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Section 1 of 10
Onboarding Process - AMS - Advanced Media Services
This Questionnaire Is Designed To Streamline The Onboarding Process.
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Section 2 of 10
Information & Details
Tell Us About Yourself.
Business Name:
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First Name:
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Last Name:
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Phone Number:
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Contact Name(s): (Main Point Of Contact)
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Email Address(es): (Main Point Of Contact)
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Time Zone:
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Website URL:
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Monthly Budget ( for influencer marketing):
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Provide A Google Drive Link With Existing Creatives Here (include logo files, plus any images/video you think will be helpful. The more, the better):
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Goals:
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Section 3 of 10
Business Address
We like to send our clients a little gift for partnering with us. Tell us where to ship it.
Business Address:
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Section 4 of 10
Understanding Your Business
Help Us Understand Your Business
Shipping Area (if applicable):
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Do You Have A Brand Tool Kit?
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Competitors:
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What Are Some Instagram Accounts That You Like The Look and Feel off?
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What Search Keywords Relate To Your Business:
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3 Chief Selling Points For Your Products:
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Section 5 of 10
Customer Avatar
Let's Learn More About Your Ideal Customer. Who typically buy your products/services?
Target Audience Age:
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18-24
25-34
35-44
45-54
55-64
65
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Target Audience Gender
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Male
Female
Both
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add "Other"
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Is This Audience Afraid Of Anything In Particular?
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What Makes This Audience Angry? Who Are They Angry At?
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Do Members Of This Audience Have Daily Frustrations In Common With Each Other?
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What Trends Are Relevant To This Audience?
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What Do These People Truly Desire?
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Do The Majority Of People In This Audience Approach Decisions With A Particular Mindset/Bias? (Analytical/Skeptical/Casual)
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Do Your Audience Have A Specific Vernacular/Language And Lingo? (if yes, please elaborate)
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Have You Noticed Patterns In Your Customers Previously? If So What Are They?
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Section 6 of 10
Tone of voice
This Will Help Us Write Compelling Copy in the Tone of Voice of the Company
Funny or Serious
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Formal or Casual
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Respectfull or Irreverent?
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Enthusiastic or Matter-of-Fact
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What Describes the Tone of Voice the Best?
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1.
Authoritative
2.
Caring
3.
Cheerful
4.
Coarse
5.
Conservative
6.
Conversational
7.
Casual
8.
Dry
9.
Edgy
10.
Enthusiastic
11.
Formal
12.
Frank
13.
Friendly
14.
Fun
15.
Funny
16.
Humorous
17.
Informative
18.
Irreverent
19.
Matter-of-fact
20.
Nostalgic
21.
Passionate
22.
Playful
23.
Professional
24.
Provocative
25.
Quirky
26.
Respectful
27.
Romantic
28.
Sarcastic
29.
Serious
30.
Smart
31.
Snarky
32.
Sympathetic
33.
Trendy
34.
Trustworthy
35.
Unapologetic
36.
Upbeat
37.
Witty
38.
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Section 7 of 10
URL Master List
This Will Help Us Save Time And Avoid An Inefficient Onboarding Process.

(Include Facebook/Instagram/Youtube Links If You Have One):
Provide A List Of Important URLs That You Believe We Will Need:
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Section 8 of 10
Logins & Passwords
We Work The Best With Full Access To the Instagram Account. We Would Love For You To Create a Secondary Email and To Connect It To the Instagram Page. This Way We Both Parties Have Full Access Without Us Having to Use your Work Email or Data.
Enter Any Logins & Passwords In The Space Below:
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Section 9 of 10
Slack Emails
Please enter the email you will be using for Slack so I can invite you to our private channel.
If you'd like anyone else in the chat, please add there emails here too. Usually 1-3 people are fine.
Enter Slack Email(s):
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Section 10 of 10
Preferences & Final Details
The Finishing Touches
Provide Any Branding Guidelines Or Preferences That You Would Like Us To Follow:
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Is There Any Further Information That You Want To Share With Us Regarding Your Business?
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Is There Anything That You Believe Will Help Us In Our Social Media Efforts?
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Information & Details
Business Name:
Copy
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First Name:
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Last Name:
Copy
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Phone Number:
Copy
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Contact Name(s): (Main Point Of Contact)
Copy
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Email Address(es): (Main Point Of Contact)
Copy
No responses yet for this question.
Time Zone:
Copy
No responses yet for this question.
Website URL:
Copy
No responses yet for this question.
Monthly Budget ( for influencer marketing):
Copy
No responses yet for this question.
Provide A Google Drive Link With Existing Creatives Here (include logo files, plus any images/video you think will be helpful. The more, the better):
Copy
No responses yet for this question.
Goals:
No responses yet for this question.
Business Address
Business Address:
Copy
No responses yet for this question.
Understanding Your Business
Shipping Area (if applicable):
Copy
No responses yet for this question.
Do You Have A Brand Tool Kit?
No responses yet for this question.
Competitors:
No responses yet for this question.
What Are Some Instagram Accounts That You Like The Look and Feel off?
No responses yet for this question.
What Search Keywords Relate To Your Business:
No responses yet for this question.
3 Chief Selling Points For Your Products:
No responses yet for this question.
Customer Avatar
Target Audience Age:
Copy
No responses yet for this question.
Target Audience Gender
Copy
No responses yet for this question.
Is This Audience Afraid Of Anything In Particular?
No responses yet for this question.
What Makes This Audience Angry? Who Are They Angry At?
No responses yet for this question.
Do Members Of This Audience Have Daily Frustrations In Common With Each Other?
No responses yet for this question.
What Trends Are Relevant To This Audience?
No responses yet for this question.
What Do These People Truly Desire?
No responses yet for this question.
Do The Majority Of People In This Audience Approach Decisions With A Particular Mindset/Bias? (Analytical/Skeptical/Casual)
No responses yet for this question.
Do Your Audience Have A Specific Vernacular/Language And Lingo? (if yes, please elaborate)
No responses yet for this question.
Have You Noticed Patterns In Your Customers Previously? If So What Are They?
No responses yet for this question.
Tone of voice
Funny or Serious
Copy
No responses yet for this question.
Formal or Casual
Copy
No responses yet for this question.
Respectfull or Irreverent?
Copy
No responses yet for this question.
Enthusiastic or Matter-of-Fact
Copy
No responses yet for this question.
What Describes the Tone of Voice the Best?
Copy
No responses yet for this question.
URL Master List
Provide A List Of Important URLs That You Believe We Will Need:
No responses yet for this question.
Logins & Passwords
Enter Any Logins & Passwords In The Space Below:
No responses yet for this question.
Slack Emails
Enter Slack Email(s):
Copy
No responses yet for this question.
Preferences & Final Details
Provide Any Branding Guidelines Or Preferences That You Would Like Us To Follow:
No responses yet for this question.
Is There Any Further Information That You Want To Share With Us Regarding Your Business?
No responses yet for this question.
Is There Anything That You Believe Will Help Us In Our Social Media Efforts?
No responses yet for this question.
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