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Client Needs Analysis
Brand Identity & Messaging
Marketing Strategy
Creative & Graphic Design
Video Production
Photography
Website Development
Paid Media & SEO
AI Automations
Social Media
Email Marketing & CRM
Print & Procurement
Portfolio
Expertise
Legal
Healthcare
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Hospitality
Construction
Manufacturing
Tech & SaaS
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Our Experts
R.E.D. Team
Testimonials
Community Giving
Foodies Care
FAQs
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Location / Contact
Get Started
INTAKE FORMS
Paid Media Intake Form
NOTE: If you have NOT been redirected here by CFM, please
click here to request more information.
Client Information
Account Manager
If unsure, you can leave this blank.
— Please Select —
Adam Smakula
Andy Varnes
Anna Johns
Anne Ackerson
Brian Sexton
Carolyn Whiting
Chris Budihas
Coach Dave Campo
Hannah McMichael
Jack Sears
Janine Hogan
Krystal Carter
Major Harding
Mike White
Morgan Calenberg
Morgan Yonge
Natalia Gonzales
Olivia Rouse
Patrick Sullivan
Sam Marshall
Whitney Mincey
Company
(Required)
Your Name
(Required)
First
Last
Email
(Required)
Phone
(Required)
Website URL
(Required)
Address (If Applicable)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Country
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Who should we contact for billing?
Name
(Required)
First
Last
Email
(Required)
Enter Email
Confirm Email
Phone
(Required)
How would you like us to contact you?
(Required)
Current Marketing Efforts
Which marketing tactics are you currently using?
(Required)
Paid Search (e.g., Google Ads)
Social Media Ads (e.g., Facebook, Instagram)
Programmatic Advertising (e.g., Simpli.fi, Choozle)
Geo-Targeting
Traditional Media (e.g., TV, Radio)
Other
Enter other marketing tactic:
Which tactics are you interested in exploring with CFM?
(Required)
Google Ads (Paid Search & Display Ads – PPC)
Social Media Ads
Programmatic Advertising
Geo-Targeting
Event Targeting
Geo-Conquesting
TikTok Advertising
Search Engine Optimization (SEO)
Traditional Media
Not sure, need guidance
Budget and Goals
Monthly Ad Spend Budget
(Required)
$1,500 – $3,000
$3,000 – $5,000
$5,000 – $10,000
$10,000+
Other
Enter monthly ad spend budget:
If your budget is less than $1,500, would you like information on other services we offer?
(Required)
Yes
No
What are your primary marketing goals?
(Required)
Increase website traffic
Generate leads (e.g., form fills, consultations)
Drive sales (e-commerce or in-store)
Improve brand awareness
Other
Enter primary marketing goals:
Which Key Performance Indicators (KPIs) will measure success?
(Required)
Cost per Lead (CPL)
Cost per Sale (CPS)
Website Conversions (form fills, downloads)
Sales (online or in-store)
Other
Enter KPI:
Additional Information
Do you have existing analytics or tracking set up on your website?
(Required)
Yes, using Google Analytics
Yes, using another platform
No, not yet set up
Enter other platform:
What challenges are you currently facing in your marketing efforts?
(Required)
Lack of website traffic
Low conversion rates
High cost per click or acquisition
Need help with tracking and reporting
Other
Enter challenge:
Are there any special promotions or seasonal campaigns we should know about?
(Required)
Yes
No
Describe special promotions or seasonal campaign:
Agreement
Minimum Budget Requirement:
(Required)
To proceed with our services, we require a minimum monthly ad spend of $1,500. Please confirm that you meet this requirement.
Yes, I agree to the minimum ad spend of $1,500 per month.
No, I do not agree (Please note, we may not be able to proceed with services).
Management Fees:
(Required)
In addition to the ad spend, please be aware that there are management fees associated with our services, including setup, strategy development, and ongoing optimization across platforms (e.g., Paid Search, Social Media Ads, Programmatic Advertising, Geo-Targeting). These fees ensure that your campaigns are managed by our team of experts to maximize your return on investment.
I understand and agree to the management fees for the services selected.
I would like more information about the management fees before proceeding.
Final Comments
Additional Comments or Information:
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Do you use a Shopify site?
Yes
No
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What are your short-term goals?
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What are your long-term goals?
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What is the average household income of people who purchase from you?
< $50,000
$50,000 – $75,000
$75,000 – $125,000
$125,000 +
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Describe your target audience (e.g. Gender, Age Group, Education, Net worth, etc.)
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Who are your top competitors? Name 3-5
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Who are your existing customers? (and why they chose you over competitors)
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Have you purchased media in the last 12 months?
Yes
No
Is there a specific service we offer that you’re interested in?
Search
Programmatic
Shopping
Connected TV
FB/IG Ads
Linear TV
Linear Radio
Billboards
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What is your monthly digital marketing budget?
Information on marketing playbook
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Do you have specific goals for digital marketing? What are they?
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What metrics (KPIs) would you use to track your results?
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What is your goal in starting a paid campaign?
Immediately
1 month
2 months
3 months
Other
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Do you currently use a third party or an in-house media buyer?
Yes
No
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Who purchases your media?
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Have you ever completed a similar marketing plan? Take-aways? Things to improve or do differently?
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Is there anything else you wish to share?
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