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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
Nonprofit
Hospitality
Construction
Manufacturing
Tech & SaaS
About
Our Experts
R.E.D. Team
Testimonials
Community Giving
Foodies Care
FAQs
News
Location / Contact
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INTAKE FORMS
Vendor Intake First Step
NOTE: If you have NOT been redirected here by CFM, please
click here to request more information.
Name
(Required)
Email Address
(Required)
Company/Business Name
(Required)
What year was your company established?
Who are your (3) biggest competitors
Short Term Goal 1 (1-12 months)
Short Term Goal 2 (1-12 months)
Short Term Goal 3 (1-12 months)
Long Term Goal 1 (12-36 months)
Long Term Goal 2 (12-36 months)
Choose 3 adjectives that best describe your business or corporate values.
How do you advertise your firm?
What is your advertising budget for this coming year?
What is a typical price tag on a purchase from your business?
Average sale in dollars:
What is your goal for annual sales this year?
What kind of sales increase do you feel that you can achieve (in dollars) this year over last year's sales?
What percentage of customers who buy, will return at least once within a year to make another purchase:
How many times on average do they return each year:
What percentage of customers refer new customers to the business?
Which of the following services has someone bought from you in the past 12 months?
Creative video production
Creative audio production
Creative graphic design
Website design or development
Website maintenance / hosting
Printing
Promotional products
Public relations
SEO
SEM
Social media management
Social media advertising
Event marketing
Media buying or planning
Which of the following services have you outsourced in the past 12 months?
Creative video production
Creative audio production
Creative graphic design
Website design or development
Website maintenance / hosting
Printing
Promotional products
Public relations
SEO
SEM
Social media management
Social media advertising
Event marketing
Media buying or planning
Describe your typical customer:
Where do your customers live and work? (e.g. zip code, area of town, region, etc.)
How do you market to your current customer base? (e.g. newsletter, mailings, events)
Describe any customer types you have been unsuccessful at reaching.
What is important to your customers? What do they care about?
Why do you customers choose your business over the competition?
How often are you in contact with your customers? (e.g. e-newsletter, direct mail, social marketing)
Is there any follow up with the customer after the “sale”? If so what?
What is your primary competitor's unique competitive advantage over you?
What is your unique competitive advantage in the marketplace? In your industry?
What is your reputation in the market? Are you perceived as the market leader?
What are your top 5 best-selling products or services?
What are your best margin products?
What are your least margin products?
What are your weaknesses?
What marketing/sales materials do you use?
Do you have PMS (Pantone) colors associated with your logo and/or business?
Do you have digital copies of your marketing efforts and collateral on file?
Is your company consistent with branding and marketing efforts (ie. Stationary, ads and marketing materials with the same look and feel, as well as message, consistent use of PMS colors, etc.)
Provide examples of 3 brands that you admire. (ie. The look and feel of their logo, ads, branding and/or their messaging.) Describe what it is about these brands you like.
How do you track analytics or statistics about your website's usage?
Does your website meet all of your company's needs? If not, what needs are not being met?
Do you have specific metrics or goals for your website?
Is there anything negative online you feel you have no control over?
What would you Google if you were looking for your business?
Have you ever been quoted in a news article or television news piece?
Do you have a plan in place for media inquiries?
Are you or your staff involved in any civic or community organizations?
Do you or your staff regularly donate to or volunteer with any charities or community organizations?
Do you or your staff sit on any board of directors?
List 10 companies/clients that you hope to do business with in the next 12-24 months:
What are 3 types of businesses that refer business to you?
List 10 companies/clients that could refer business to you over the next 12-24 months:
Name
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