Onboarding Intake Form

WE ARE EXCITED TO START YOUR MARKETING PROJECT.

Step 1

Please complete the following form so our team can prepare to ensure we provide valuable insights during our kick off meeting.

Step 2

After submitting this form, you will be directed to schedule your kick-off meeting. Our goal during this session is to acquire an in-depth understanding of how your organization operates and develop your buyer personas, brand story, advertising strategy, benchmark analysis, and review proposed deliverables, and potential challenges and solutions. We highly recommend that anyone from your team who will be involved in the marketing campaign attend as this will build the foundation for everything we do moving forward.

Step 1 of 8 - Contact Information

12%

Name(Required)

First Last

Business Email(Required)

Mobile Phone Number(Required)

We will use this to communicate via text.

Company Name(Required)

How many team members will be involved in this project?(Required)

TEAM MEMBER 1

Name(Required)

First Last

Role(Required)

Business Email(Required)

Mobile Phone Number(Required)

We will use this to communicate via text.

Is this person a decision maker?(Required)

When required, decision makers can approve or reject items.

Yes

TEAM MEMBER 2

Name(Required)

First Last

Role(Required)

Business Email(Required)

Mobile Phone Number(Required)

We will use this to communicate via text.

Is this person a decision maker?(Required)

When required, decision makers can approve or reject items.

Yes

TEAM MEMBER 3

Name(Required)

First Last

Role(Required)

Business Email(Required)

Mobile Phone Number(Required)

We will use this to communicate via text.

Is this person a decision maker?(Required)

When required, decision makers can approve or reject items.

Yes

TEAM MEMBER 4

Name(Required)

First Last

Role(Required)

Business Email(Required)

Mobile Phone Number(Required)

We will use this to communicate via text.

Is this person a decision maker?(Required)

When required, decision makers can approve or reject items.

Yes

TEAM MEMBER 5

Name(Required)

First Last

Role(Required)

Business Email(Required)

Mobile Phone Number(Required)

We will use this to communicate via text.

Is this person a decision maker?(Required)

When required, decision makers can approve or reject items.

Yes

How many years has your company been in business?(Required)

When was the company founded?(Required)

Describe what your company does?(Required)

Keep it simple. Assume you are speaking to a child.

What products or services do you offer?(Required)

List all products and services. Include a brief description if necessary,

How much do your products or services cost?(Required)

Specify pricing for all products and services.

Does your company have a tagline/slogan?(Required)

Yes

What is your company tagline/slogan?(Required)

Will your company use an alternate name?(Required)

Some companies use abbreviations or nicknames.

Yes

What is the alternate name?(Required)

What are your prospect’s most common objections?(Required)

What stops prospects from acquiring your product or service?

Who are your competitors?(Required)

We will use this information to research them and gather insights.

What do your competitors do well?(Required)

Identify the competitors you are referring to.

What can your competitors improve?(Required)

Identify the competitors you are referring to.

How familiar is your audience with your business?(Required)

1 – Never heard of you	2 – Heard of you	3 – Seen you	4 – Recognize you	5 – See you everywhere

Are you currently running ads?(Required)

Yes

What is the ultimate goal or goals we need to help you achieve?(Required)

How will you determine if our support was a success? Click this link to download our S.M.A.R.T. Goals Worksheet

Specify what ads are running, where, and if they are being effective.(Required)

Which methods have you previously used to advertise?(Required)

Facebook

YouTube

Instagram

Google Ads

Microsoft Ads

Streaming Ads (OTT)

Yelp

Twitter

Snapchat/TikTok/Pinterest

Groupon

Email Marketing

Direct Mail

Direct Texts

Voice Drops

Newspapers

Magazines

Flyers

Signage

Radio (Ads)

Radio/Podcast (Talk Show)

Billboards

Influencers

Blogs

Events (Booth)

Events/Workshops (Public Speaking)

Word of Mouth (Referrals)

Word of Mouth (Partners)

Public Relations

Other

None

Specify the method used for advertising.(Required)

Facebook

How effective was Facebook for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

YouTube

How effective was Youtube for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Instagram

How effective was Instagram for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Google Ads

How effective was Google Ads for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Microsoft Ads

How effective was Microsoft Ads for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Streaming Ads (OTT)

