Affluent Agency Onboarding Form - *Client Name*
This questionnaire will help us paint a fuller picture of your business and makes creating your initial marketing strategy
a lot easier for us. Please fill in digitally & return or feel free to print & scan if preferred.
What tools and platforms are you currently using in your marketing efforts?
What are the steps in your current sales process?
What are your goals from working with us?
What is the lifetime value (LTV) of each customer?
How much does it cost you to acquire a customer?
What is the Age Range & Gender of your typical clients?
What type of household do they live in, what’s their income?
What are your customer’s biggest pain points?
What are the common hesitations your clients have?
Any additional useful information?