Select your service(s)

Please select the marketing services we will manage for you from the list below. Please select as many as apply:

Let’s get started with the basics

Full Name*

Please enter your name

Position *

Please enter your position

Your Phone Number *

Please enter your phone number

Work Email *

Please enter your email address

Tell us about your business

Name of Business*

Please enter your business name

How long has the company been in business?*

Please enter a valid number of years in business

Main Business Phone Number *

Please enter your main business phone number

Main Business Email Address*

Please enter your main business email address

Main Business Address*

Please enter main business address

Business website URL*

Please enter a valid URL

Business hours

Do you have multiple locations, if so what are they?

What is your service industry?

Tell us about any awards, accreditation, and associations

Number of Employees

Does your website need to be HIPPA Compliant or GDPR Compliant?

HIPPA

GDPR

None

Not Sure

5-10 sentences about your business (summary of your business)

What are the primary services / products that your business offers?*

Please enter primary services / products that your business offers

Briefly describe the steps in your typical sales process or customer journey (lead, e-comm, in store, sales rep, inbound, outbound etc.)

What problems do your products/services aim to solve for your customers?*

Please enter the problems your products/services aim to solve for your customers

What is your most powerful sales or marketing message or call-to-action?*

Please enter most powerful sales or marketing message or call-to-action

Please provide links to your business

Product & service information

Where is your product/service available?*

Please enter your product/service available

Where can I purchase tickets, products, or services?*

Please provide the where can I purchase tickets, products, or services

Do you currently have any active promotions?*

YesNo

Please select active promotions

If so, what are they?

If yes, how long will this (these) promotions last

Can I refund/return my item or order?*

Please indicate whether you can refund or return your item or order

Key differentiators

Who is your target demographic?

What geographic areas would you like to target?

In 2-3 sentences, describe your target demographic

What is your target demographic's age range?

What is your target demographic's income range?

What is your demographic's gender split?

Specific Interests

Avg. level of education

N/A

High school

Post Secondary

Masters/PHD/Post-Graduate

Have you conducted any audience research or surveys recently?

YesNo

Buyer persona

Does your target audience exist within specific industries?

What is their job title? What is their role?

What are their primary pain points in this role?

What does a typical day look like for your ideal customer?

Tell us about your brand

Do you have a brand voice? Please share it with us in as much detail as possible.

Do you have brand guidelines and style sheets that you can share with the content team?

Please provide a brief overview of your brand (history, mission, vision)

What challenges is your brand/business currently facing in the market?

How would you describe your brand's personality (i.e. playful, professional, innovative, authoritative), style and tone?

How important is humor or formality in your brand communications?

We use it all the timeWe would like to use humor more

We want to stay away from it entirelyWe wish to use a balance of humor and educational/authoritative content depending on what works best!

Are there any specific words/terms or phrases that should always or never be used?

What is your desired next step for your brand specifically, how do you see our marketing efforts helping you achieve that goal?

Asset collection

Provide your desired colour palette

Provide your brand's fonts

Do you have photo or video assets that the team can access for our content across blogs, social media, the website etc?

Who is your main competition

Provide the URLs of your top competitors

Which elements of your competitors' business or marketing do you admire? (website, social media, newsletters, sales process, blogs/content, brand etc.)

What competitive advantage can you offer new customers?

Paid search campaign information

Call tracking receiving phone number *

Please enter call tracking receiving phone number

What would you like your monthly online marketing budget to be?*

Please enter your monthly online marketing budget

Are there specific times you would like your ad shown on google?

What are the primary products and/or services that your business provides?

Is there a specific page on your website to direct traffic to?

Do you have account access, insights or reports related to performance data and history with Paid Search?

Are there any seasonal trends we should be aware about as it pertains to your ad strategy or budget allocation throughout the year?

Ad copy information

List specific keywords or phrases you would like your ads to appear for

List specific keywords that you would NOT like your ads to appear for

Is there any other information you'd like to provide us to help your campaign succeed?

What specific message(s) and/or promotions would you like in your ads?

