1Account Contact2Brand Assets3Account Credentials4Tone & Topic Guidelines Again, we welcome you to jWeb Digital Marketing. The following questionnaire is the jumping-off point for digital marketing efforts. Please answer to the best of your knowledge. Know that none of the fields are required, and we will be touching on these points and others during the initial Discovery meeting. If we have been working together on other efforts, some of the questions may be redundant; feel free to skip those. Account ContactDigital Marketing Contact First Last Email PhoneDisplay AddressPlease provide the address to publicly display on all digital marketing channels. Please Note: We are unable to use a PO Box address for some platforms. Please provide a physical address. Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Display PhoneWebsite BRAND ASSETSOne of the most valuable things that a company can have right is a strong and consistent brand. Providing branding guidelines gives the entire team a point of reference if they have a question about using your brand colors, fonts and more. (Quick Stat: Having a consistent brand across all marketing channels increases revenue by 23%)Style Guide, Logo, GraphicsPlease upload any brand files: logos, style guides, fonts, etc.Max. file size: 50 MB.FontsPlease list approved fonts if a Style Guide is unavailable.Brand ColorsPlease list corporate colors if a Style Guide is unavailable (#hex, RBG, PMS). ACCOUNT CREDENTIALSShould the scope of Digital Marketing include Facebook, Google My Business, and LinkedIn, the current page admins will be receiving a notification directly from those platforms, notifying them that jWeb is asking for Admin Access. Please approve/grant the access. Other social media channels will require us to have user names and passwords. Please provide the credential below where appropriate. Google Ad AccountPlease provide us with the 10 digit Ad ID. It is located on the top left of the Google Ad Account page. Facebook Ad AccountPlease provide us with your current Facebook Ad ID. Dropbox LoginPlease provide us the credentials for Dropbox login.Instagram LoginPlease provide credentials to the Instagram Account if it is not linked to Facebook.Newsletter LoginPlease provide us the credentials for your current newsletter platform.Other LoginsPlease provide login credentials for any other marketing platforms used that are not listed here. (example: Canva, Manufacture Portals, CRM, CallRail) Google/YouTube Accounts Please add [email protected] as a user to the following accounts. 1. Google Analytics 2. Google My Business 3. Google Merchant Center 4. Google Tags Manager 5. YouTube LinkedIn Please add Mat Camp as a super admin COMPANY PROFILEAs we begin developing a strategy, it is essential to understand the company and audience's tone and culture. Please answer the questions below in as much detail as possible to help us build a complete company and audience profile.1. What current marketing methods and messages have had the best return on investment?2. What are the characteristics of your current client base? (Age, income, gender, specific geographical area, business size, etc.).3. Is there an audience/demographic/geographic area you’d like to target or improve upon? Please provide as many details as possible.4. What is the mission and vision of your business?5. What is your value proposition/the promise your firm makes to its clients that provide an easy to understand reason why a potential client would hire you?6. Who are your competitors? How do they compete with you? How does your company differentiate itself from the competition? (Provide specific information pertaining to your direct competition including website address, practice areas, types of marketing used, reputation, etc.)7. How are you currently marketing yourself? Are there any specific tactics and strategies that are working well? Any marketing efforts that have not worked well?8. How would you describe an ideal sales funnel that turns a lead into a paying client? Please provide details that are relevant to your firm’s current conversion process and where you think improvements can be made, if any. Are you currently using any type of analytical tool or tracking mechanism for your website and/or marketing efforts?9. Call To Action (CTA)What CTA do you typically want readers to take after engaging with content? Make a purchase Phone call Email Text message Download content Sign Up for newsletters Complete a form Click to related content Upload an RFP Request a quote Request an appointment Make a purchase Like a post Share a post Comment on a post 10. PromotionsDoes your company participate in any of the following? New Years Presidents Day Valentines Day Easter Mother's Day Memorial Day Father's Day Mothers Day Fourth of July Labor Day Back To School Columbus Day Black Friday Small Business Saturday Cyber Monday Membership Discounts Loyalty Programs Other 11. What hashtags do you currently use?12. Industry TaboosWhat terms, phrases, topics etc. should we avoid using?
