CLIENT Marketing ONBOARDING Please fill out the below form so we can get a better understanding of your background, your challenges and how we can assist you. Onboarding Form Name * First Last * Last Phone * Email * Company * Company Website Company Social Media Channels Facebook Instagram LinkedIn Twitter/X YouTube TikTok Other Tell me about your business/brand: What do you do, who's your ideal client, and what's your core offering? * What's current marketing is working well? * What are you most proud of in your marketing efforts? * If you were wildly successful, what would marketing look like? * What's your main marketing challenge right now? * Leads Conversions Content Tech OtherOther What do you want to achieve in the next 3-6 months? (Be specific: leads, revenue, conversions, etc) * Leads Revenue Conversions Social Followers OtherOther What marketing channels are you using? (Email, Social, Ads, SEO, Content) * Email Social Paid Advertising SEO Content Marketing OtherOther Which channels do you enjoy/hate the most? * What marketing tools are you currently using? * How do you track your results? * What does a successful mentorship look like for you? * What's holding you back from getting to the next level? * What's one thing you're doing that you know isn't working? * What stops you from doing what you know you should be doing? (Time, skills, confidence, perfectionism?) * What's one marketing skill you wish you had? * Submit If you are human, leave this field blank. Δ