Can we bid on user searches for your competitors' brand names? If so, please list which ones*

Please enter your competitors

Is there anything else that we should know?

When is the desired launch date of this campaign?*

Please enter desired launch date

Google my business information

Business hours by location (for multi-locations)*

Please enter business hours

List specific keywords or phrases you would like your website to appear for in search results*

Please enter specific keywords

Please provide 5-10 images of your business*

Please provide 5-10 images of your business

Paid social general info

Monthly Budget by Platform

What are the goals or objectives of this marketing initiative
_{Awareness, Engagement, Leads, Sales, Website Traffic, Follower Growth}

Start date of campaign

End date of campaign

What product(s) or service(s) do you want this campaign to focus on?*

Please enter product(s) or service(s) do you want this campaign to focus on

What are the locations we are targeting?

Landing Page to drive paid traffic to*

Please enter URLs

Access to first-party audience data or customer list

Do you have account access, insights or reports related to performance data and history with Paid Social?

Campaign collateral

Sales Messaging

Select Platform

Facebook/Instagram

TikTok

Facebook/
Instagram advertising campaign information

Facebook/Instagram Links

What is the objective of this campaign?

Login Information

Sales Messaging

Facebook/Instagram Campaign Budget

TikTok advertising campaign information

TikTok Handle Link

Please enter a valid URL

What is the objective of this campaign?

Login Information

Sales Messaging

TikTok Campaign Budget

Linkedin advertising campaign information

Linkedin Handle Link

Please enter a valid URL

Login Information

What is the objective of this campaign?

Sales Messaging

Who are we targeting (Job Titles)

Specific Industry

Linkedin Campaign Budget

Pinterest advertising campaign information

Pinterest Handle Link

Please enter a valid URL

Login Information

Link to the board

What is the objective of this campaign?

Sales Messaging

Pinterest Campaign Budget

Would you also be interested in organic pinterest management?

YesNo

Social media access information

TikTok Username

TikTok Password

Instagram Username

Instagram Password

Threads Username

Threads Password

X Username

X Password

Pinterest Username

Pinterest Password

Snapchat Username

Snapchat Password

YouTube Username

YouTube Password

Google Business Profile

Facebook Fanpage

Do you use any social media management tools? If so, provide logins

Social media goals and expectations

Please choose the most important metrics to measure success on social media

What are your short-term goals for your social media presence?

What are your long-term goals for your social media presence?

What’s been working for you so far regarding your social strategy?

What hasn’t been working regarding your social strategy?

Which platforms have been most successful for your business and why?

What has been your most successful social media campaign or posts to date? (provide links if possible)

Have you experienced significant challenges with previous campaigns?

How do you align social media campaigns with other marketing efforts?

How does social media fit into your broader business strategy?

Social media workflows & approvals

Who needs to approve content and calendars?*

Please specify who is responsible for approving content and calendars

How many business days do they typically require approvals before scheduling content to be published?*

Please enter the number of business days required for approval before scheduling content

How involved would your team like to be in the content creation?

Are there staff or key stakeholders comfortable on-camera?

Please indicate whether you can refund or return your item or order

Social media campaign information

Start Date of Campaign

What platforms would you like to advertise on?

What product(s) or service(s) you want to promote on social media?*

Please enter product(s) or service(s) you want to promote on social media

Ideal Posting Frequency

Are we driving ad traffic to a Social Media profile, landing page, or website?*

Please specify whether you're driving ad traffic

Are there seasonal promotions or events you want us to plan content for?

Please enter details about any seasonal promotions or events you'd like us to plan content for

General inquiries, engagement, & direct messages

Who can we direct general inquiries to?*

Please provide the contact person for general inquiries

Who can we direct media inquiries to?*

Please provide the contact person for media inquiries

Who can we direct sponsorship or influencer partnership inquiries to?*

Please provide the contact person for sponsorship or influencer partnership inquiries

How do you handle customer service on social media?

