Marketing Client Onboarding Survey Page - Please give your feedback.

Call us Now! 404-905-1741

Welcome Aboard! -Please take 20 to 30 minutes for this Survey-

New Client Information Sheet

Organization *

How Many Locations ?

1 Location

2-5 Locations

6+ Locations

Address

Website

Company Logo

EIN *

Team Information

Size of Organization

less than 10

less than 50

less than 100

Are you hiring or planning to expand your team in the next 6 months?

NO

YES

Depends on Sales

Contact info for Key Positions

Head of Operations (oversees the Company)

Head of Staff (person in charge of Hiring)

Head of Marketing

Head of Sales

Field Leader / Top Representative

Revenue Information

Average monthly gross revenue

Less than $10K

Less than $20K

Less than $50K

Desired monthly revenue goal

We are at OPTIMAL Revenue

Above $20K

Above $50K

Other Details

Current challenges you’re experiencing with operations.

Tools or systems they’re already using (e.g., CRM, accounting software, marketing tools).

Preferred TIME of day for monthly Marketing meeting *

Morning (8am-11am)

Afternoon (12p-4pm)

Evenings (5pm-8pm)

Late Evenings (8pm-10pm)

Communication Preferences

Preferred Method of Communication *

Email

Text Message

Phone Call

No Preference

Primary contact person and their contact information

Marketing & Sales Process

What is your current sales process? *

Do you have a lead nurturing process? *

No

Yes

What offers or promotions do you currently run? *

Do you have sales scripts or email templates you’d like to use? *

Yes

No

(need to create these)

Funnels & Landing Pages

Do you currently use Sales/ Product/ Service funnels? *

No

Yes

(need to create these)

Which funnel builder do you use?

Email & SMS Marketing

Do you currently run email/SMS text marketing campaigns? *

Not at the moment

Email Marketing

Text Message Marketing

We do both

What email marketing platform do you use?

Do you have a list of pre-written email sequences? *

Yes

No

We need this

What is your preferred tone for email/SMS communication with your clients? *

Casual

Professional

Close Friends

Appointment Booking & Calendars

Do you currently use an appointment booking system? *

What types of appointments do you offer? *

Phone Consultation

In-Person Consultation

Service Delivery/ Demp

Product Delivery/ Demo

What are your available hours for booking? *

Do you need help setting up or optimizing ads? *

Sure, how much?

Not at the moment.

Maybe in the future.

Who is your target audience?

Automations & Workflows

Do you currently use any automation for lead follow-ups?

Yes

Not at the moment

Payments & Invoicing

Do you accept payments online?

Yes

No

We need this setup better

What HIGH TICKET products/services do you sell? *

Do you need payment plans or subscriptions set up?

Not Needed

That's a Great Idea!

Already have these in place - Thanks!

Do you need automated review requests sent to customers?

No

Sure. Why not?

Already Automated

Do you want a review widget installed on your website? *

No

Sure

Already have one

Integrations & Third-Party Tools

What other tools do you use that need integration?

Do you need API integrations with any external systems?

Yes

No

A-P-What??

Do you want call tracking enabled? *

No

Yes (its Free)

Goals & Success Metrics

What are your primary goals for this year?

How do you measure success with our services? How may we really help you??

Do you need ongoing support or training for your team? *

No

Sure

We are pretty sharp.

Additional Notes

Is there anything else we should know to better support you? *