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Client Discovery

New Client Onboarding

Client Discovery FormThe purpose of this document is to gather critical pieces of information during the discovery process that will help me determine proper strategy, clear campaign goal/KPIs and potential campaign structure and required account access. Please answer the questions to the best of your ability, if a question is not applicable simply mark N/A.

Client Discovery

PLEASE PROVIDE YOUR LOGIN DETAILS FOR EACH PLATFORM:

SECTION 1

Domain Registrar
(ie Godaddy, Name.com, Resiter.com, etc)
Google Account
(ie Gmail, G+, Youtube, Analytics)

Section 2

Wordpress Login
(ie http://yourdomain.com/wp-admin)
Analytics Access
(only if login is separate from Google account)
*Additional logins might be required and could include the hosting company if separate than the domain registrar. If no Google account exists, client can create a free Gmail account for mutual admin use at https://accounts.google.com/SignUp

Company Overview

Company Overview

(This should be 1-2 concise sentences that helps me understand your business model and who your target audience would be.)
5. SWOT Analysis:
6. What previous online marketing experience do you have?

Competition:

Competition

1. Please list your top competitors:
2. What are the competitive advantages that differentiate your company?

Target Audience:

1. Who is your target audience?
2. Geographic Focus? City, County, State, National?

Brand Messaging:

(ie phone call, email, walk-in, order online, signup)
(only required for design projects)
5. Please email brand artwork and/or logos to serge@thatmarketinggeek.com

Metrics

Measuring success:

We need to confirm you're not a "bot"
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