How effective were Streaming Ads (OTT) for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Yelp

How effective was Yelp for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

How effective was LinkedIn for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Twitter

How effective was Twitter for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Snapchat/TikTok/Pinterest

How effective was Snapchat/TikTok/Pinterest for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Groupon

How effective was Groupon for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Email Marketing

How effective was Email Marketing for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Direct Mail

How effective was Direct Mail for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Direct Texts

How effective were Direct Texts for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Voice Drops

How effective were Voice Drops for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Newspapers

How effective were Newspapers for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Magazines

How effective were Magazines for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Flyers

How effective were Flyers for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Signage

How effective was Signage for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Radio (Ads)

How effective was Radio (Ads) for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Radio/Podcast (Talk Show)

How effective was Radio/Podcast (Talkshow) for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

TV

How effective was TV for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Billboards

How effective were Billboards for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Influencers

How effective were Influencers for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Blogs

How effective were Blogs for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Events (Booth)

How effective were Events (Booth) for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Events/Workshops (Public Speaking)

How effective were Events/Workshops (Public Speaking) for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Word of Mouth (Referrals)

How effective was Word of Mouth (Referrals) for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Word of Mouth (Partners)

How effective was Word of Mouth (Partners) for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Public Relations

How effective was Word of Mouth (Partners) for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was successful or a failure?(Required)

Other

How effective was Other for advertising?(Required)

1 – Made no difference	2 – Less than expected	3 – Met expectations	4 – More than expected	5 – Exceeded expectations

What was the goal and outcome?(Required)

What did the advertising say?(Required)

Provide as much info as possible.

Why do you think it was succesulf or a failure?(Required)

Do you have a website?(Required)

Yes

Enter your website URL.(Required)

We recommend copying and pasting your website URL from your browser. Otherwise, include https:// at the beginning of your URL.

Is Google Analytics installed?(Required)

Google Analytics tracks traffic and behavior on your website.

Yes

Not sure

Do you have an alternate website?(Required)

Yes

Enter your alternate website URL.(Required)

We recommend copying and pasting your website URL from your browser. Otherwise, include https:// at the beginning of your URL.

What is the purpose of this alternate website?(Required)

Should the alternate website be the primary website used?(Required)

Yes

Is Google Analytics installed in the alternate website?(Required)

Google Analytics tracks traffic and behavior on your website.

Yes

Not sure

Would you like information on web design?(Required)

Yes

Do you have a logo?(Required)

Yes

Upload your high-quality logo.(Required)

Upload all approved variations of your logo.

Drop files here or

Max. file size: 50 MB.

Would you like information on logo design?(Required)

Yes

No, use my company’s name.

Do you have files or other assets that we could use for reference?(Required)

Flyers, brochures, postcards, etc.

Yes

Upload your files.(Required)

Drop files here or

Max. file size: 50 MB.

Would you like information on marketing products?(Required)

Yes

Do you have examples or references to copywriting that you have used?(Required)

Blogs, newsletters, flyers, brochures, etc.

Yes

Upload your files.

Drop files here or

Max. file size: 50 MB.

Paste your URL’s.

Do you have previous marketing data?(Required)

Data or access to previous ad accounts.

Yes

What data do you have?(Required)

Do you have testimonials?(Required)

Yes

Upload your testimonials.

Drop files here or

Max. file size: 50 MB.

Do you have a customer or lead list?(Required)

Lists with full names, emails, phones, and other contact info can help us build lookalike audiences to target people with similar attributes.

Yes

Upload your lists.

Drop files here or

Max. file size: 50 MB.

Do you have a Customer Relationship Manager (CRM)?(Required)

A CRM helps you keep track of leads and customers throughout the buyer journey.

Yes

What CRM do you use?(Required)

How do you manage leads and customers?(Required)

Would you like information on CRM solutions?(Required)

Yes

Do you have a brand style guide?

A brand style guide identifies the logos, colors, and fonts that we must use to maintain brand consistency.

Yes

Upload your brand style guide.(Required)

Drop files here or

Max. file size: 50 MB.

Would you like information on creating a brand style guide for your company?(Required)

Yes

Do you have design or copywriting constraints?(Required)

Are there any colors, words or images that we should avoid?

