Client Needs Audit

Please note that your information will be saved on our server as you enter it to help prevent data loss.

Welcome to the Client Needs Audit form! What follows will allow us to take a comprehensive look at the current state of your brand and marketing efforts.

This form will take 30-40 minutes to complete. Please make sure you're ready with the following information:
- current marketing details
- list of competitors
- financials
- examples of recent design / collateral
- links to social channels

Once you're ready to begin, please press the button below!

Who referred you?

Please describe:

About You

Company / Business Name(Required)

First Name(Required)

Last Name(Required)

Email Address(Required)

Phone(Required)

Company Website(Required)

Company Address(Required)

Address City State Zip

About Your Business

How many years have you been in business?(Required)

How many employees do you have?(Required)

What adjectives would you use to describe your business?(Required)

What are your company's core values?(Required)

What makes your business different and/or special?(Required)

With a sky's the limit frame of mind, what's your vision for your business?(Required)

Rate your logo(Required)

Rate your collateral/marketing materials:(Required)

Rate the consistency of your branding:(Required)

Your Goals

Short-Term Marketing Goal #1 (12-16 months)(Required)

Short-Term Marketing Goal #2 (12-16 months)(Required)

Short-Term Marketing Goal #3 (12-16 months)(Required)

Long-Term Marketing Goal #1 (18-36 months)(Required)

Long-Term Marketing Goal #2 (18-36 months)(Required)

Your Competition

Name Your Competitor 1(Required)

Competitor 1 Website (URL)(Required)

Name Your Competitor 2(Required)

Competitor 2 Website (URL)(Required)

Name Your Competitor 3(Required)

Competitor 3 Website (URL)(Required)

Why do customers come to you rather than your competitors? What problem(s) do you solve for them?(Required)

What is most important to your customers?(Required)

Your Customers

How would you describe your ideal customer?(Required)

Primary demographic gender(Required)

Primary demographic age(Required)

Target operating region(Required)

Who would you like to reach that you currently are not?(Required)

What perceptions do you need to create?(Required)

What perceptions do you need to overcome?(Required)

What perceptions do you need to reinforce?(Required)

If you can only get ONE message out, what would that be?(Required)

The Past & The Future

Outline at least 3 things your organization does really well:(Required)

Outline at least 3 things your organization is doing poorly / could be doing better:(Required)

What do you currently see as your organization's most significant opportunities?(Required)

What do you currently see as your organization's biggest obstacles?(Required)

Elaborate on things you have tried in the past... What worked well and why do you think it succeeded? What didn’t work and why do you think it failed?(Required)

If we work together, what will make this campaign successful in your eyes?(Required)

The Numbers

What are your three best-selling items/services?(Required)

What was your annual revenue last year?(Required)

What are your realistic projections for next year's annual revenue?(Required)

What did you invest in your marketing last year?(Required)

What is your marketing budget for next year?(Required)

Cable TV Annual Spend(Required)

Broadcast TV Annual Spend(Required)

Radio Annual Spend(Required)

Billboards Annual Spend(Required)

Print / Direct Mail Annual Spend(Required)

Events / Sponsorships Annual Spend(Required)

Digital Annual Spend (Facebook / Instagram Ads, Google Ads, Programmatic, etc)(Required)

Other Marketing Annual Spend(Required)

Analyzing Your Brand

What is a short-term branding goal that you have?(Required)

What marketing materials do you currently utilize?(Required)

(Please check all that apply.)

Business card

Stationery

Brochure

Sales sheet(s) / sales kit

Sponsorship / development kit

Trade show booth / lobby display

Custom branded pop=up tent

Promotional products (please list below)

Branded packaging

Backdrop / step and repeat

Email signatures

Email marketing templates

Direct mail

Signage

Other

None

Please list promotional products:(Required)

What marketing materials would you like to begin utilizing?(Required)

(Please check all that apply.)

Business card

Stationery

Brochure

Sales sheet(s) / sales kit

Sponsorship / development kit

Trade show booth / lobby display

Custom branded pop=up tent

Promotional products (please list below)

Branded packaging

Backdrop / step and repeat

Email signatures

Email marketing templates

Direct mail

Signage

Other

None

List additional marketing materials:(Required)

Are you interested in a logo refresh or redesign?(Required)

Provide examples of 3 brands that you admire. (ie. The look and feel of their logo, ads, branding and/or their messaging.) Describe what it is about these brands you like.(Required)

Do you have digital copies of your logo, brand guide, marketing efforts and/or collateral on file?(Required)

If yes, please upload (or provide a link below to download):

NOTE: Due to security restrictions, certain types of files such as Illustrator/EPS (vector) cannot be uploaded here. Instead please provide a link below to a shared dropbox or google drive folder.

Drop files here or

Accepted file types: jpg, pdf, png, docx, jpeg, Max. file size: 3 MB, Max. files: 20.

URL for us to download brand related files (if needed)

Do you currently have an in-house designer or someone you use for design needs?(Required)

Do you have PMS (Pantone) colors associated with your logo and/or business?(Required)

Analyzing Your Video

What is a short-term video goal that you have?(Required)

Rate your company's video assets:(Required)

What types of video content do you possess?(Required)

(Please check all that apply.)

