Intake Questionnaire Please fill out this form to the best of your ability in order to help us get to the root of your project needs. You must fill it out at least 24 hours before our meeting. Step 1 of 7 14% About YouName* First Last Email* Enter Email Confirm Email Preferred Phone Number*Current Website Addressif any. Your BusinessThese questions are designed to help us get to know your business and goals.Why are you here?Why do you feel you need assistance with your web presence?What would success look like for this project?What are your short term goals for your business?What do you want to achieve in the next year in your business as a whole (not just with your website)?What are the long term goals for your business?Where do you want to be in 5 years?What goals do you hope your web presence will help you achieve? DemographicsThese questions will tell us about your customers and who is on the receiving end of your marketing.Who is your core customer?Describe a "typical" person who seeks your services.What is your process for obtaining a lead?How do the majority of your clients find you?Describe the "journey" a person takes from becoming a lead to a client/customer. FinancialPlease keep in mind that all answers are confidential under our non-disclosure agreement.What is the value of an average client?On average, how much does each client/purchase net your business?What is the source of the majority of your company income?the part of your business that brings the most profit.What are your most significant costs? Social MediaBriefly describe your social media strategy.What are your TOP TWO goals for social media?Please check only two. More traffic More followers More subscribers (newsletter, blog, etc.) Increase in sales Which social media platforms do you use? Facebook Twitter Pinterest Instagram LinkedIn Other None If other, please list here: What is your Facebook url?This is the link to your profile. What is your Twitter url?This is the link to your profile. What is your Pinterest url?This is the link to your profile. What is your Instagram url?This is the link to your profile. What is your LinkedIn url?This is the link to your profile. Which social media platform is most successful for you? Do you have a budget for paid ads on social media? Yes No Email MarketingDo you currently do any email marketing?Sending newsletters, etc. Yes No Do you send out regular updates to subscribers? Yes No How often do you send emails? How many subscribers do you have? How do you acquire subscribers?Lead magnets, website forms, etc. What email marketing platform do you use? MailChimp Constant Contact AWeber Active Campaign ConvertKit Drip Other Briefly describe your goal for email marketing.If you don't know, that's ok. That's why you're here! ConclusionPlease indicate if there are any additional comments or items you'd like us to know.NameThis field is for validation purposes and should be left unchanged. Δ
