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Client On-Boarding

First Name
last Name
Email Id
Who is the prime point of contact?
What is the persons Contact information?
Complete Company Name/Brand Name?
Email will be preferred method of communication or whats app group?
Do you want NDA contract ?
Brand About us write-ups or any addition Content or marketing materials
Maximum file size: 2 MB
Marketing Information
What is your Company Vision, Mission, Statement & Values
What are your Goals?
Who is your target audiences?
Who are your top competitors?
What are your USP?
What tools and platforms are you currently using in your marketing efforts?
What is the lifetime value (LTV) of each customer? What is your LTV goal?
What ROI have you seen on your current marketing efforts? What are you currently investing in?
What percentage of your customers is generated through online methods?
How do you currently find leads? Do you know what your cost per lead is? Do you know what your lead-to-conversion rate is?
SEO Information
Are you familiar with your website’s current search engine rankings and traffic?
What tools do you use or have you used to track SEO related metrics, such as backlinks, search engine rankings, and traffic?
What SEO work have you completed internally or with the help of another agency?
Target Locations for ranking?
Do you have an idea of any potential keywords you’d like to target?
Do you already work with a designer or developer?
What are your primary objectives and KPIs when it comes to SEO?
Ideally, within what time frame are you looking to see SEO results?
Is website redesign something you’re open to?
Would you require website maintenance and updating from us?
Digital Marketing Information
Logo File
Maximum file size: 2 MB
Font Files if any
Maximum file size: 2 MB
Customer Data Or Email List if any
Maximum file size: 2 MB
Promotional media (images, video, text)
Maximum file size: 2 MB
Media style guide
Maximum file size: 2 MB
Affiliate information
How much involvement/control are you looking to have?
Social Media Information
What tone are you looking to use across social media?
What are your ultimate goals for sales and marketing?
Where are the majority of your customers based geographically?
How does your online presence compare to that of your competitors?
What type(s) of content are you looking to create for your audience?
What do you expect from us as your social media manager agency?
What social media analytics and reports do you want to see? How often?
Credentials Access
WordPress
Hosting Control Panel
Gmail Account
Google Analytics
Search Console
Email Marketing Tool Credentials
Social Media Accounts Access
If you use any analytics tools
If you use any reporting tools
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