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About Us
Services
Inbound Marketing
Web Build
Content Creation
Contact us
Customer Onboarding | Content Marketing
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BASIC CONTACT DETAILS
Name
Email
Phone
Website
Company Name
What is the Facebook page for your business?
What is the Instagram page for your business?
What is the twitter page for your business?
What is your LinkedIn page?
What is the Pinterest page for your business?
Do you have a Google My Business Account?
Yes
No
IF YES, CAN YOU GIVE US ACCESS? IF NO, PLEASE INDICATE IMPORTANT BUSINESS DETAILS LIKE: - BUSINESS NAME - BUSINESS ADDRESS (PREFERABLY A PHYSICAL STORE) - BUSINESS PHONE NUMBER - WEBSITE
Google My Business Details
OBJECTIVES
Setting goals are the key ingredients to your strategy, our aim is to deliver the results you desire.
What is the main message that you want to convey to your target audience?
What is your primary Goal that you want to achieve through our strategy?
What do you want a visitor to do as a result of visiting your site?
(THIS IS KNOWN AS A ‘CALL-TO-ACTION’ OBJECTIVE) E.G. “PICK UP THE PHONE AND MAKE AN ENQUIRY” "READ MORE" REQUEST A DEMO SIGN UP TO A FREE TRIAL “CONTACT SALES” “REGISTER FOR A FREE TOOL” “LEARN MORE” “SEE OUR PLANS” “SEND AN ENQUIRY” “SEE OUR PLANS” “DOWNLOAD OUR FREE GUIDE”
What would you like your brand to be remembered for?
WHAT EXACTLY IS ON OFFER
What is your 1st USP? (unique selling point)
What is the benefit of that feature for the customer?
What is your 2nd USP?
What is the benefit of that feature for the customer?
What is your 3rd USP?
What is the benefit of that feature for the customer?
COMPANY BACKGROUND
Who are you and what do you do? Describe your company in layman’s terms. What do you love about your company and what are you most proud of?
What number should we use for inbound enquiries?
What email address would you like to use for inbound enquiries?
What is your brand name?
How big is your company?
What awards or accreditations have you received?
What is the background of your brand?
Who are your main competitors?
PLEASE PROVIDE X6 COMPETITOR URLS
What tone of voice do you require?
What promotions or offers would you consider running?
YOUR AUDIENCE
When starting a project, you must already have the target audience in mind. Share this information as well as the demographics and behavioural insights in your brief.
WHO IS YOUR IDEAL CUSTOMER?
Select All
Other Businesses
Consumers
B2B TARGET AUDIENCE BUYER PERSONA
(if there is more than one target audience please duplicate this section)
Where is your ideal client based?
What is their primary language?
What industry is the business in?
Accounting/Finance
Advertising/Public Relations
Aerospace/Aviation
Arts/Entertainment/Publishing
Automotive
Banking/Mortgage
Business Development
Business Opportunity
Clerical/Administrative
Construction/Facilities
Consumer Goods
Customer Service
Education/Training
Energy/Utilities
Engineering
Government/Military
Green
Healthcare
Hospitality/Travel
Human Resources
Installation/Maintenance
Insurance
Internet
Job Search Aids
Law Enforcement/Security
Legal
Management/Executive
Manufacturing/Operations
Marketing
Non-Profit/Volunteer
Pharmaceutical/Biotech
Professional Services
QA/Quality Control
Real Estate
Restaurant/Food Service
Retail
Sales
Science/Research
Skilled Labor
Technology
Telecommunications
Transportation/Logistics
Other
Other
What is their annual turnover?
What is their spending power and pattern?
What is their buying behaviour influenced by?
B2C TARGET AUDIENCE BUYER PERSONA
WHO IS YOUR IDEAL CUSTOMER? (if there is more than one target audience please duplicate this section)
What is the name of this this person?
What is his/her age?
Where is he/she located?
What language does she/he speak?
What is his/her highest level of education?
What is his/her job title?
What has their current career journey been like so far?
What is his/her annual income?
What is his/her spending power and patterns?
What is his/her buying behaviour influenced by?
What are his/her interests & activities?
What stage of their life is he/she currently at?
THINK LIKE YOUR IDEAL CUSTOMER
Understanding how your customers think is essential and optimises their engagement and experience throughout their buying journey. Sales are achievable but building trust and long-term loyalty is the gold mine.
THINKING OUTSIDE THE BOX | GAIN POINTS
Let’s take a magnifying glass and look deeper into the key focus points, long-term desires and immediate needs of your ideal customer. Aligning business objectives with your customer needs ensures that your offerings are consistently useful and relevant.
What is your ideal customer’s 1st most important area of focus
(2-3 KEYWORD PHRASE) E.G. LEAD GENERATION, STOCK MARKET RESEARCH
What is your ideal customer’s 2nd most important area of focus?
What are your ideal customers long-term desire?
E.G MAKE SIX FIGURES, LIVE ON PASSIVE INCOME
What is another long-term desire?
What is an immediate result your ideal customer wants right now?
E.G FIND A GOOD DEAL, GET MORE EMAIL SUBSCRIBERS
What is another immediate result your ideal customer wants right now?
What is one more immediate result your ideal customer wants right now?
THINK LIKE YOUR IDEAL CUSTOMER
Understanding how your customers think is essential and optimises their engagement and experience throughout their buying journey. Sales are achievable but building trust and long-term loyalty is the gold mine.
THINKING OUTSIDE THE BOX | PAIN POINTS
By delving into your customer's problems and frustrations we can emphasise the solutions needed. Resulting in better user experience. Customers like to be listened to not sold to.
What is the 1st problem your ideal customer needs to solve?
What is the 2nd problem your ideal customer needs to solve?
What is the 3rd problem your ideal customer needs to solve?
What is a pain point that really frustrates your ideal customer?
What is another pain point that really frustrates your ideal customer?
What is one more pain point that really frustrates your ideal customer?
JUST SOME ADDITIONAL INFO
What is the 1st critical question your ideal customer needs answered so they can move forward?
What is the 2nd critical question your ideal customer needs answered so they can move forward?
What is the 3rd critical question your ideal customer needs answered so they can move forward?
YOUR CONTENT PROJECT
If you're open to Content Marketing, what specific goals do you want to achieve?
Do you have existing blogs?
Yes
No
What niches do you plan on targeting with your content?
What keywords would you like to rank for?
At what level of knowledge and awareness, would you say your readers are at the moment?
How often do you publish content?
Do you have graphic designers on-site ready to create images for your blogs?
Yes
No
What brand Image do you want your business to portray?
What tone of voice do you want your readers to perceive when they read your blogs?
What style of English do you use?
British
American
YOUR SEO PROJECT
What goal/s do you want to achieve with Search Engine Optimization?
Have you done SEO in the past?
Yes
No
Do you use WordPress or any other CMS?
Yes
No
When can you give us the access and what medium will you use to send it to us?
Do you have a Google Search Console and Google Analytics Account?
Yes
No
Do you have a Google My Business Account?
Yes
No
Have you submitted your business information to any directories?
Yes
No
YOUR SOCIAL MEDIA PROJECT
Are there any ongoing partnerships with your brand?
Yes
No
Please explain them
What do your customers say about your brand online?
What makes your brand different from other businesses?
Describe your brand tone of voice and personality online?
What social media platforms does your target audience use?
What have you noticed about your competitors that differs from you?
What makes your brand more appealing than your competitors to your target demographic?
What do you expect from us as your account manager?
What reports do you want to see and how often?
What are your expectations for the first 6 months?
How much input do you want to have into campaigns?
