Published in: Uncategorized Client onboarding Author Mellow Published on: January 6, 2021 client_onboardingBasic InformationFirst NameLast NameEmailPhoneWebsite UrlSocial Media LinksIndustry/field of workProject goals & ObjectivesWhat are your primary goals for this project?Who is your target audience?What outcomes would define success for you?Current Brand & CommunicationsDo you have an existing brand identity? (Logos, brand guidelines, or other assets?) Yes NoHow would you describe your current brand positioning?What platforms are you currently using for communication? (Check all that apply) Website Social Media Email Marketing Blog Other (please tell us below)Other (please specify):Project ScopeWhich services are you interested in? (Check all that apply) Digital Communications Strategy Online Reputation Management (ORM) Brand Development Website Development Web Hosting & Domain Services Training & Capacity Building Affiliate Marketing Other (please tell us below)TextareaWhat specific deliverables are you expecting?What is your project timeline? Immediate 1- 3 months 6 months One year OngoingChallenges & Pain PointsWhat challenges are you currently facing in achieving your goals?Have you worked with an agency before? No Yes (please share your experience)TextareaResources & CollaborationDo you have any existing assets to share? (e.g. photos, videos, reports) Yes NoWill there be a dedicated point of contact for this project? Yes NoMeasurements & ExpectationsHow do you plan to measure the success of this project?Do you prefer ongoing updates or milestone-based reporting? Ongoing Updates Milestone-Based Reporting Legal & AdministrativeDo you have any confidentiality requirements or agreements we should note? Yes NoAre there specific billing preferences or payment terms we should be aware of?Submit
