Client Intake Form
Describe Nature of your Business in one Sentence.
Top 3-5 Values of the Company.
Who are your primary Clients or Consumers? (Describe as much as possible. Age, Gender,Profession, etc...)
Competition and Positioning
Who are your main competitors? (If Possible include the URL of their website)
What is unique about your company Vs. Your competitors?
Why do clients or customers choose you?
Social Media Overview
Which Social Media channels do you currently use? (Check all that apply)
I don't yet have a social media presence.
What the primary reasons for your company to use Social Media? (Choose all that apply)
Grow Database (Collect Data)
Are there specific goals you have for your Social Media Marketing? (i.e. Promote my product or service)
Which areas do you feel your Social Media is currently lacking? (Check all that apply)
Search Engine Marketing (SEM)
Search Engine Optimization (SEO)
Brand Strengthening or Development
Data Capture (Add to your Database or Lead Capture)
Content Marketing (Blogging, Whitepapers, Contest)
What is your current or anticipated Monthly Marketing Budget?
$1,000 - $5,000
$5,000 - $10,000
$10,000 - $20,000
Which areas do you feel your Social Media is currently doing well?
Which areas do you feel your Social Media could be doing better?
Are there any specials or deals that you off on a regular basis that you would like promoted?
Any other details?