B2C Content Strategy Onboarding Form

Client Onboarding Digital Marketing Strategy Form

Welcome! We're so glad you're here.

The most critical component of developing a performance digital content strategy that LANDS with your target customer and works to grow your brand, drive sales, and increase loyalty is a solid grip on who we're trying to connect with. The questions below are meant to glean as much info about them from your brain as possible, and then we'll move forward to explore how this person behaves on social media. The more detail you can give us, the better our work will be!

Your name & business *

Email *

Does your business have a dedicated marketing team or personnel?

Yes

No

Who is responsible for social media management in your business? Who is responsible for SEO, ads and content creation? *

What is your annual digital marketing budget?

< 1% of gross annual revenue

1% < 5% of gross annual revenue

5% < 10% of gross annual revenue

10% < 15% of gross annual revenue

15% < 20% of gross annual revenue

> 20% of gross annual revenue

What is your most important business objective on social media?

Tell us about the product(s) and/or services(s) you sell. Please list in order of how many units you sell (best sellers at the top): *

Who is your ideal target customer? (Gender, age, location, and primary problem they have that you solve) *

Where are they in life? How would you describe the phase of life they are living in? Speak from general to specific with whatever comes to mind first. *

What values are most important to them? * *

What does their personal/professional life look like day-to-day? *

What’s the biggest problem your ideal client has? *

What does your perfect client want more than anything else? * *

What is their most urgent, pressing need they have to have solved right away (the real pain they’re facing, the thing they need fixed immediately)? *

What do they expect from the brands they partner with? Do they expect more than a high quality product? If so, what? *

What do you think are their favorite types of social media accounts to follow (in your industry, or not)? We'd love for you to also provide handles of specific accounts if you can.

When they’re on social media, what are they doing? Passively scrolling at the end of the day? Actively seeking inspiration?

Where do they shop, both brick & mortar and online? Bonus points for specific retailer names

What is your Unique Value Proposition? In other words, what does your brand or product do better than any other competitors, or why would someone buy from you instead of anywhere else?

Who are your top 3 competitors? *

Please share any product brand or product informational documents

Please share your brand guidelines, logos, colors & fonts. Space for written details below, or file upload in next question

File Upload

Please provide links to a few social accounts of similar brands whose social presence you like and aspire to be like. Bonus points if you can describe what you like about them!