CNA: Video Audit – Client Focused Media

Welcome to the Client Needs Audit form! What follows will allow us to take a comprehensive look at the current state of your video assets and strategy.

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?

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)(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)

Analyzing Your Video

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

Rate your company's video assets:(Required)

Terrible

Not so great

Neutral

Pretty good

Excellent

What types of video content do you possess?(Required)

(Please check all that apply.)

Infomercial

TV commercial

Social media commercial

Explainer video

Client testimonial

Brand intro

FAQs

Team bio

Other

Have you conducted any professional video shoots for your organization in the last 12 months (or since any recent leadership changes)?(Required)

Do you have a YouTube/Vimeo channel?(Required)

Are there any brands whose videos you like? Please share the brand(s) name and any specific links to videos.(Required)

Your Business Logistics

Describe your typical interactions with your customers (i.e phone calls, store visits, in person conversations)(Required)

Where are your top 3 biggest clients/customers located?

How long does the typical sales cycle take for your most popular services/products?(Required)

How do you typically gain new customers (Paid, Referral, Marketing/Advertising)?(Required)

Do you have specific events in your company or community that you lead or sponsor?(Required)

What type of video are you considering?(Required)

Brand Building

Product Demo

Testimonial

Marketing

Lead Nurturing

Inbound Marketing Video

Employee Training / Internal Development

Online Courses

Webisodes

Mini Documentary

Where do you anticipate your video will appear?(Required)

Company Website

Email Campaign

YouTube

Social Media

Event

Other

Analyzing Your PR

What type of stories would you like to see shared about your organization that are not widely known?(Required)

Has any media coverage in the last year impacted your business either positively or negatively? Please explain:(Required)

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

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?(Required)

Analyzing Your Branding

Rate your logo:(Required)

Terrible

Not so great

Neutral

Pretty good

Excellent

Are you interested in a logo refresh or redesign?(Required)

Rate the consistency of your branding:(Required)

Terrible

Not so great

Neutral

Pretty good

Excellent

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.(Required)

Do you have digital copies of your logo, brand guide, marketing efforts and/or collateral on file? on file?(Required)

If yes, please upload (or provide a link below to download):

NOTE: Due to security restrictions, certain types of files such as Illustrator/EPS (vector) cannot be uploaded here. Instead please provide a link below to a shared dropbox or google drive folder.

Drop files here or

Accepted file types: jpg, pdf, png, docx, jpeg, Max. file size: 3 MB, Max. files: 20.

URL for us to download brand related files (if needed)

You're almost done!

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