minutes to impress someone, what would you say, show, or give them that would blow their mind?

What’s the one big thing your prospect wants more than anything else?

What’s the one big thing that’s keeping your customer from achieving their desired end result?

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 *

First

Last

Name of contact / point person for digital marketing.

Email *

Google Docs / Google Account

We use Google docs / Google drive for collaboration. If you have a Google account this makes the process more seamless. This is not required.

Phone

Questions and Notes

If there is anything not covered here you have questions or concerns about before we discuss your plans moving forward, please include them here.