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

  • who is your target demographic?

  • Please provide a detailed list by country, region, city, postal/zip code.
  • Male %, Female %
  • Price, product selection, location, promotions, service, etc.
  • Interests, Job Titles, Hobbies, Life Stage, etc.
  • 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
  • Adwords 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


  • Add New Image
  • Facebook Advertising Campaign information

  • Do not include agency management fees or product included in the commission
  • Facebook, Instagram
  • Please provide as much detail as possible, including any related links to online product pages etc.
  • Please provide all relevant ad destination URLs
  • Facebook 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.
  • Please provide us with the best imagery for us to use in your Facebook ads
  • 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.
  • 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
  • Banner (Video, Static, Rotating); Image/Video Gallery; Service/Business/Product Highlights; About us/Who we are; Team/Staff; Recent blogs/news; Contact form; Location Information (Address, Hours); Email Newsletter Signup; Testimonials; Product Highlights; Logo Salad (Awards, Partners, etc.); Dynamic Social Media Feed

  •   
  • Website Look and Feel

  • Professional & Modern, Fun & Vibrant, Organic & Green, Luxury & Regal, Health & Medical, Other
  • 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).
  • Create a palette based off my primary brand colour that is warmer and calming; however, let's steer away from purple since that is our competitor's primary colour.
  • 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

  • Provide link to Dropbox/Google Drive of Imagery & Video
  • Provide link to Dropbox/Google Drive of Imagery & Video
  • Provide link to Dropbox/Google Drive of Imagery & Video
  • Provide link to Dropbox/Google Drive of Imagery & Video
  • Thank you

Read what our clients have to say

Universal Music

"At Universal Music, we are frequently tasked with launching new albums and products with little to no notice which can prove challenging for traditional agencies.
The team at the Influence Agency have proven time and time again their ability to be both nimble and efficient at delivering influencer campaigns that are strategically targeted, creative and most importantly impactful with our artists audiences."

Fraser MacKenzie -
U Music

Plan International

"The Influence Agency is phenomenal. They’re incredible outside-the-box thinkers and we’re a great alternative to the traditional marketing efforts taken for the NFP I work for. We worked directly with Stephanie and Tom, both who had a high level understanding of the industry and a completely professional approach to social promotion. Looking forward to working with their team again!"

Nicki Lamont -
Plan International

Distorted

"As a creator, it was so easy working with The Influence Agency. They've put me forward for a number of awesome campaigns and have given me full creative control to execute them. I can't wait to work with them in the future!"

Distorted Lens -
@distorted.lens

The Rosé Picnic

"The Influence Agency has been a huge part of our success for The Rose Picnic!! We love working with the team and look forward to many more great years together!"

Adam Julian Mahgoub -
Rosé Picnic

Exodus Festival Las Vegas

"The Influence Agency is by far one of the best agencies I've worked with in Toronto. They provide so much value to each and every one of their clients, and I've had the pleasure of working with them on many different campaigns. Not only are they professional, but very personable. They are a delight to work with, and I would recommend them to anyone interested in growing their brand or business in an meaningful and creative way."

Kassandra Nunes -
Exodus Festival Las Vegas

Mel Inspired

"Having blogged for 10 years and having worked with a plethora of agencies, The Influence Agency team has been one of the top agencies I've connected with. Their ability to both balance creator relations and interests, while maintaining the priorities of their brands is incredibly impressive. As a creator, the team is always supportive and responsive and truly makes developing branded content seamless! I always look forward to working with them!"

Mel Inspired -
@melhwang

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The Influence Agency: Influencer Marketing Toronto