Client Onboarding Form

Company Fundamentals & Contacts

Explain your brand or organization in several sentences. Please describe the core products or services you provide.(Required)

How many employees do you have?(Required)

How many employees do you expect will be interfacing with RBOA? Please provide a list of the key team members who you expect will be meeting with us on a regular basis and their email addresses.(Required)

Company & Team Objectives

What are your company’s key goals? In other words, how does your company define its success?(Required)

What are your team’s key performance indicators?(Required)

Challenges

Who are your biggest competitors?(Required)

What are the top three obstacles your company faces?(Required)

How much did you spend in Paid Ads last year? What is your budget for this year?(Required)

Previous marketing success and failures

Prior to signing on with us, what was your approach to business growth and increasing brand reach?(Required)

(For example: Generating new leads every month. Driving traffic to the website. Prioritizing SEO web content.)

What tactics have been successful in the past? What areas have failed?(Required)

What marketing channels are you most interested in growing brand reach?(Required)

Building a strong client relationship

What are you hoping to achieve by working with RBOA? List any goals that come to mind.(Required)

What is your preferred method of communication?(Required)

Why did you choose us over other agencies?(Required)

Comments

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