Client Onboarding - NorthIQ Digital Marketing

Name*

First Last

Company Name*

Email*

Website

Tell us about your business*

How long have you in business? What do you sell / offer? What makes you unique?

What is your mission statement?*

If you don't have a mission statement, why does your business exist? Who is your ideal customer?

What are the Top 3 Measurable Goals of your business in order of importance?*

Be Specific, Measurable, Action-oriented, Realistic, and Time-Bound. For example: Not "more customers" but "An increase in customers by 35% over the next 3 months”.

Describe your typical customer*

What do they do for a living? How did they find you? What are their values? What is their pain point?

How do new customers currently find you?*

What other ways do customers find you?

Who are your key competitors?*

List at least three names and websites.

What do you want people to do specifically on your website in order of importance*

Example: Log in to the product, answer technical support questions, learn more about the company, contact us for pre-sales support.

How do you measure the success of your website, or social media presence?*

How do you measure the success of your website? What advantages have you found from social media?

What Analytics software do you have in place?*

(Check all that apply)

Other Analytics

What is your website built with?*

What technology does your website currently use?

How many leads do you generate in a month?*

Where do your leads come from?*

Check all that apply.

What other ways do you get leads?

How many prospects do you close in a month?

What is the average sales price of your product?

What will be the measurable markers of success for this project?*

Example: A **% increase in mailing list sign-ups, resulting in xxx increase in monthly revenue.

Are there other sites we should look at?

Have you seen another website that is in a similar field, or who is attracting a similar audience?

Do you currently have a brand guide?*

Yes
No

Do you have a logo guide, colors, font preferences, and a standard look and feel that is consistent across online and offline branding?

Other Information

If there is anything else you would like to share about your business or goals, please share it here.

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