Acme Inc.

Marketing Client Setup Questionnaire

  1. Instructions

    1. Instructions

  2. Company Information

    1. *Company name

    2. Any trading names or DBAs (Doing Business As)

    3. *Physical address and Mailing address (if different)

    4. *Website URL

    5. *Social media handles (e.g., Facebook, Instagram, LinkedIn, Twitter)

    6. *Primary contact person(s)

  3. Company Overview

    1. *Brief history of the company

    2. *Number of years in operation

    3. *Number of employees

    4. *Core values and mission statement

    5. *Industry sector

    6. *Primary markets served

    7. *Main competitors

    8. *How is your product / service currently priced?

  4. Marketing Goals & Objectives

    1. *Overall marketing goals

    2. *Specific campaign short-term goals (3-6 months)

    3. *Specific campaign long-term goals (12 months and beyond)

    4. *Metrics used to measure success (e.g., website traffic, conversion rates, ROI)

    5. *Specific targets for each KPI

    6. Unique selling proposition (USP)

    7. Key brand messages

    8. Brand voice and tone

  5. Target Audience

    1. *Target audience details

    2. Customer personas (if available)

    3. *What are your target audience's main pain points and challenges?

    4. *What are your target audience's main objections before buying?

  6. Current Marketing Strategy & Assets

    1. What are your current digital marketing channels?

    2. What are your current traditional marketing channels?

    3. What are your current content marketing marketing channels?

    4. Past marketing effort(s)

    5. Software and platforms used

    6. *Logo file(s)

    7. *Brand guidelines

    8. *Existing content library

    9. *Design assets

  7. Budget Information

    1. Current marketing budget

    2. Allocation across different channels

    3. *Expected budget for upcoming campaigns

  8. Collaboration & Communication Preferences

    1. *Expected start date

    2. *Decision-makers involved

    3. *Desired frequency of reports (e.g., weekly, monthly)

    4. *Specific metrics to include in reports

    5. Format and presentation of reports (e.g., PDF, dashboard access)

    6. Preferred project management tools (e.g., Trello, Asana)

    7. File-sharing preferences (e.g., Google Drive, Dropbox)

    8. *Desired completion date or milestones

  9. Legal & Compliance

    1. Do you expect any NDAs (Non-Disclosure Agreements) to be signed?

    2. Any industry-specific regulations (e.g., GDPR, HIPAA) we should know about?

    3. Any necessary disclaimers or disclosure requirements for your marketing materials?

    4. Do you own all your media assets?

  10. Additional Information

    1. Tell us more about your current challenges in marketing.

    2. Any specific areas where you seek improvement or change?

    3. What are some brands or campaigns you admire?

    4. Any specific questions or concerns about working together?

    5. Any additional information you feel is important for us to know

Marketing Client Setup Questionnaire


Marketing Client Setup Questionnaire

Acme Inc.



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    Instructions

    Thank you for your interest in our services. Before we get started, we're going to need some information from you. This form collects essential information about your business, goals, target audience, and previous marketing efforts, ensuring a smooth start and a tailored marketing strategy that meets your specific needs and objectives.



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    1. Provide all required information here using this form.
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    *Response requiredCompany name

    Enter your full legal name.

    Any trading names or DBAs (Doing Business As)

    *Response requiredPhysical address and Mailing address (if different)

    *Response requiredWebsite URL

    *Response requiredSocial media handles (e.g., Facebook, Instagram, LinkedIn, Twitter)

    *Response requiredPrimary contact person(s)

      • Name

      • Title / Role

      • Email address

      • Phone number

    • Add an item

    *Response requiredBrief history of the company

    *Response requiredNumber of years in operation

    *Response requiredNumber of employees

    *Response requiredCore values and mission statement

    *Response requiredIndustry sector

    *Response requiredPrimary markets served

    *Response requiredMain competitors

      • Name

      • Website URL

      • Things THEY do better

      • Things YOU do better

    • Add an item

    *Response requiredHow is your product / service currently priced?

    E.g. tiers, price points, etc.

    Feel free to include links to your pricing page(s).

    *Response requiredOverall marketing goals

    Describe your primary marketing objectives (e.g., brand awareness, lead generation, sales growth)

    *Response requiredSpecific campaign short-term goals (3-6 months)

    *Response requiredSpecific campaign long-term goals (12 months and beyond)

    *Response requiredMetrics used to measure success (e.g., website traffic, conversion rates, ROI)

    *Response requiredSpecific targets for each KPI

    Unique selling proposition (USP)

    Key brand messages

    Brand voice and tone

    *Response requiredTarget audience details

      • Age

      • Gender

      • Location

      • Income level

      • Education level

      • Interests

      • Industry / Profession

      • Where do they spend their time online? (e.g. LinkedIn, X, etc.)

    • Add an item

    Customer personas (if available)

    Choose filesor drag files here

    *Response requiredWhat are your target audience's main pain points and challenges?

    *Response requiredWhat are your target audience's main objections before buying?

    What are your current digital marketing channels?

    E.g., SEO, PPC, email marketing, social media

    What are your current traditional marketing channels?

    E.g., print, TV, radio, events

    What are your current content marketing marketing channels?

    E.g., blogs, videos, whitepapers, etc.

    Past marketing effort(s)

      • Recent campaign (last 12 months)

      • Outcome of this campaign

      • Lesson learned

    • Add an item

    Software and platforms used

    E.g., CRM, email marketing tools, social media management, etc.

    *Response requiredLogo file(s)


    Choose filesor drag files here

    *Response requiredBrand guidelines


    Choose filesor drag files here

    *Response requiredExisting content library

    E.g. blogs, videos, images, etc.

    Choose filesor drag files here

    *Response requiredDesign assets

    E.g. banners, templates, infographics, etc.

    Choose filesor drag files here

    Current marketing budget

    • $2,500 - $5,000

    • $5,000 - $10,000

    • $10,000+

    Allocation across different channels

    Please enter amount in USD.

    *Response requiredExpected budget for upcoming campaigns

    *Response requiredExpected start date

    *Response requiredDecision-makers involved

      • Name

      • Position / Role

      • Phone Number

      • Email

      • Preferred communication channel (e.g., email, phone)

      • Best times for meetings or check-ins

    • Add an item

    *Response requiredDesired frequency of reports (e.g., weekly, monthly)

    *Response requiredSpecific metrics to include in reports

    Format and presentation of reports (e.g., PDF, dashboard access)

    Preferred project management tools (e.g., Trello, Asana)

    File-sharing preferences (e.g., Google Drive, Dropbox)

    *Response requiredDesired completion date or milestones

    Do you expect any NDAs (Non-Disclosure Agreements) to be signed?

    • Yes

    • No

    Any industry-specific regulations (e.g., GDPR, HIPAA) we should know about?

    Any necessary disclaimers or disclosure requirements for your marketing materials?

    Do you own all your media assets?

    • Yes

    • No

    Tell us more about your current challenges in marketing.

    Any specific areas where you seek improvement or change?

    What are some brands or campaigns you admire?

    Any specific questions or concerns about working together?

    Any additional information you feel is important for us to know