Please provide the contact person for media inquiries

Have you ever faced any PR crises on social media? What happened and how was it resolved?

Please provide the contact person for sponsorship or influencer partnership inquiries

How do you typically respond to negative feedback or comments?

Please provide the contact person for media inquiries

Would you like us to feature key team members in your organization prominently in our social media strategy? If so, who are they and briefly describe their roles.

Please provide the contact person for sponsorship or influencer partnership inquiries

Advertising collateral

Sales Messaging

Imagery

Who is your main competition

Provide the URLs of your top competitors

What is their job title? What is their role?

What are their primary pain points in this role?

What does a typical day look like for your ideal customer?

Blogs

Competitor's Blogs

Do you have any case studies we can reference?

Are there any negative keywords and topics that you would like us to avoid discussing?

What do you hope to achieve with your blogs?

Do you have photo assets that the team can access for the blogs?

What sign-offs do you require?

Would you like to approve blog topics?

YesNo

What blogs/copywritting approval sign-offs do you require?

Mandatory review all content before going liveA predetermined window of 3-5 business days to review/edit before going liveNo approvals required before publishing live

Influencer campaign information

What are the goals of this marketing initiative?*

Please enter the goals of this marketing initiative

Start Date of Campaign

End Date of Campaign

Overall Campaign Budget

Primary Content Platforms

Secondary Content Platforms

How much content-per-influencer is expected?*

Please enter how much content-per-influencer is expected

Do the influencers require brand exclusivity

What product(s) or service(s) will you be providing each influencer as part of this engagement?*

Please enter product(s) or service(s) will you be providing each influencer as part of this engagement

Will influencers be required to drive user traffic to a Social Media profile, landing page, or use a promo code?*

Please provide all URL(s) and/or promo code details

Do you currently have a creative concept? If so, what is it?

YesNo

Influencer content paid amplification

Overall Paid Amplification Budget

Start date of paid amplification campaign

End date of paid amplification campaign

Website look and feel

In 2-3 sentences, describe the look and feel of your ideal site

Tell us about your likes and dislike about your current site

List at least 3 websites that you like and what you like about them

What are some colours we should be using for your site, and what should we steer away from?

Video general information

What platforms are you interested in hosting your video on?

How many different videos are you interested in creating?

Video Type

Approximate Length

What is your budget?

Specific formatting? i.e. 1:1 Square, 9:16 Social (Instagram Reels, Instagram Stories, TikTok), 16:9 Wide (YouTube, Website), etc

Are you open to other content formats, ie. commercial, short-form video, reactive content, etc?

Video contents

Provide a 5 - 10 sentence summary about your video's content

What is the desired action?

What is the key messaging of the video?

Is there a specific genre of music you’d like to use in your video content?

Do you require music used in your video to be royalty-free?

YesNo

Do you require graphics, lower thirds, or nameplates to be incorporated into your videos?

Do you require VFX or Sound Effects to be added in post-production?

Videography direction information

Please provide any good examples of lighting, props, composition, and aesthetics that you like

Please provide any bad examples of lighting, props, composition, and aesthetics that you like

Photography direction information

Brand Tone

Key Messaging

Objective of Photoshoot

Example(s) of Brand Photography you aspire or admire

Example(s) of Brand Photography you specifically do not like

Example(s) of good/bad lighting/editing or aesthetic that you like

Please provide any good examples of lighting, props, composition, and aesthetics that you like

Please provide any bad examples of lighting, props, composition, and aesthetics that you like

Photography content

Any specific formatting?*
_{ie. 1:1 Square, 4:5 Ratio, specific crops for banners, etc}

Please enter specific formatting

Are you open to a variety of content formats other than still photography?
_{ie. Stop Motion, Cinemagraphs, etc}

Location

How many photographs are required?

What is being showcased?

Where will the content be living?

Are there any participants/models?

Access information

Google Analytics Username

Google Analytics Password

Google Search Console Username

Google Search Console Password

Google My Business Username

Google My Business Password

Google Ads Username

Google Ads Password

Technical information

Where is your site being hosted?

