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SEO for MarTech
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Services
Content SEO
Technical SEO
SEO for MarTech
Blog
New Client Intake Form
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General Questions
Company Name
*
Website
*
Name
*
First
Last
Email
*
Job Title
*
Next
About Your Business
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)
Yes
No
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?
*
Yes
Maybe
No
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Next
About Your Customers
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?
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Next
About Your Marketing Efforts
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 / Traffic
Sales
Lead Generation
Engagement / Loyalty
What are all of the marketing tactics and activities you are currently doing?
Email Marketing
Social Marketing (Paid)
Events / Trade Shows
Marketing Automation
Content Marketing
Direct Mail
SEO
Influencer Marketing
Print Advertising
Paid Search
Forums and online communities
Television Advertising
Social 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?
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What Can We Do For You?
Please select the type of work that you will be doing with Chosen Data
*
Technical audit
Content audit
Content optimization & improvements
Content strategy
Link building/outreach
Content production
Design/UX & CRO
Keyword research
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Next
Website, Tools & Analytics
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)
Yes
No
Do you have Google Search Console verified?
Yes
No
What CMS do you use? *
Wordpress
Shopify
Drupal
Squarespace
Joomla
Wix
Magneto
Other
What CRM do you use?
*
Salesforce
Contactually
Microsoft Dynamics
Zoho
HubSpot
Other
Sugar CRM
None
Pipedrive
Which Marketing Automation platform do you use?
*
HubSpot
Other
Pardot
None
Marketo
Any other marketing or analytics software that you subscribe to?
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