Yes

Specify the restrictions.(Required)

Do you have a voice and tone guide?(Required)

A voice and tone guide identifies your brand’s personality so it can communicate consistently across different media channels.

Yes

Upload your voice and tone guide.(Required)

Drop files here or

Max. file size: 50 MB.

Would you like information on a voice and tone guide?(Required)

Yes

IDENTIFYING YOUR TONE

IN THIS SECTION WE WILL HELP YOU IDENTIFY YOUR BRAND’S TONE.

Friendly vs Corporate and Professional(Required)

Assign a percentage to each. The sum of both should total 100%.

Spontaneous and High Energy vs Careful Thinking and Planning(Required)

Assign a percentage to each. The sum of both should total 100%.

Modern vs Classic and Traditional(Required)

Assign a percentage to each. The sum of both should total 100%.

Sales Focused vs Value Driven(Required)

Assign a percentage to each. The sum of both should total 100%.

Active Voice vs Passive Voice(Required)

Assign a percentage to each. The sum of both should total 100%.

IN THIS SECTION WE WILL HELP YOU CRAFT A UNIQUE BRANDED STORY TO CLARIFY YOUR MESSAGE AND GET YOUR AUDIENCE TO LISTEN.

How many audiences will you target?(Required)

Audiences can be customers, partners, donors, etc.

When crafting a story, your audience becomes your character.

CHARACTER 1

Who is this character?(Required)

What age groups does this character represent?(Required)

Use the following age groups: Under 18, 18-24, 25-34, 35-44, 45-54, 55-64, 65 and over. The sum should total 100%.

What gender does this character represent?(Required)

Assign a percentage to each. The sum of both should total 100%.

What languages does this character speak?(Required)

Assign a percentage to each. The sum should total 100%.

What ethnicities does this character represent?(Required)

Use the following ethnic groups: American Indian or Alaska Native, Asian, Black or African American, Hispanic or Latino, Native Hawaiian or Other Pacific Inlander, White. The sum should total 100%.

Where does this character live?(Required)

Specify by state or cities. If specifying a city, include the mile radius to be covered. Only consider the areas that ads will target.

What household income range does this character represent?(Required)

Specify multiple household income ranges if necessary.

Select all the relationship statuses that this character represents.(Required)

Civil Union

Complicated

Divorced

Domestic Partnership

Engaged

In a relationship

Married

Open Relationship

Separated

Single

Unspecified

Widowed

Select all the educational levels that this character represents.(Required)

Associate degree

College grad

Doctorate degree

High School grad

In college

In grad school

In high school

Master’s degree

Professional degree

Some college

Some grad school

Some high school

Unspecified

Select all the industries that this character represents.(Required)

Large business-to-business enterprise employees (500+ employees)

Administrative Services

Architecture and Engineering

Arts, Entertainment, Sports and Media

Business Decision Makers

Business and Finance

Business decision maker titles and interests

Cleaning and Maintenance Services

Community and Social Services

Computation and Mathematics

Construction and Extraction

Education and Libraries

Farming, Fishing and Forestry

Food and Restaurants

Government Employees (Global)

Healthcare and Medical Services

IT Decision Makers

IT and Technical Services

Installation and Repair Services

Legal Services

Life, Physical and Social Sciences

Management

Medium business-to-business enterprise employees (200 - 500 employees)

Military (Global)

Production

Protective Services

Sales

Small business-to-business enterprise employees (10 – 200 employees)

Transportation and Moving

Veterans (US)

Other

Specify the industry.(Required)

What does this character want?(Required)

What is your character’s primary goal?

What else does this character want?(Required)

What are your character’s secondary goals?

What problems does this character have?(Required)

What is causing this character conflict? List all potential problems.

How does the character’s problems make them feel?(Required)

Visit this link to help you describe how your character feels: How to describe emotions and feelings

What is your philosophical take on these problems?(Required)

Think of this as your one line value proposition. Start by answering why your company was founded. List 2-3 pitches.

Empathize with their problem.(Required)

Be empathetic to let them know it will be ok. List 2-3 statements.

What is your competitive edge?(Required)

What gives you authority in your space? List as many competitive advantages, awards, or certifications.

Summarize your solution into 3-5 steps.(Required)

Keep it simple. People like plans that are easy to understand.

