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Company Name *
Website *
Name * First
Last
Email *
Job Title *
What are some of your strengths? Why would someone pick you over a competitor? Have you gotten any positive feedback?
What are some of your weaknesses? Why would someone pick a competitor over you? Have you gotten any negative feedback?
Who would you consider to be your primary competitors? *
List 3-4, include website URL
Is your business cyclical? (i.e., do you notice a seasonal dip or spike in sales/traffic)
YesNo
Who are your company's thought leaders or experts that we can talk to for content?
How are marketing decisions made internally?
Does the person with final say in marketing decisions have the ability to get changes implemented to the site in a timely manner?
Do you have plans for a site redesign within the foreseeable future? *
YesMaybeNo
Describe your target audience
What are their pain points? What problems do you solve for them?
What is the estimated lifetime value of a customer?
What in particular do you need help with right now? What are your short term goals? *
What is your overall monthly marketing budget? Under $10,000$20,000-$40,000$10,000-$20,000$40,000+
What is your monthly marketing budget for SEO & Content? * *Not including direct costs and advertising budgets Under $4,000$12,000-$20,000$4,000 - $8,000$20,000+$8,000-$12,000
Which two areas of business are you struggling most with? Brand Awareness / TrafficSalesLead GenerationEngagement / Loyalty
What are all of the marketing tactics and activities you are currently doing?
Email MarketingSocial Marketing (Paid)Events / Trade ShowsMarketing AutomationContent MarketingDirect MailSEOInfluencer MarketingPrint AdvertisingPaid SearchForums and online communitiesTelevision AdvertisingSocial Marketing (Organic)Public Relations (PR)Radio Advertising
What are some of the strategies that have worked in the past?
Do you have any lead magnet assets created?
Please select the type of work that you will be doing with Chosen Data * Technical auditContent auditContent optimization & improvementsContent strategyLink building/outreachContent productionDesign/UX & CROKeyword research
Who was your previous or current SEO & content agency?
Have you configured your conversion tracking in Google Analytics? (i.e. goals and transactions if applicable)
Do you have Google Search Console verified?
What CMS do you use? *
WordpressShopifyDrupalSquarespaceJoomlaWixMagnetoOther
What CRM do you use? *
SalesforceContactuallyMicrosoft DynamicsZohoHubSpotOtherSugar CRMNonePipedrive
Which Marketing Automation platform do you use? *
HubSpotOtherPardotNoneMarketo
Any other marketing or analytics software that you subscribe to?
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