CONTACT
Business Name:
Contact Person:
Phone Number (Business):
Phone Number (Cell/Alternate):
Email Address:
Business Address:
Mailing Address:
If AYR/RWS/Tailbase - who is your account manager? What is their contact information?:
PERSONAL INFORMATION
When is your birthday? (Optional):
Are you married? (Optional):
Do you have any children? If so, what are their names and birthdays? (Optional):
What is your favourite hobby? (Optional):
What is your favourite family activity? (Optional):
DESCRIBE YOUR BUSINESS
Tell us about your business (who, what, where, when & why):
List of brands (in order of importance):
List of products/services or categories (in order of importance):
Which products/services generate the most gross margin for you?:
What is your typical gross margin?:
People typically buy things to solve a problem or make their lives better. How do your products/services solve a problem or improve someone's life (if not already obvious)?:
How important is repeat business to your sales success?:
How much opportunity do you have to up-sell and/or cross-sell?:
What is the lifetime value of a typical customer (CLV)?:
Are there any seasonal elements to your business?:
Are there specific colours/colour codes or fonts we should use in creatives?:
TARGET
What is your target location?:
Who is the primary target (demographics, personality traits, behaviors as customers)?:
Who is the secondary target (demographics, personality traits, behaviors as customers)?:
Is there a time of day or specific days of week (e.g. mainly weekends) that your target audience is researching your products/services?:
Who are your top 2-3 competitors? What would you say are your competitive advantages or unique selling propositions that would motivate someone to buy from you instead?:
How do customers in your industry research, evaluate and buy your products/services (online/in-person...)?:
What elements do you think are most important to your buyers in terms of your products/services...what are their "value drivers?":
BUSINESS OBJECTIVES
How is your business doing? What is driving the most sales, producing the most success?:
What has been your biggest challenge? How is this impacting your business?:
What does success look like for you this upcoming year/6 months/quarter?:
What have you thought about doing to achieve sales goals?:
What is your primary goal (online purchases, point of contact, reviews, traffic to store or site)?:
What actions or events do you want to see taken from the website (for conversion tracking)?:
MARKETING ACTIVITIES
What marketing activities have you found work best for you?:
What marketing activities have you found haven't worked well for you?:
What are you doing/have you done in terms of digital marketing to find customers?:
How has digital marketing worked for you thus far?:
To what extent do you think your target market is using the internet to research the kinds of products/services you sell?:
What are some keywords that are most relevant to your products/service?:
Client Approved daily Google Ad Spend:
What is your HST/Tax # (for Google Ads)?:
TECHNICAL
What is your website/landing page URL?:
Do you have access to your website hosting? If yes, please provide credentials:
Do you have an existing Google AdWords account? If so, what is your access credentials:
Do you have an existing YouTube channel? If so, what is your access credentials:
CONTENT
Add brand guidelines (if you don't have these and would like them, let us know!):
Add customer persona (if you don't have one but would like one, let us know!):
Add previously conducted marketing research (if you don't have any but would like some, let us know!):
Please upload any content to the Dropbox folder we created for you, including:
- Company Logo (vector/transparent preferably)
- Brand Logos
- Product/Service Images
- Product/Service Prices (if advertising)
- Videos
- Other Assets (Brochures, Commericals, Mp3 Files)
Additional notes and other preferences:
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