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onboarding questionnaire

We’re excited to start working with you! Before we begin our setup, we’ll need some important information from you. If you have any questions about filling out the below – feel free to call us and we’ll be happy to walk through it together.

  • Let’s get started with the basics

  • tell us about your business

  • 0 to 150, 150 to 4500; 4,500 to 10,000; 10,000 to 25,000; 25,000+

  •   
  • who is your target demographic?

  • Please provide a detailed list by country, region, city, postal/zip code.
  • Price, product selection, location, promotions, service, etc.
  • Male %, Female %
  • Interests, Job Titles, Hobbies, Life Stage, etc.
  • Home Decor, Fitness, Cooking Etc.
  • Add File Upload for a csv or excel file
  • Google Ads campaign information

  • What local phone number can we forward your paid phone calls to?
  • For example: Weekday evenings and Saturday afternoons
  • Please Provide any Links to these webpages
  • Please Provide the URL
  • Ad Copy information

  • For example: Free Quote, 80% Off, Same Day Delivery, Emergency 24/7 Service, etc.
  • Please provide the name and website if possible.
  • For example: Better Business Bureau, Consumer Choice Award
  • For example: My current site is not optimized for mobile and tablet users.
  • Google My Business information

  • Provide Link To Dropbox/Google Drive/WeTrasnfer Of Imagery & Video
  • General Information about YOUR CAMPAIGN

  • Facebook, Instagram, Pinterest, Tik Tok
  • Please Provide As Much Detail As Possible, including Any Related Links to Online Product Pages Etc.
  • Please Provide All Relevant Ad Destination URLs.
  • Campaign Collateral

  • Including Offers And Promotions, Or Other Sales Messages That Will Entice A User To Click On Your Ad.For Example: 25% Off Until May 1st, Free Shipping, Lifetime Warranty, Etc.
  • What Makes Your Product/Service And /Or Business Better Than The Competition? For Example: 25 Years Experience, Lasts 25% Longer Than The Other Leading Brands, 100% Cotton, Etc.
  • Add New Image Please Provide Us With The Best Imagery For Us To Use across your Ads.
  • Facebook/Instagram Advertising Campaign Information

  • Sales, Awareness, leads
  • Username, Password, Create a new profile
  • Tik Tok Advertising Campaign Information

  • Sales, Awareness, leads
  • Username, Password, Create a new profile
  • Pinterest Advertising Campaign Information

  • Username, Password, Create a new profile
  • Sales, Awareness, leads
  • Linkedin Advertising Campaign Information

  • Username, Password, Create a new profile
  • Sales, Awareness, leads
  • Job Title, Job Function, Seniority, Field of Study, Managing Directors, Account Managers Etc
  • Media & Advertising, Construction, Retail, Hospital & Health Care Etc.
  • Social Media Access Information

  • Please provide your username
  • Please provide your password
  • Please provide your username
  • Please provide your password
  • Please provide your username
  • Please provide your password
  • Please provide your username
  • Please provide your password
  • ** We will request access to your Google MyBusiness from our Master Account - Please let us know if you require assistance granting access
  • ** We will request access to your Fanpage from our Master Account - Please let us know if you require assistance granting access
  • Product & Service Information

  • Toronto/Ontario/across Canada, the US, Worldwide? Please list all that apply
  • In-store, on our website, Amazon, Eventbrite.
  • % off, buy one get one free, exclusive sale* If promotion requires an online code for the purchase, please provide here as well
  • 1 month,3 months, this season, a specific date, etc.
  • Social Media Campaign information

  • Do not include agency management fees or product included in the commission
  • Facebook, Instagram, twitter, Snapchat, YouTube, Google My Business, LinkedIn
  • Please provide as much detail as possible, including any related links to online product pages etc.
  • 3 Posts / Week
  • @nfluenceagency and/or www.theinfluenceagency.com
  • General Inquiries, Engagement, & Direct Messages

