Client Questionnaire

Thank you for giving us the opportunity to work with you.
Please fill out the following questionnaire to help our team get to know you better.
Need to save and finish later? Click the “Save and Continue Later” link located at the bottom of the page!

New Client Intake Questionnaire

Please provide your name:*
First Last
Please provide your email address:*
Please provide your contact phone number:*
Who is the primary contact(s) we should be communicating with throughout the duration of the campaign?*
First Last
Please provide your business name:*
Please provide your company URL:*
Please provide your primary business phone number:*
This is the phone number that would be used on the website and other marketing channels.
Please add your business address in full.*
Street Address Address Line 2 City State ZIP Code
If you have multiple addresses, please list them here:
What is your vision for your business? Where do you see your business in 5 years?**
What is your unique selling proposition?*
Do you have any special awards or certifications?*
How do your clients or consumers perceive your company?*
How would you like clients, consumers and prospects to perceive your company when they see your logo mark and other marketing materials?*
What is the overall message you wish to portray with your brand? What should people feel when they see or think of your brand?*
What current brand guidelines should we be aware of?*
What mandatory information must be included in the messaging?*
What do you NOT want on your site in terms of text, content, etc.*
Please list the names of five other sites that you like. Why are they attractive to you?*
What do you like in your competitors’ identities? What do you dislike?*
What is the primary differentiator between you and your competitors?*
What are challenges you face as a company?*
Do you work with other companies? If so, please list company names we should be aware of*
If your company were an individual person, how would you describe it?
Please select all that apply by holding ctrl.
If your company were an animal, what animal would it be?
If your company were a car, what would it be?
If your company were a bumper sticker, what would it say?
What are/will be your main forms of advertising?*

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New Client
Questionnaire

New Client Intake Questionnaire

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