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Client Introduction Form
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Email
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Your email
Client Name:
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Your answer
CLIENT PROFILE
Business address, phone number, and website URL
Your answer
SERVICES/PRODUCTS
What products/services does your business offer? Are any more important than others? Do any have better margins? Do you plan to add any in the future?
Your answer
CURRENT MARKETING EFFORTS
How are you getting business today? What digital and traditional marketing methods are you currently involved with?
Your answer
SEARCH TERMS
If a prospect was searching for you online, what search terms would they use (other than your business name)?
Your answer
AUDIENCE/DEMOGRAPHIC
Who do you serve? Age, location, income level, etc.
Your answer
COMPETITORS
Who are your competitors?
Your answer
COMPETITIVE EDGE
Why should a prospect choose you over their competitors? What are your unique selling points? What makes you different or better?
Your answer
SOCIAL MEDIA
Do you have social media accounts? If so, what are the names of these accounts (ex.
https://www.facebook.com/navmarkads
or
https://www.instagram.com/navigate_marketing_inc/)
Your answer
WEBSITE GOALS
If you are considering building a website or have a website rebuild, what is the motivation to do so? What are you hoping to accomplish?
Your answer
A copy of your responses will be emailed to the address you provided.
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