Intake Forms

Client Needs Audit

NOTE: If you have NOT been redirected here by CFM, please click here to request more information or click here to purchase your Client Needs Audit, which is the first step in any engagement.

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 45-60 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

What industry are you in?(Required)

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)

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?(Required)

What problem(s) do you solve for them?(Required)

What is most important to your customers?(Required)

Your Customers

Target operating region(Required)

How would you describe your ideal customer?(Required)

Primary demographic gender(Required)

Primary demographic age(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)

When you think of your company, what one word comes to mind?(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)

How many leads per week would you like to acquire?(Required)

What are the 3 industries that can refer business to you?(Required)

What makes a marketing campaign successful in your eyes?(Required)

The Numbers

What was your annual revenue last year?(Required)

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

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

What is your marketing budget for this 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 Photography

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

Rate your company's photograpy assets:(Required)

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

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

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

Analyzing Your SEO

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

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

What is your current monthly SEO spend?(Required)

You're almost done!

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

Anything else we should know?

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.

You are here »

Client Needs Audit

About You

About Your Business

Your Goals

Your Competition

Your Customers

The Past & The Future

The Numbers

Analyzing Your Branding

Analyzing Your Marketing Collateral

Analyzing Your Video

Analyzing Your Photography

Analyzing Your Website

Analyzing Your SEO

Analyzing Your Social Media

Analyzing Your Paid Advertising

Current Setup and Resources

Performance and Challenges

Audience and Strategy

Creative and Content

Collaboration and Next Steps

Analyzing Your CRM, Email & Automation

Analyzing Your Automations & Workflows

What types of apps or tools do you currently use in your business? (Select all that apply)

Analyzing Your PR

Analyzing Your Printing & Promo Products

You're almost done!