Where is your domain registered?

How are your leads managed?

FTP Address

FTP Username

FTP Password

Cpanel Address

Cpanel Username

Cpanel Password

CMS Login Address

CMS Username

CMS Password

Email marketing objectives & audience

Do you currently have any audience segments? If so, which ones should we prioritize (e.g., new leads, loyal customers, or service-specific interests)?

If segmentation is not yet in place, are there specific audience groups you’d like us to create (e.g., by engagement level, purchase history, or demographics)?

Do you have strategies in place to build your email list further, or any partnerships we should leverage?

Are there specific considerations for your audience, such as price sensitivity or the need for clear educational content?

Is your current subscriber list compliant with relevant email marketing regulations (e.g., GDPR, CAN-SPAM)? Leave blank if not sure.

How do you currently handle subscriber consent and opt-ins, and are there any specific preferences for managing this?

How do you currently grow your eMail marketing subscriber list(s)?
_{i.e. lead forms, newsletter subscribe box on website, off-line/online incentives to subscribe, webinars, whitepapers and e-books, online sales check-out process, etc.}

Content planning

Do you have any upcoming promotions, launches, or seasonal offers we should plan for or a promotions calendar we can access?

Are there evergreen offers or key messages we should consistently include (e.g., free shipping, first-purchase incentives, VIP programs, referral programs)?

Do you have any existing content, such as newsletters, lead magnets, or educational materials, that we can leverage?

Are there any customer testimonials or case studies we can incorporate into the email campaigns?

Do you currently utilize any automated sequences (e.g., post-purchase follow-ups, abandoned cart reminders) that we should review or build upon?

Are there competitors or industry leaders whose email strategies you admire? What do you like about them?

Platform access

Which email platform do you currently use (e.g., Mailchimp, Klaviyo), or are you considering switching to something entirely different?

How would you prefer to provide us with access to your email platform? Would you like to share your username and password, or create a separate user account for our team?

Please let us know the preferred verification method if you use two-factor authentication for your email platform.

What is your desired launch date?

Desired launch date*

Please enter desired launch date

Is there a specific date you require content by for approval before launch?
_{*Typical editing timeline of 2-3 weeks for post-production}

Please enter desired launch date

Onboarding questionnaire

Select your service(s)

Let’s get started with the basics

Tell us about your business

Product & service information

Who is your target demographic?

Buyer persona

Tell us about your brand

Asset collection

Who is your main competition

Paid search campaign information

Ad copy information

Google my business information

Paid social general info

Campaign collateral

Facebook/
Instagram advertising campaign information

TikTok advertising campaign information

Linkedin advertising campaign information

Pinterest advertising campaign information

Social media goals and expectations

Social media workflows & approvals

General inquiries, engagement, & direct messages

Advertising collateral

Who is your main competition

Blogs

Influencer campaign information

Influencer content paid amplification

Website content

Website look and feel

Video general information

Video contents

Videography direction information

Photography direction information

Photography content

Access information

Technical information

Email marketing objectives & audience

Content planning

Platform access

What is your desired launch date?

Onboarding questionnaire

Select your service(s)

Let’s get started with the basics

Tell us about your business

Product & service information

Who is your target demographic?

Buyer persona

Tell us about your brand

Asset collection

Who is your main competition

Paid search campaign information

Ad copy information

Google my business information

Paid social general info

Campaign collateral

Facebook/Instagram advertising campaign information

TikTok advertising campaign information

Linkedin advertising campaign information

Pinterest advertising campaign information

Social media access information

Social media goals and expectations

Social media workflows & approvals

Social media campaign information

General inquiries, engagement, & direct messages

Advertising collateral

Who is your main competition

Blogs

Influencer campaign information

Influencer content paid amplification

Website content

Website look and feel

Video general information

Video contents

Videography direction information

Photography direction information

Photography content

Access information

Technical information

Email marketing objectives & audience

Content planning

Platform access

What is your desired launch date?

Facebook/
Instagram advertising campaign information