Create your call to action (CTA).(Required)

Identify the primary action they need to take.

Provide resources with more info.(Required)

Provide more information or added value so your character feels confident about taking action. List 2-3 resources or incentives.

What results can your character expect from your product or service?(Required)

List all the benefits: happiness, time, results, etc.

What will happen if your character does not take action?(Required)

List all the tragic results.

Identify your characters transformation.(Required)

Use a “from” and “to” statement to take your character from zero to hero. List 2-3 statements.

ONE-LINER

YOUR ONE LINER CAN BE USED FOR BUSINESS CARDS, EMAIL SIGNATURE, SOCIAL MEDIA BIO, AND CAN BE EXPANDED TO A FULL ELEVATOR PITCH.

State the problem or pain point your character faces.(Required)

Talk about your solution to the problem.(Required)

Describe the result your character will experience from your product or service.(Required)

CHARACTER 2

Who is this character?

What age groups does this character represent?(Required)

Use the following age groups: Under 18, 18-24, 25-34, 35-44, 45-54, 55-64, 65 and over. The sum should total 100%.

What gender does this character represent?(Required)

Assign a percentage to each. The sum of both should total 100%.

What languages does this character speak?(Required)

Assign a percentage to each. The sum should total 100%.

What ethnicities does this character represent?(Required)

Use the following ethnic groups: American Indian or Alaska Native, Asian, Black or African American, Hispanic or Latino, Native Hawaiian or Other Pacific Inlander, White. The sum should total 100%.

Where does this character live?(Required)

Specify by state or cities. If specifying a city, include the mile radius to be covered. Only consider the areas that ads will target.

What household income range does this character represent?(Required)

Specify multiple household income ranges if necessary

Select all the relationship statuses that this character represents.(Required)

Civil Union

Complicated

Divorced

Domestic Partnership

Engaged

In a relationship

Married

Open Relationship

Separated

Single

Unspecified

Widowed

Select all the educational levels that this character represents.(Required)

Associate degree

College grad

Doctorate degree

High School grad

In college

In grad school

In high school

Master’s degree

Professional degree

Some college

Some grad school

Some high school

Unspecified

Select all the industries that this character represents.(Required)

Large business-to-business enterprise employees (500+ employees)

Administrative Services

Architecture and Engineering

Arts, Entertainment, Sports and Media

Business Decision Makers

Business and Finance

Business decision maker titles and interests

Cleaning and Maintenance Services

Community and Social Services

Computation and Mathematics

Construction and Extraction

Education and Libraries

Farming, Fishing and Forestry

Food and Restaurants

Government Employees (Global)

Healthcare and Medical Services

IT Decision Makers

IT and Technical Services

Installation and Repair Services

Legal Services

Life, Physical and Social Sciences

Management

Medium business-to-business enterprise employees (200 - 500 employees)

Military (Global)

Production

Protective Services

Sales

Small business-to-business enterprise employees (10 – 200 employees)

Transportation and Moving

Veterans (US)

Other

Specify the industry.(Required)

What does this character want?(Required)

What is your character’s primary goal?

What else does this character want?(Required)

What are your character’s secondary goals?

What problems does this character have?(Required)

What is causing this character conflict? List all potential problems.

How does the character’s problems make them feel?(Required)

Visit this link to help you describe how your character feels: How to describe emotions and feelings

What is your philosophical take on these problems?(Required)

Think of this as your one line value proposition. Start by answering why your company was founded. List 2-3 pitches.

Empathize with their problem.(Required)

Be empathetic to let them know it will be ok. List 2-3 statements.

What is your competitive edge?(Required)

What gives you authority in your space? List as many competitive advantages, awards, or certifications.

Summarize your solution into 3-5 steps.(Required)

Keep it simple. People like plans that are easy to understand.

Create your call to action (CTA).(Required)

Identify the primary action they need to take.

Provide resources with more info.(Required)

Provide more information or added value so your character feels confident about taking action. List 2-3 resources or incentives.

What results can your character expect from your product or service?(Required)

List all the benefits: happiness, time, results, etc.

What will happen if your character does not take action?(Required)

List all the tragic results.

Identify your characters transformation.(Required)

Use a “from” and “to” statement to take your character from zero to hero. List 2-3 statements.

