New Client Marketing Check List
COMPANY INFORMATION
Company name:
Address:
Telephone number:
Other phone number
Fax number:
Primary Email:
Number of owners:
Owner name:
CHECKLIST – SECTION 1: BUSINESS INFORMATION
Mission Statement and Vision:
Mission:
Vision:
Key Word Information
List of potential key words:
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Scope of Practice- Please list your
services and the problems that your
business solves.
Niche Services:
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5.
Competitor evaluation
Local competitors:
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Territory and niche
Territories of business:
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5.
Section 2: Customer Information
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What are typical questions customers will ask?
What is your primary form of communication with potential leads/prospects?
What is your guarantee?
Section 3: Website Information
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Budget for website: $ _________
A) Website Theme details
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Potential URL names preferred:
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Purpose of new website:
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Website goals for the next 6 months? 12 months?
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Target market for website? Please describe your typical customer including demographics, territory, etc.
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What theme/style do you prefer? Please provide list of similar industry websites.
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What core features/technical functionality would you prefer your website to have?
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What are the core features you’re looking for in a new website? Why do you want or need these features?
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How do you plan to track clients? Do you prefer a contact form and what information do you want to gather?
B) Branding/Design/Aesthetics
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What brand colors do you have in mind?
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What words, feelings, and images would you like to portray through your brand and website design?
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What do you dislike about competitive websites, which you prefer to disclude from your site?
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Describe what you would like your logo to include- colors, images, and words. Be as specific as possible.
Section 4: Marketing and Sales Information
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Marketing Budget: $ __________
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Are you interested in the following:
Search Engine Optimization (SEO) services which will help drive traffic to your website?
Traditional marketing and design services – to include print ads, brochures, flyers, trade show materials, and
other business marketing collateral.
Digital marketing- includes PPC (pay per click) advertising and digital ads (Google, Bing, etc.)
Social Media Marketing (SMM)- includes setup and maintenance of social sites including but not limited to
Facebook, Twitter, Google Plus, LinkedIn, and YouTube
What methods do you foresee to be most promising for growing sales?
In your industry experience, what has and has not worked in terms of marketing or sales? What negative or
positive experiences have you had? Please be as detailed as possible.
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Section 5: Account Access- Please include User ID, password, and email address if necessary.
Facebook account
Google Analytics account
Twitter account
Webmasters account
Google Plus account
PPC (Google AdWords) Account
LinkedIn account