New Client Kick-Off Please enable JavaScript in your browser to complete this form.Contact DetailsCompany NameNameFirstLastOther Contact DetailsName and contact information for anyone else who be assisting with this projectEmailAs you would like to see it on the website.AddressAddress Line 1Address Line 2City--- Select state ---AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeAddress you would like to see on website, social media, etc.Brand Development DetailsTell Us About Your Company (think elevator speach) Do you have a SWOT analysis?If so, can we receive a copy of the analysis? If not, we can run one based on a short survey.Why should a client/customer work with you? 3 or 4 reasons. Ex. certifications, specialized programs, one-of-kind product/service, educational component, etc.What are some potential weaknesses compared to other companies in your industry?3-4 reasons. Ex. lack of products, small staff, no branding, limited to geography, etc.What are some of your industry opportunties? 3-4 items. Seasonal opportunities, interest rate shifts, etc.What is your biggest challenge as a company?3-4 threats or challenges as an industry. Ex. interest rates, economy, AI, etc.What is your company's biggest success(s) to date?Are there any successes or case studies that you would like to incorporate into your marketing strategy or design/website?What specific problem(s) are you trying to solve for your customers?Think pain points, problems, etc.What sets you apart of your competitors (your value proposition)Do you have a mission statement, values, etc?Paste in box aboveDo you have a company persona?Personality or tone (informative, quirky, professional, etc)Service/Product DetailsWhat specific services/products does your company offer?What services/products do you want to promote the most?If there are seasonal services, let us knowWebsite or Social Content Details Do you want to use your website or marketing efforts for recruitment/retention?Hiring, company culture, etc.Can you provide some details about you or the company that we can use to create an about us page?History, value proposition, mission, vision, etc.Leadership / Team / StaffLet us know of anyone (with bio, social, contact detail, etc) for anyone that should be included in the marketingAdditional Business DetailsBusiness hours and days of operation (web or social channels)What is Your Call to ActionFor example: download guide, call now, form fill, etc.Do you require an appointment?List any specific appointment schedulers you use (calendly, etc that can be added to website)Are you Hosting Email?We do not host emails, but can assist in setting them up.Promotional Details Who is your target audience? B2B, B2C Demo: age, gender, etc Positions: CFO, Business Owner, etcDo you have a tagline?Not your mission statement, but a marketable tagline. Ex. We Want to Put More of YOU into the WorldWhat marketing have you done in the past?How do customers currently find out about you?Word of mouth, ads, etcWhat KPIs do you have in mind that would make your efforts seem successful?Site traffic, social engagement, conversions through phone calls or form fills, etc.Which advertising platforms have performed the best for you?Can you quantify that?List all social accountsWe will need admin access to these pages (see additional document on how to give access)Design ElementsDo you have a current style guide or brand guide?If this is a rebuild, what do NOT like about your current site?Can you list 3 or 4 websites that you like? And explain what you like about each.List several competitorsWhat do you like about them/dislike about them? Include any larger company/companies that you would like to emulate. Do you have specific features you need or want for your website?For example, lead form, mortgage calculator, blog, appointment scheduler, social integration, reputation management integration, e-news sign-up, etc.If you have colors in mind, please let us know.If you have a font in mind, please let us know.Any other elements you would like us to include in any website or marketing designs?Is there any additional information, content, images or videos that you would like us to have for this project.It could be a PDF, link, Word doc, simple text, image, or video. Describe how you want this used and upload any supporting documents/images below.File Upload Click or drag a file to this area to upload. Submit
