Client Onboarding QuestionnairePlease enable JavaScript in your browser to complete this form.Marketing Information – Step 1 of 5Company Name *AddressAddress Line 1Address Line 2CityAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeName *FirstLastTitle *Email *Phone *Website / URLNextMarketing ObjectivesWhat are your primary marketing goals?What are your primary marketing challenges? *Who Is Your Ideal Customer *A brief profile of who has the ability to purchase your product or service. Be as specific as possible.Who within an organization may influences the purchase of your products/services.Are there any upcoming product launches, changes we need to consider? *Is there any other information you would like to share about your company and marketing objectives? *Competitor InformationPlease provide information about your competitorsWho are your top competitors? *List who has market share you would like to take.What are strengths of your competitors that we need to be aware of now. *How do you differentiate your brand from your competitors? *NextContent Management System (CMS) AccessCMS URL *CMS Username *CMS Password *Website Analytics AccessGoogle Analytics (GA) URL *GA Username *GA Password *Social Media Accounts AccessFacebookUsernamePasswordLinkedInUsername *Password *InstagramUsernamePhone numberPhone number used to register with Instagram.PasswordTwitterUsernamePasswordNextEmail MarketingConstantContact, MailChimp, etc.Email Marketing URL *Email Marketing Username *Email marketing password *NextOther ContactsPlease provide the names, roles, and contact information of those in your organization you will want us to interact with for this project.Collaborator 1Someone within your organization you will want us to work with for information, data, access, projects, etc.NameFirstLastEmail *PhoneRoleCollaborator 2Someone within your organization you will want us to work with for information, data, access, projects, etc.NameFirstLastEmailPhoneRoleCollaborator 3Someone within your organization you will want us to work with for information, data, access, projects, etc.NameFirstLastEmailPhoneRoleSubmit
