Intake Form

FIRST NAME*

LAST NAME*

EMAIL ADDRESS (PLEASE SKIP IF COMING FROM UPWORK)

BUSINESS NAME*

WEBSITE/URL*

LINKEDIN URL*

WHAT’S YOUR STORY, HOW DID YOU GET YOUR BUSINESS STARTED?*

WHAT’S THE COMPANY’S BIGGEST CHALLENGE THIS YEAR AND HOW WILL THIS JOB HELP OVERCOME IT?*

IS THERE ANYTHING PROPRIETARY ABOUT YOUR COMPANY?*

WHAT IS YOUR OVERALL VISION?

Brand Awareness

Business Growth

Event Support

Product Promotion

Influencer Marketing

Guest Posting

We as an agency have decided to make the conscious decision to only work with business owners that work with purpose by having options to donate on your site when we begin media buying.

WE ALSO OFFER HELP WITH DOING THE RESEARCH AND FINDING THE PERFECT ONE THAT YOU FEEL MOST PASSIONATE ABOUT!*

CAN YOU CONFIRM THIS IS SOMETHING YOU CAN COMMIT TO WITHIN THE FIRST MONTH OF US WORKING TOGETHER?*

WHAT ARE THE MOST COMMON CHALLENGES RELATED TO YOUR INDUSTRY?*

WOULD YOU CONSIDER YOURSELF A B2B OR A B2C? IF BOTH, WHERE WOULD YOU LIKE US TO FOCUS FIRST?*

WHAT IS THE PREFERRED TYPE OF SALES EXPERIENCE IN YOUR INDUSTRY?*

HOW WILL WE MEASURE OUR PERFORMANCE SO WE KNOW WE ARE HAVING A POSITIVE IMPACT ON THIS CHALLENGE?*

If we were to go performance based, what would that look like for you? (For B2B we recommend cost per lead, cost per appointment set, commission off sales B2C mandated percentage of ad spend).
This ensures we can be fully staffed and grow as you grow while keeping hungry to always optimally perform at the highest level for you.

THE BASIC HUMAN PSYCHOLOGY BEHIND THIS METHOD OF INCENTIVIZATION IS THE REASON WHY AMERICA’S CAPITALIST SOCIETY IS THE LARGEST IN THE WORLD.*

TELL ME ABOUT THE TYPE OF CUSTOMERS YOU ATTRACT? DO YOU HAVE BUYER PERSONAS CREATED? (DON’T WORRY, WE HELP WITH THIS PROCESS AS WELL)*

CAN YOU GIVE ME 3 WORDS THAT YOUR BRAND REFLECTS? (BOLD, COLORFUL, MASCULINE, CHEERFUL, PROFESSIONAL, CHIC, MODERN, ETC.)*

WHO ARE YOUR BIGGEST COMPETITORS? (TOP 5 OR 10)*

WHY DO YOU THINK PEOPLE COME TO YOU OVER YOUR COMPETITION? WHAT IS YOUR USP? (UNIQUE SELLING PROPOSITION)*

DO YOU HAVE INTERNAL MARKETING AND/OR SALES TEAM, AND IF SO, HOW MANY AND WHAT ARE THEIR POSITIONS/RESPONSIBILITIES?*

DO YOU PREFER TO HIRE INTERNAL TEAMS OR EXTERNAL? WE ARE EQUIPPED TO FULLY STAFF YOU WITH A TEAM OF EXPERTS THAT ARE SEASONED PROFESSIONALS THAT WORK AROUND THE CLOCK WITH ZERO MANAGEMENT OR RISK IS TAKEN ON YOUR END. THIS ALSO ENSURES THAT WE ARE ABLE TO CLOSE WITHIN THE LIMITED TIME WINDOW WE HAVE TO MAKE AN IMPACT ON YOUR BUSINESS AND OVERALL BRAND HEALTH.*

WHAT ARE YOUR EXPECTATIONS FOR EACH STRATEGY DEPLOYED FOR YOUR ROI?*

WHAT IS THE SALES PROCESS FROM STRANGER TO PAYING GUEST WITH YOU?*

WHAT IS MAKING UP MOST OF THE CURRENT MONTHLY SALES VOLUME?*

HOW DO YOU CURRENTLY SPEND YOUR MARKETING DOLLARS?*

IS THERE A MARKET OR CUSTOMERS YOU THINK YOU’RE MISSING OUT ON?*

WHAT ARE YOU OFFERING FOR USER GENERATED CONTENT?*

WHAT ARE YOU OFFERING FOR FIRST TIME BUYERS? (“BUY 3 OR MORE”, “BUY 5 OR MORE” OFFERS, “WE HAVE MISSED YOU” OFFER (WHEN THE CUSTOMERS HAVE NOT PURCHASED FOR 180 PLUS DAYS), “SUBSCRIBE AND SAVE” OFFER BY EMAIL, FB MESSENGER, SMS)*

WHAT’S YOUR AVERAGE SALE?*

WHAT IS YOUR AVERAGE ORDER VALUE?*

ARE YOU KEEPING CUSTOMERS? AND WHAT IS YOUR CUSTOMER LOYALTY STRATEGY?*

WHAT IS YOUR CUSTOMER LIFETIME VALUE AND TOTAL NUMBER OF CUSTOMERS ACQUIRED? DO YOU HAVE TESTIMONIAL MATERIALS ALREADY MADE?*

WHAT IS YOUR AVERAGE CUSTOMER LIFECYCLE? (IN YEARS)*

WHAT IS YOUR GROSS MARGIN VALUE?*

WHAT IS YOUR 12 MONTHS CUSTOMER VALUE? / 6 MONTHS VALUE OF A CUSTOMER / 3 MONTHS VALUE OF A CUSTOMER?*

WHAT IS YOUR LIFETIME REVENUE GENERATED? / GROSS PROFIT GENERATED?*

WHAT ARE YOUR KPIS CURRENTLY AND WHERE WOULD YOU LIKE TO TAKE THEM?*

Accomplishments.
Write a sentence for what you have achieved in your career.

BE SURE TO DESCRIBE THE VALUE YOU CREATED. (“I SAVED MY COMPANY $200K BY IMPLEMENTING A GO GREEN INITIATIVE THAT MOTIVATED EMPLOYEES FROM THROUGHOUT THE ORGANIZATION.”)*

WHAT CRM ARE YOU USING? WE CREATED OUR OWN FRONT CRM THAT CAN SYNC WITH ANY IT IS JUST IMPORTANT TO KNOW THAT WE ONLY MANAGE THE ONE WE CREATED.*

WHAT ARE THE MOST COMMON OBJECTIONS TO YOUR PRODUCT OR SERVICE? (PLEASE LIST EACH SERVICE CATEGORY AND WITH MOST COMMON OBJECTIONS TIED TO EACH.)*

I don’t need this

I don’t know if this will work

Why should I buy from YOU

It’s too expensive

I’m confused & overwhelmed

WHAT ARE THE TOP QUESTIONS ASKED BY PROSPECTS?*

WHAT ARE THE TOP QUESTIONS ASKED BY YOUR CUSTOMERS?*

WHAT IS YOUR MINIMAL VIABLE PRODUCT?*

Comments

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