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NEW PROJECT
QUESTIONNAIRE
Have you submitted your info yet?
No, filling out first time alone.
No, filling out with agency present.
Yes, I need to add or update info.
YOUR BASIC
CONTACT INFO
Hi! Let's get acquainted 🙂
First Name
Last Name
Title
Email
Phone
Best time to call?
Hours
:
Minutes
AM
PM
YOUR BASIC
BUSINESS INFO
Tell us about your business...
Business Name
What's your primary service or industry?
Website
Work Phone
Next, let's learn more about where your company stands now.
What's your companies legal corporate name? (LLC, Corp.)
What's your current business status?
Brand new, needing help to start up.
Low sales and little to no online presence.
Moderate sales and online presence.
Long term sales looking to grow.
What kind of business location?
Work from home
Single location
Multiple locations
Part of a franchise
How many employees do you have?
What year was the business established?
What are your biggest challenges?
Who else is a decision maker?
Just Me
Spouse
Family
Partner
Manager
Owner
WHAT
DO YOU DO?
Your products and services.
List your top products or services.
What is your 1st most important product/service keyword?
Keyword 1 Description
What is your 2nd most important product/service keyword?
Keyword 2 Description
What is your 3rd most important product/service keyword?
Keyword 3 Description
OUR
SERVICES
Let's talk about what marketing services you need.
What digital marketing services are you interested in?
Content Writing
Ecommerce Shop
Email Marketing
Facebook Ads
Google Ads
Logo Design
SEO
Social Media
Video Production
Website Redesign
Web Design (New)
Web Domain
Web Hosting
Select All
YOUR
SEO STRATEGY
Describe what you're looking for with an SEO company.
Google Business Listing
Do you have a Google Business page?
Yes
No
Do you have a email list or sales process to get reviews?
Yes
No
Do you want a landing page to increase positive reviews?
Yes
No
How many reviews do you have?
What is your current average star rating?
Do you ever post sales, news or updates?
Never
Once a month
Twice a month
Once a week
Local Marketing Questions
In order of importance, list the counties, cities, or areas you wanna show up.
Are there any areas that you want to specifically not market to?
YOUR
WEB DESIGN & DEVELOPMENT
Content Writing
If you want to be more aggressive pushing out content on the regular.
Ecommerce Shop
Describe the products, quantities, categories, etc. you want to sell online.
Web Hosting
Do you currently pay monthly or annually for web hosting? What provider?
Web Domain
Share your thoughts and ideas before purchasing a new domain name.
List your biggest competitor websites and what you want to do better?
List some websites to use as inspiration, and what you like about them.
What are your biggest issues with your current website?
SOCIAL MEDIA
MARKETING
Let's review what social media profiles you currently have, and what your goals are.
What social media do you use?
Facebook
Instagram
LinkedIn
Twitter
YouTube
Other
Facebook URL
Facebook Strategy
Instagram URL
Instagram Strategy
LinkedIn URL
LinkedIn Strategy
Twitter URL
Twitter Strategy
YouTube
YouTube Strategy
YOUR
PPC INFO
Paid Advertising (PPC)
What's your experience with Google Ads?
Tried previously, interested in expert audit.
Never tried, interested in learning more.
Currently using, looking to improve ROI.
What monthly investment can you use for Google Ads?
Please enter a number greater than or equal to
100
.
Do you use Facebook Ads?
Tried previously, interested in expert audit.
Never tried, interested in learning more.
Currently using, looking to improve ROI.
Monthly investment for Facebook Ads?
Please enter a number greater than or equal to
100
.
Ad Campaign Settings
What’s the total maximum monthly ad spend budget?
Please enter a number greater than or equal to
100
.
What days and hours do you want ads to run?
What phone number should phone calls go to?
What emails should be notified of new submissions?
PLANNING YOUR
PROJECT DETAILS
What sources do you get leads or sales from?
Sources
Angie's List
Billboards
Drive-By
Email Marketing
Facebook
Facebook Ads
Flyers
Google Ads
Google Business
Google Search
Home Advisor
Instagram
LinkedIn
Print Media
Radio Ads
Referrals
TV Commercials
Twitter
Vehicle Branding
Walk-In
Website
Yard Signs
Yelp
YouTube
Project Details
Around when would you want to get started?
MM slash DD slash YYYY
Do you have an approximate due date?
MM slash DD slash YYYY
How much do you spend in marketing monthly?
What is your budget for this project?
What marketing metrics are important to track?
Describe previous marketing strategies, good or bad.
DISCOVERING YOUR
SALES PROCESS & FINANCIALS
Let's get an idea of your sales process and general financial info.
What does your sales process look like?
Do you have an upsell strategy? Discuss.
How many sales/customers do you get monthly on average?
How many opportunities do you get monthly on average?
What is your approximate monthly revenue?
What is your approximate annual revenue?
DISCUSS
PREVIOUS COMPANIES
If you have any existing problems, we can help.
Have you worked with another agency?
Yes
No
Explain the situation with the other company.
Are you able to access all your business profiles?
Yes
No
What accounts are you having issues with?
Are you under contract?
Yes
No
What are the costs?
BUSINESS DESCRIPTION
WEBSITE CONTENT
Let's put together some solid content to help promote your brand.
Write 3-4 sentences about your personal background and experience.
Discuss how your company got started and what you have to offer.
Do you have any awards, partnerships, certifications or licenses?
What are your company's core values and beliefs?
ADDITIONAL
BUSINESS INFO
When are you open?
Choose the days and hours you're open.
What’s your address?
Address
Street
Unit
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
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP
Do you use a different address for billing?
Yes
No
Enter your billing address.
Billing Street
Billing Unit
Billing 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
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
Billing State
Billing ZIP
Got questions?
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