INTAKE FORMS

Mini CNA

Welcome to the Mini Client Needs Analysis form! What follows will allow us to take a deeper look at the current state of your brand and marketing efforts to better align our recommendations.

This form will take 45-60 minutes to complete.

Who referred you?

If unsure, you can leave this blank.

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)

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

Competitor 3 Website (URL)

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

Primary demographic age

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?

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

What did you invest in your marketing last year?

What is your marketing budget for this year?

Cable TV Annual Spend

Broadcast TV Annual Spend

Radio Annual Spend

Billboards Annual Spend

Print / Direct Mail Annual Spend

Events / Sponsorships Annual Spend

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

Other Marketing Annual Spend

Analyzing Your PR

What is a Public Relations goal that you have?

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:

What type of story would you like to see written or broadcast about your organization?

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

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

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?

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

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

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

You're almost done!

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

Anything else we should know?

Mini CNA

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

Analyzing Your CRM, Email & Automation

Analyzing Your Automations & Workflows

Analyzing Your PR

Analyzing Your Printing & Promo Products

You're almost done!