ONE-LINER

YOUR ONE LINER CAN BE USED FOR BUSINESS CARDS, EMAIL SIGNATURE, SOCIAL MEDIA BIO, AND CAN BE EXPANDED TO A FULL ELEVATOR PITCH.

State the problem or pain point your character faces.(Required)

Talk about your solution to the problem.(Required)

Describe the result your character will experience from your product or service.(Required)

CHARACTER 3

Who is this character?(Required)

What age groups does this character represent?(Required)

Use the following age groups: Under 18, 18-24, 25-34, 35-44, 45-54, 55-64, 65 and over. The sum should total 100%.

What gender does this character represent?(Required)

Assign a percentage to each. The sum of both should total 100%.

What languages does this character speak?(Required)

Assign a percentage to each. The sum should total 100%.

What ethnicities does this character represent?(Required)

Use the following ethnic groups: American Indian or Alaska Native, Asian, Black or African American, Hispanic or Latino, Native Hawaiian or Other Pacific Inlander, White. The sum should total 100%.

Where does this character live?(Required)

Specify by state or cities. If specifying a city, include the mile radius to be covered. Only consider the areas that ads will target.

What household income range does this character represent?(Required)

Specify multiple household income ranges if necessary.

Select all the relationship statuses that this character represents.(Required)

Civil Union

Complicated

Divorced

Domestic Partnership

Engaged

In a relationship

Married

Open Relationship

Separated

Single

Unspecified

Widowed

Select all the educational levels that this character represents.(Required)

Associate degree

College grad

Doctorate degree

High School grad

In college

In grad school

In high school

Master’s degree

Professional degree

Some college

Some grad school

Some high school

Unspecified

Select all the industries that this character represents.(Required)

Large business-to-business enterprise employees (500+ employees)

Administrative Services

Architecture and Engineering

Arts, Entertainment, Sports and Media

Business Decision Makers

Business and Finance

Business decision maker titles and interests

Cleaning and Maintenance Services

Community and Social Services

Computation and Mathematics

Construction and Extraction

Education and Libraries

Farming, Fishing and Forestry

Food and Restaurants

Government Employees (Global)

Healthcare and Medical Services

IT Decision Makers

IT and Technical Services

Installation and Repair Services

Legal Services

Life, Physical and Social Sciences

Management

Medium business-to-business enterprise employees (200 - 500 employees)

Military (Global)

Production

Protective Services

Sales

Small business-to-business enterprise employees (10 – 200 employees)

Transportation and Moving

Veterans (US)

Other

Specify the industry.(Required)

What does this character want?(Required)

What is your character’s primary goal?

What else does this character want?(Required)

What are your character’s secondary goals?

What problems does this character have?(Required)

What is causing this character conflict? List all potential problems.

How does the character’s problems make them feel?(Required)

Visit this link to help you describe how your character feels: How to describe emotions and feelings

What is your philosophical take on these problems?(Required)

Think of this as your one line value proposition. Start by answering why your company was founded. List 2-3 pitches.

Empathize with their problem.(Required)

Be empathetic to let them know it will be ok. List 2-3 statements.

What is your competitive edge?(Required)

What gives you authority in your space? List as many competitive advantages, awards, or certifications.

Summarize your solution into 3-5 steps.(Required)

Keep it simple. People like plans that are easy to understand.

Create your call to action (CTA).(Required)

Identify the primary action they need to take.

Provide resources with more info.(Required)

Provide more information or added value so your character feels confident about taking action. List 2-3 resources or incentives.

What results can your character expect from your product or service?(Required)

List all the benefits: happiness, time, results, etc.

What will happen if your character does not take action?(Required)

List all the tragic results.

Identify your characters transformation.(Required)

Use a “from” and “to” statement to take your character from zero to hero. List 2-3 statements.

ONE-LINER

YOUR ONE LINER CAN BE USED FOR BUSINESS CARDS, EMAIL SIGNATURE, SOCIAL MEDIA BIO, AND CAN BE EXPANDED TO A FULL ELEVATOR PITCH.

State the problem or pain point your character faces.(Required)

Talk about your solution to the problem.(Required)

Describe the result your character will experience from your product or service.(Required)

CHARACTER 4

Who is this character?(Required)

What age groups does this character represent?(Required)

Use the following age groups: Under 18, 18-24, 25-34, 35-44, 45-54, 55-64, 65 and over. The sum should total 100%.

