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Info Form – Client Intake New
Digital Info
Company Name
Trading Name
Registration Number
VAT Number
Industry
Company Size
Number of Employees
Years in Business
Website URL
Company Address
Physical Address
Postal Address
City
Province/State
Postal Code
Country
Time Zone
Primary Contact
Full Name
Job Title
Email Address
Mobile Number
Decision Maker
Decision Maker Name
Decision Maker Position
Decision Maker Email
Business Overview
Company Description
Products or Services Offered
Target Customers
Primary Business Goals
Biggest Current Challenges
Social Media
What Platforms do you use for marketing ?
Facebook
Instagram
Tiktok
Other
None
Main goal for digital marketing ?
More Followers
More Leads
More Engagement
Awareness
Build Trust
Where do you sell from ?
Home
Shop premises
Factory
Online
Facebook Page
Instagram Page
Youtube Page
LinkedIn Personal Profile
LinkedIn Company Profile
TikTok Page
Other Social Profiles
Project Details
Project Name
Project Description
Desired Outcome
Success Criteria
Expected Deliverables
Target Launch Date
Budget Range
Current Situation
Current Solution Being Used
What Is Working Well?
What Is Not Working?
Why Are You Looking For A New Solution?
Technology & Systems
Website Platform
CRM System
Accounting System
Other Software Used
Existing Integrations
Required Integrations
Marketing & Sales
Main Lead Sources
Monthly Lead Volume
Sales Process Description
AI & Automation (If Applicable)
Current AI Tools Used
Current Automations Used
Processes To Automate
Desired AI Outcomes
Access & Assets
Website URL
Domain Registrar
Hosting Provider
Brand Guidelines Available
YES
NO
Logo Available
YES
NO
Compliance & Security
Industry Regulations Applicable
NDA Required
YES
NO
Special Security Requirements
Project Preferences
Preferred Communication Method
Preferred Meeting Frequency
Preferred Working Hours/Timezone
Success Metrics
Main KPI To Improve
Expected ROI
Business Goals For Next 12 Months
File Uploads
Company Profile
Logo Files
Upload product image or advert that best represent your business
Brand Guidelines
Existing Documentation
Requirements Documents
Process Documents
Comments or extra information for company profile
Final Confirmation
Additional Notes
How Did You Hear About Us?
Terms & Conditions Acceptance
I have read and agree to the Terms & Conditions.
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Social Marketing
Security
Our Packages
About Us
Contact Us