Company Name Company Email Website URL Industry Years in Business Location(s) Brief Description of Your Business
What are your primary goals? (Select all that apply) Increase website trafficGenerate leads or salesImprove brand awarenessRank higher in search enginesPromote a product/service/eventBuild or grow a social media presence Other Goals Specific KPIs you're tracking (e.g., ROI, CPL, CTR)
Who is your ideal customer? Service Area LocalNationalInternational Do you have buyer personas defined? NoYes
Management InternallyAgency Currently Running: SEOGoogle AdsSocial Media AdsEmail MarketingInfluencer MarketingAffiliate Marketing Active Platforms: FacebookInstagramLinkedInTwitter/XTikTokYouTubePinterest Social Profile Links
Monthly Budget Launch Date / Deadline Open to long-term partnership? YesNo
Main Competitors (URLs) Brands you admire What sets you apart?
Current Tools: Google AnalyticsGoogle Search ConsoleMeta Business SuiteHubSpot / Mailchimp / CRM Can you provide access to these tools? YesNo
In-house design resources? NoYes Content types used: BlogsVideosInfographicsCase studies/testimonialsEmail newsletters Do you need support with content creation? CopywritingDesignVideoOther
Restrictions or Guidelines Past Marketing Challenges
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