What gender does this character represent?(Required)

Assign a percentage to each. The sum of both should total 100%.

What languages does this character speak?(Required)

Assign a percentage to each. The sum should total 100%.

What ethnicities does this character represent?(Required)

Use the following ethnic groups: American Indian or Alaska Native, Asian, Black or African American, Hispanic or Latino, Native Hawaiian or Other Pacific Inlander, White. The sum should total 100%.

Where does this character live?(Required)

Specify by state or cities. If specifying a city, include the mile radius to be covered. Only consider the areas that ads will target.

What household income range does this character represent?(Required)

Specify multiple household income ranges if necessary.

Select all the relationship statuses that this character represents.(Required)

Civil Union

Complicated

Divorced

Domestic Partnership

Engaged

In a relationship

Married

Open Relationship

Separated

Single

Unspecified

Widowed

Select all the educational levels that this character represents.(Required)

Associate degree

College grad

Doctorate degree

High School grad

In college

In grad school

In high school

Master’s degree

Professional degree

Some college

Some grad school

Some high school

Unspecified

Select all the industries that this character represents.(Required)

Large business-to-business enterprise employees (500+ employees)

Administrative Services

Architecture and Engineering

Arts, Entertainment, Sports and Media

Business Decision Makers

Business and Finance

Business decision maker titles and interests

Cleaning and Maintenance Services

Community and Social Services

Computation and Mathematics

Construction and Extraction

Education and Libraries

Farming, Fishing and Forestry

Food and Restaurants

Government Employees (Global)

Healthcare and Medical Services

IT Decision Makers

IT and Technical Services

Installation and Repair Services

Legal Services

Life, Physical and Social Sciences

Management

Medium business-to-business enterprise employees (200 - 500 employees)

Military (Global)

Production

Protective Services

Sales

Small business-to-business enterprise employees (10 – 200 employees)

Transportation and Moving

Veterans (US)

Other

Specify the industry.(Required)

What does this character want?(Required)

What is your character’s primary goal?

What else does this character want?(Required)

What are your character’s secondary goals?

What problems does this character have?(Required)

What is causing this character conflict? List all potential problems.

How does the character’s problems make them feel?(Required)

Visit this link to help you describe how your character feels: How to describe emotions and feelings

Empathize with their problem.(Required)

Be empathetic to let them know it will be ok. List 2-3 statements.

What is your competitive edge?(Required)

What gives you authority in your space? List as many competitive advantages, awards, or certifications.

Summarize your solution into 3-5 steps.(Required)

Keep it simple. People like plans that are easy to understand.

Create your call to action (CTA).(Required)

Identify the primary action they need to take.

Provide resources with more info.(Required)

Provide more information or added value so your character feels confident about taking action. List 2-3 resources or incentives.

What results can your character expect from your product or service?(Required)

List all the benefits: happiness, time, results, etc.

What will happen if your character does not take action?(Required)

List all the tragic results.

Identify your characters transformation.(Required)

Use a “from” and “to” statement to take your character from zero to hero. List 2-3 statements.

ONE-LINER

YOUR ONE LINER CAN BE USED FOR BUSINESS CARDS, EMAIL SIGNATURE, SOCIAL MEDIA BIO, AND CAN BE EXPANDED TO A FULL ELEVATOR PITCH.

State the problem or pain point your character faces.(Required)

Talk about your solution to the problem.(Required)

Describe the result your character will experience from your product or service.(Required)

CHARACTER 5

Who is this character?(Required)

What age groups does this character represent?(Required)

Use the following age groups: Under 18, 18-24, 25-34, 35-44, 45-54, 55-64, 65 and over. The sum should total 100%.

What gender does this character represent?(Required)

Assign a percentage to each. The sum of both should total 100%.

What languages does this character speak?(Required)

Assign a percentage to each. The sum should total 100%.

What ethnicities does this character represent?(Required)

Use the following ethnic groups: American Indian or Alaska Native, Asian, Black or African American, Hispanic or Latino, Native Hawaiian or Other Pacific Inlander, White. The sum should total 100%.

Where does this character live?(Required)

Specify by state or cities. If specifying a city, include the mile radius to be covered. Only consider the areas that ads will target.

