Client Checklist

This checklist is a tool to understand how best to help you with your marketing. Beyond your contact information, nothing is required. Please fill out as much as you feel comfortable with at this time and let me know if you have any questions.

Name *
Phone *
Marketing Needs Overview
What areas do you need help with? For the items you check, please fill out details below.
What Items Do You Need Help With?
Check all that apply.
What Items Do You Need Help With?
Check all that apply.
Is This an Ecommerce Site?
Is the primary purpose to sell products?
Do You Need a New Website?
Website Pages to Build/Add/Update
Think about your website and navigation. What pages would you like to have?
Pages can be added or deleted later.
Current Website Platform
If applicable.
Who Manages Your Current Website?
If applicable.
Mailchimp, ExactTarget, InfusionSoft, Etc.
What Types of Email Marketing Are You Interested In?
Check all that apply.
Earned/Paid Website Traffic
What Items Are You Interested In Using?
Facebook Reviews, Google Reviews, Trip Advisor, Yelp!, App Stores, Capterra, Etc.
Please outline your requirements.
What analytics do you currently use? Are there any you would like to add? (Google Analytics, Crazy Egg. Etc.)
What CRM do you currently use? How do you manage your contacts? Are there any tools you would like to add? (Salesforce, Act-On, Etc.)
Do you use or plan to use any marketing automation tools like HubSpot or Pardot?
Do you use or plan to use any chat or chatbot tools like Intercom or Drift?
Are you interested in marketing training for yourself or your team?
Please describe any non-digital/offline marketing you are doing and/or would like to add. (Print, Radio, TV, Etc.)
Anything else you would like to add or ask?