Client Onboarding Questionnaire - One Two Social
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Email *
What's your company name? *
What's your name? *
What's your role in the company? *
What is the absolute top priority for the company at this time?
What are your marketing goals? Please rank them in order of importance and include your target numbers and timeline if possible.
What are your biggest marketing challenges?
Which marketing initiatives are or have been successful for you in the past?
What do you like and dislike about your current strategy?
What products or services do you offer? Please provide as much detail as possible.
Who is your target audience? Please provide as much detail as possible.
How do your products or services help your customers? What pain they take away? What problem they solve?
What does your customer buying journey look like? Please tell us about it and the metrics you may have.
Who are your top three competitors?
Why should the customer choose your products or services? What makes your brand unique?
What does success look like for your project?
What's your paid adverting budget?
What marketing channels are you currently using?
What marketing software and tools are you currently using? Please provide login details.
Please provide login details for the company's Instagram Profile.
Please provide login details for the company's TikTok Profile.
Which members of your team will we be working with? Please provide names, roles, and contact information.
Who will be your primary contact?
Do you have brand guidelines that you can share with us?
You will have access to a folder later in the onboarding process.
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Did you have trouble answering any of the questions above? If so, please describe the issue.
It's ok if you don't know how to answer some of the questions. Our team can help you. Please describe the situation and we will cover it during the kickoff meeting.
A copy of your responses will be emailed to the address you provided.
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