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Marxeting Agency Client Onboarding Form

Company Information

First Name

Email *

Phone *

What is the full legal name of your business?

Website

other online places where your your business is presented

What year was your company founded?

What is your business address?

What is your tax ID number / RFC / EIN?

Please provide a brief history of your company (1-2 paragraphs)

What is your company's mission statement?

What are your core values as a business?

What products or services do you offer?

Please list and briefly describe each.

What are your pricing tiers or packages?

Who are your top 3 competitors?

What makes your business unique compared to competitors?

What are your business goals for the next 6-12 months?

Target audience

Target Audience Please attach your ideal customer profile (ICP) document here or fill out the questions below.

What market/industry/niche do you serve?

Are there any other adjacent markets?

What is the ideal company headcount for your ideal clients?

How long has your ideal client been in business?

What is the ideal revenue level of your client?

What is the title of clients you target?

What geographic areas do you serve or target?

What makes them toss and turn at night?

What gives them anxiety when they think about it not being solved?

What scares them about this?

What are their 3 biggest daily frustrations?

What do they desire the most?

What's the motivation behind them wanting to get out of their current state?

What's your niche's perception of their desired state?

Why is it so much better than where they currently are?

Why are they wanting to leave their current state?

What's painful about being in their CS?

What are they currently doing to try and overcome those roadblocks?

Why isn't that working?

From a belief/mental standpoint, what are they believing to be true that's holding them back?

What are the things holding them back from believing they can't do it.even though they see other people achieve the same desire?

If heard in a conversation, what would make your niche instantly interrupt a conversation and join in?

Brand Information

Brand Information Please attach your brand information document here or fill out the questions below.

Describe your brand personality in 3-5 adjectives.

What emotions do you want your brand to evoke?

Do you have brand guidelines?

If yes, please share them.

What are your brand colors

(hex codes if available)

What fonts do you use for your brand?

Do you have a slogan or tagline?

Are there any specific visual elements that should always be included?

Are there any specific terms, phrases, or language styles you prefer to use or avoid?

Current Marketing

What marketing channels are you currently using?

What has worked well for you in the past?

What hasn't worked well?

Do you have any existing content we can repurpose?

What are your current conversion rates

What is your current customer acquisition cost

Do you have any testimonials or case studies we can use?

Access Information.

if you are okay to share

Website hosting credentials

Domain registrar access

Social media account access

Google Analytics/Google Search Console access

Email marketing platform access

CRM access

Content management system access

Ad platform access

Any other relevant tools or platforms

Content Creation

Who will be the point of contact for content approvals?

Are there specific team members who should be featured in content?

What locations are available for content creation/filming?

Are there specific products/services you want to highlight?

Do you have any upcoming events, promotions, or launches?

What days/times are you available for content creation sessions?

Goals and KPIs

What specific metrics are most important to you?

How many leads are you aiming to generate monthly?

What is your target cost per lead?

What is your average conversion rate from lead to customer?

What is your customer lifetime value?

What would make this marketing partnership a success in your eyes?

Additional Information

* Please add any other details you think we should know or that we may have missed.

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