What household income range does this character represent?(Required)

Specify multiple household income ranges if necessary.

Select all the relationship statuses that this character represents.(Required)

Civil Union

Complicated

Divorced

Domestic Partnership

Engaged

In a relationship

Married

Open Relationship

Separated

Single

Unspecified

Widowed

Select all the educational levels that this character represents.(Required)

Associate degree

College grad

Doctorate degree

High School grad

In college

In grad school

In high school

Master’s degree

Professional degree

Some college

Some grad school

Some high school

Unspecified

Select all the industries that this character represents.(Required)

Large business-to-business enterprise employees (500+ employees)

Administrative Services

Architecture and Engineering

Arts, Entertainment, Sports and Media

Business Decision Makers

Business and Finance

Business decision maker titles and interests

Cleaning and Maintenance Services

Community and Social Services

Computation and Mathematics

Construction and Extraction

Education and Libraries

Farming, Fishing and Forestry

Food and Restaurants

Government Employees (Global)

Healthcare and Medical Services

IT Decision Makers

IT and Technical Services

Installation and Repair Services

Legal Services

Life, Physical and Social Sciences

Management

Medium business-to-business enterprise employees (200 - 500 employees)

Military (Global)

Production

Protective Services

Sales

Small business-to-business enterprise employees (10 – 200 employees)

Transportation and Moving

Veterans (US)

Other

Specify the industry.(Required)

What does this character want?(Required)

What is your character’s primary goal?

What else does this character want?(Required)

What are your character’s secondary goals?

What problems does this character have?(Required)

What is causing this character conflict? List all potential problems.

How does the character’s problems make them feel?(Required)

Visit this link to help you describe how your character feels: How to describe emotions and feelings

What is your philosophical take on these problems?(Required)

Think of this as your one line value proposition. Start by answering why your company was founded. List 2-3 pitches.

Empathize with their problem.(Required)

Be empathetic to let them know it will be ok. List 2-3 statements.

What is your competitive edge?(Required)

What gives you authority in your space? List as many competitive advantages, awards, or certifications.

Summarize your solution into 3-5 steps.(Required)

Keep it simple. People like plans that are easy to understand.

Create your call to action (CTA).(Required)

Identify the primary action they need to take.

Provide resources with more info.(Required)

Provide more information or added value so your character feels confident about taking action. List 2-3 resources or incentives.

What results can your character expect from your product or service?(Required)

List all the benefits: happiness, time, results, etc.

What will happen if your character does not take action?(Required)

List all the tragic results.

Identify your characters transformation.(Required)

Use a “from” and “to” statement to take your character from zero to hero. List 2-3 statements.

ONE-LINER

YOUR ONE LINER CAN BE USED FOR BUSINESS CARDS, EMAIL SIGNATURE, SOCIAL MEDIA BIO, AND CAN BE EXPANDED TO A FULL ELEVATOR PITCH.

State the problem or pain point your character faces.(Required)

Talk about your solution to the problem.(Required)

Describe the result your character will experience from your product or service.(Required)

Do you agree to the terms of our review and approval process?

I agree to these terms.

To protect the best interest of our clients and their campaigns we provide a 24-hour window for your team to review and approve assets. If we don't hear back, our team will continue to move forward to meet deadlines and drive results. We can always revisit and make changes as needed. In the event that we are not sure how to proceed or for sensitive matters we will always wait for your approval.

ACCOUNTABILITY MEETINGS

YOUR PROJECT INCLUDES A WEEKLY ACCOUNTABILITY MEETING TO REVIEW PROGRESS, RESULTS, AND THE ACTION PLAN FOR THE NEXT 7 DAYS. ATTENDANCE IS HIGHLY ENCOURAGED TO ENSURE DEADLINES AND GOALS ARE MET. MEETINGS RUN FOR 5 MINUTES USUALLY. IF NO ONE IS ABLE TO ATTEND WE SEND A VIDEO RECAP AND EMAIL SUMMARY.

Select the day you would like to schedule your weekly accountability call on?(Required)

Monday

Tuesday

Wednesday

Thursday

Friday

Specify the time you would like to meet.(Required)

Select any time after 9 am.

Hours

Minutes

AM/PM

Specify your time zone.(Required)