  • Advertising Collateral

  • Including offers and promotions, or other sales messages that will entice a user to click on your ad.For example: 25% off until May 1st, free shipping, lifetime warranty, etc.
  • What makes your product/service and /or business better than the competition? For example: 25 years experience, lasts 25% longer than the other leading brands, 100% cotton, etc.
  • Provide Link To Dropbox/Google Drive/WeTrasnfer Of Imagery & Video
  • Brand Written Tone

  • What Tone Of Voice Do You Want Your Brand To Emulate Through Its Content? Comical, Witty, Playful, Friendly, Casual, Cheerful, Agressive, Etc.
  • Don't Use Purple Since That's A Competitor's Primary Colours.
  • Please Give Us A List Of Your Top 5 Most Important Keywords To Your Business.
  • Buyer Persona

  • Blogs

  • Please give us a list of 3 competitors or those within your industry that have blogs that you like.
  • Please give us a list of your top 5 most important keywords to your business.
  • Services that you specialize in and want to draw more attention to.
  • If so, what for? What were the qualifications to receive this award?
  • 500, 1000, 1500, 2000 (words)
  • Influencer Campaign Information

  • Do not include agency management fees or product included in the commission
  • Instagram, YouTube, Facebook, Twitter
  • Instagram, YouTube, Facebook, Twitter, Other
  • 3 Instagram image posts, 5 Instagram stories, 1 Facebook video post etc.
  • 3 Months, 6 Months, 1 Year +, I don't know, Exclusivity not required
  • Please provide as much detail as possible, including any related links to online product pages etc.
  • If YES, please provide all URL(s) and/or promo code details
  • Influencer Content Paid Amplification

  • Please provide the monthly budget for this campaign excluding agency management fees
  • Website Content

  • Purchase a product, book a reservation, sign up for our newsletter, book an appointment



  • Sales services, Marketing service, Web designing

  •   

  • Provide link to Dropbox/Google Drive of document or Add Content
  • Lightspeed, WooCommerce, shopify, Moneris

    Canada wide, International, Ontario only
  • Website Look and Feel

  • Professional & Modern, Fun & Vibrant, Organic & Green, Luxurious & Regal, Dark, Light, Illustrative, Youthful, etc
  • I like how this company (provide URL) has displayed their product. I like the negative space on this site (provide URL). I love the the structure of this site (provide URL).
  • I Like How This Company (Provide URL) Has Displayed Their Product. I Like The Negative Space On This Site (Provide URL). I Love The Structure Of This Site (Provide URL)
  • Give examples of colour descriptions “serious, warm, etc”, hex codes.
  • Video General Information

  • YouTube/Website/Standard, Instagram or Facebook Post, Instagram Story
  • Q&A, Social Media Videos, Location Tours, Event Recap, Product Highlight, Other
  • Video Contents

  • Newsletter Sign ups, Drive foot traffic, Purchase, Other
  • Sales messages, promotions, call to action,
  • Provide Examples
  • Photography Direction Information

  • Luxurious, Clean, Fun, Bright and Colourful, Dark and Moody, etc.
  • Photography Content

  • Restaurant, Outdoors, etc.
  • Products, People, Food, Location/Interior, etc.
  • On a website, social media, billboard, print, etc.
  • Asset Collection


  • Access Information

  • Or you can invite google@theinfluenceagency.com with full property level access
  • Or you can invite google@theinfluenceagency.com with full property level access
  • Or you can invite google@theinfluenceagency.com with full property level access
  • Or you can invite google@theinfluenceagency.com with full property level access
  • Or you can invite google@theinfluenceagency.com with full property level access
  • Or you can invite google@theinfluenceagency.com with full property level access
  • Or you can invite google@theinfluenceagency.com with full property level access
  • Or you can invite google@theinfluenceagency.com with full property level access
  • Technical Information

  • HostPapa, Squarespace, GoDaddy, etc.
  • GoDaddy, Namecheap, Google Domains, etc.
  • Email, Hubspot, Monday.com, etc.


  • Thank you

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    The Influence Agency: Influencer Marketing Toronto