Infomercial

TV commercial

Social media commercial

Explainer video

Client testimonial

Brand intro

FAQs

Team bio

Other

Do you have a YouTube/Vimeo channel?(Required)

Please provide links to video content by other organizations that you like or dislike (and please specify which):(Required)

Analyzing Your Photography

What is a short-term photography goal that you have?(Required)

Rate your company's photography assets:(Required)

Have you conducted any photoshoots for your organization?(Required)

Is there anyone in your organization who does not have a recent, professional headshot?(Required)

Have you updated your photos within the last year?(Required)

Analyzing Your Website

What are your short term goals (within the next year) for your website?(Required)

Rate your current website:(Required)

Please list websites that you like for their functionality, features and/or design. Please explain why and list URLs:(Required)

Does your website generate leads for your organization? If so, please quantify:(Required)

Are the leads generated from your website converting into sales?(Required)

What is the most important action a visitor can take on your website?(Required)

How do you drive traffic to your website?(Required)

(Please check all that apply.)

Social media

SEO

PPC (i.e. Google Ads)

Traditional advertising

Other

None

What tracking systems and social reporting systems are you using now?(Required)

Analyzing Your SEO

What is a short-term SEO goal that you have?(Required)

Are you currently engaged with a firm that provides SEO services for your organization?(Required)

What is your current monthly SEO spend?(Required)

What would you Google if you were looking for your business?(Required)

Please list at least 5 keywords for which you would most like to be ranked?(Required)

Analyzing Your Social Media

How would you define your company's current social media presence?(Required)

What are your short term goals (within the next year) for social media?(Required)

Do you have a social media strategy?(Required)

How do you see social media as an effective part of your marketing strategy?(Required)

Have you ever implemented a social media advertising campaign?(Required)

If yes, are you currently running a monthly ad campaign?(Required)

What metrics do you use to determine a successful social media campaign?(Required)

Who in your organization manages Social Media?(Required)

Which social media platforms is your organization currently on?(Required)

(Please check all that apply.)

Facebook

Instagram

Twitter

Snapchat

TikTok

Other

Facebook Link(Required)

Instagram Link(Required)

LinkedIn Link(Required)

Twitter Link(Required)

Analyzing Your Marketing / PR

Of the following, please note what you have, and if a digital file is available please upload it.(Required)

(Please check all that apply.)

Sales and promotional collateral (specifically, the content of any collateral outside of brand-based articles; such as brochures, one sheets, slide decks and promo items)

Direct Mail and email marketing templates

Out-of-home marketing (such as lobby and trade show displays)

Relationship marketing

Internal communication (such as standardized emails, newsletters, message boards, team and company meetings and conferences)

Strategic plans for any of the above

None

Please upload those selected (or provide a link below to download):

NOTE: Due to security restrictions, certain types of files such as Illustrator/EPS (vector) cannot be uploaded here. Instead please provide a link below to a shared dropbox or google drive folder.

Drop files here or

Accepted file types: jpg, pdf, png, docx, jpeg, Max. file size: 3 MB, Max. files: 20.

URL for us to download brand related files (if needed)

What is a Public Relations goal that you have?(Required)

Please outline the type of, or specific, topics about your organization that you think media would consider newsworthy:(Required)

Has any media coverage in the last year impacted your business either positively or negatively? Please explain:(Required)

What type of story would you like to see written or broadcast about your organization? What publication would run this story?(Required)

What industry memberships do you and/or others in your organization maintain?(Required)

Are you currently or have you ever been a board member for a nonprofit? If so, which ones?(Required)

List all community organizations and/or nonprofits that you / your organization contribute to / participate in. Please describe your involvement:(Required)

Have you recently sponsored or are you currently sponsoring any events? If so, please list:(Required)

Are you currently (formally or informally) actively pursuing media coverage? If so, how sophisticated are these efforts?(Required)

Please upload any press releases or media advisories created in the last 5 years:

Drop files here or

Accepted file types: jpg, pdf, png, eps, docx, jpeg, Max. file size: 3 MB, Max. files: 20.

Do you have a crisis communication plan in place? If so, please describe:(Required)

Do you have a clear public relations strategy in place? If so, please describe:(Required)

Analyzing Your CRM, Email & Automation

Do you currently leverage a CRM in your business? If yes, please provide your current CRM and how it is used. If no, why not?(Required)

What are your CRM goals?(Required)

Do you currently leverage email marketing & automation in your business? If yes, please provide your current email platform and how it is used. If no, why not?(Required)

What are your email marketing goals?(Required)

Do you currently leverage an eCommerce/checkout/shopping cart tool in your business? If yes, please provide your current platform and how it is used. If no, why not?(Required)

What are your eCommerce goals?(Required)

Do you currently leverage SMS messaging in your business? If yes, please provide your current tool and how it is used. If no, why not?(Required)

Do you currently leverage opt in / pop up boxes on your website? If yes, please provide your current tool and how it is used. If no, why not?(Required)

Are you happy with how your current systems are working together? What improvements would you like to make to create efficiencies in your business (saving time, money or costs?)(Required)

How satisfied are you with your current CRM?(Required)

How satisfied are you with your current email marketing?(Required)

How satisfied are you with your current eCommerce/checkout/shopping cart tool and relevant automations?(Required)

How satisfied are you with your current opt in / pop up boxes and lead capture?(Required)

How satisfied are you with your current SMS messaging tool?(Required)

Printing Goals

What type of printing have you done in the past 12 months?(Required)

Business cards

Brochures

Letterhead / envelopes

Trade show

Promo products

Custom packaging

Sales collateral

Signage / banners

Direct mail

Other

None

What type of printing will you need in the next 6 months?(Required)

Business cards

Brochures

Letterhead / envelopes

Trade show

Promo products

Custom packaging

Sales collateral

Signage / banners

Direct mail

Other

None

You're almost done!

Please list any preferred vendors for any services (Digital, Graphic, Creative, Social Media, Printing):(Required)

Anything else we should know?(Required)

After you hit submit, please set a time at the next page for us to present back our findings. Please call Mike White at 904-476-2940 if you have any issues.