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Visual Branding Questionnaire
Step
1
of
6
16%
New Client Onboarding
The following form will ask for all of the information we need to get started. You are able to save the form and come back to it if you aren't able to finish it all at once. Please reach out to Sarah@BanowetzMarketing.com if there's anything we can do to make the onboarding process easier for you!
Your Title (Owner, CEO, Marketing Dorector, etc.)
(Required)
Name
(Required)
First
Last
Email
(Required)
Business Name
(Required)
Business Address
(Required)
Street Address
Address Line 2
City
State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Business Phone Number
(Required)
Website URL
(Required)
Monthly Marketing Budget
(Required)
Is your business a non-profit?
(Required)
Yes
No
Preferred Method of Communication:
(Required)
You're busy. We want to communicate with you in the way that works best for you. Select the option that you prefer.
Email
Phone (Call)
Text
Slack
Facebook Messenger
Other
Top 5 Core Values
(Required)
Add
Remove
Mission Statement
(Required)
Points of Contact
Please provide the name and contact information of the individual we will be in primary contact with, who should receive invoices and any other members of your team we will have contact with.
Primary Contact Name
(Required)
First
Primary Contact Email
(Required)
Name of Individual to Receive Invoices
(Required)
This should be the name of the individual responsible for paying invoices. Any additional names that you would like invoices sent to should be added in the following format: Name, Name, Name.
First
Email(s) to Receive Invoices
(Required)
List the email address of the person responsible for paying invoices first. Any additional email addresses should be added in the following format: Name@Company.com, Name@Company.com.
Additional Contact
Name
Job Title
Email
Additional Contact
Name
Job Title
Email
Additional Contact
Name
Job Title
Email
Meetings
Communication is the foundation of great leadership. Please select the meeting options that work best for you.
Preferred Meeting Day
(Required)
Monday
Tuesday
Wednesday
Thursday
Friday
Preferred Meeting Frequency:
(Required)
Bi-weekly
Once Per Month
Preferred Meeting Time
(Required)
Select...
7:00am
7:30am
8:00am
8:30am
9:00am
9:30am
10:00am
10:30am
11:00am
11:30am
12:00pm
12:30pm
1:00pm
1:30pm
2:00pm
2:30pm
3:00pm
3:30pm
4:00pm
Time Zone
(Required)
Select...
Eastern
Central
Mountain
Pacific
Brand Information
Logo Files
Please upload files for your logo. Vector files (.svg, .eps or.ai) are preferred.
Drop files here or
Select files
Accepted file types: jpg, svg, eps, ai, png, Max. file size: 300 MB.
Fonts
Please list all fonts for your brand.
Add
Remove
What is your preferred design software?
(Required)
Select your preferred design software. If you don't use anything right now, choose the software you would prefer to use if needed. (Our team uses Adobe CC, and Adobe Express is our preferred option for free design software).
Select
Adobe CC
Adobe Express
Canva
Affinity
Other (please list)
Other, please list.
Please list your preferred design software if it was not included on the previous list.
Other Software Used
Please select all of the following that your team uses for productivity, project management and communication.
Google Workspace (Docs, Sheets, Slides, etc.)
Gmail
Microsoft Office
Teamwork
Asana
Slack
Other (please list)
Other, please list.
Please list your preferred design software if it was not included on the previous list.
Account Access
Please send all usernames and passwords securely to Hello@BanowetzMarketing.com via LastPass.com (unless specified otherwise), with the “view password” box checked. If adding us as a new user to accounts, use the dedicated marketing email (more details below). Please change the status for each item to "shared", "Need Guidance" or "N/A". **If you have questions or need guidance on sharing account access, please reach out to Sarah@BanowetzMarketing.com or schedule a 15 minute meeting with Sarah at BanowetzMarketing.com/Meet.** One important thing to keep in mind is that, while we recommend using LastPass.com to share your login information with us, it is not good about letting us into your accounts using their 'Launch' feature. This means that it's important that you click the 'view password' option when sharing so that we're able to copy and paste the login information.
Create/Share Marketing Email Account (Example: Marketing@YourCompany.com)
(Required)
If you don't already have a marketing email address, please set one up. Please share the login information to this email with Hello@BanowetzMarketing.com via LastPass. This email will be used for any new users you add to accounts for our access, as well as two-factor authentication on accounts that require it. This email address can also be used to white-label any emails you need us to send on your behalf, if desired.
Select...
Shared
Need Guidance
N/A
Share Access to Website Hosting (Flywheel, GoDaddy, etc.)
(Required)
Please share access to your hosting platform (we use GetFlywheel.com) via LastPass.com or within Flywheel (if applicable).
Select...
Shared
Need Guidance
N/A
Set Up Automatic Daily Website Backups
(Required)
Please set up automatic daily backups of your website.
Select...
Shared
Need Guidance
N/A
Share Access to Website Editing Software
(Required)
If sharing via LastPass.com, please include a link to the backend of your website along with a username and password we can use to log in (if the login is separate from your hosting).
Select...
Shared
Need Guidance
N/A
Share Access to Online Calendar (Acuity, Calendy, etc.)
(Required)
Please share access to your online calendar account via LastPass.com to Hello@BanowetzMarketing.com, with the “view password” box checked.
Select...
Shared
Need Guidance
N/A
Share Access to Email Drip Campaign Account (Active Campaign, Mailchimp, Drip, etc.)
(Required)
If sharing via LastPass.com, please include a link to your login page along with a username and password.
Select...
Shared
Need Guidance
N/A
Share Access to NAP Management (if applicable)
(Required)
Please share access to your NAP account via LastPass.com to Hello@BanowetzMarketing.com, with the “view password” box checked.
Select...
Shared
Need Guidance
N/A
Share Access to Google My Business
(Required)
Please share access to your GMB account with Analytics@BanowetzMarketing.com. If you don't have GMB set up, please make a note of that in the comments section at the end of this page.
Select...
Shared
Need Guidance
N/A
Share Access to Google Analytics
(Required)
Please share access to your Google Analytics account with Analytics@BanowetzMarketing.com. If you don't have Google Analytics set up, please make a note of that in the comments section at the end of this page.
Select...
Shared
Need Guidance
N/A
Share Access to Google Ads Manager
(Required)
Please share access to your Google Ads Manager account with Analytics@BanowetzMarketing.com. If you don't have Google Ads Manager set up, please make a note of that in the comments section at the end of this page.
Select...
Shared
Need Guidance
N/A
Share Access to Google Search Console
(Required)
Please share access to your GMB account with Analytics@BanowetzMarketing.com.
Select...
Shared
Need Guidance
N/A
Add Marketing Email to Two-Factor Authentication
(Required)
Add the marketing email account to the two-factor authentication for all applicable accounts.
Select...
Shared
Need Guidance
N/A
Share Access to Customer/Client Relationship Management Software (Hubspot, Pipedrive, etc.)
(Required)
Please share access to your CRM account via LastPass.com to Hello@BanowetzMarketing.com, with the “view password” box checked.
Select...
Shared
Need Guidance
N/A
Share Access to Podcast Hosting
(Required)
Please share access to your podcast hosting account via LastPass.com to Hello@BanowetzMarketing.com, with the “view password” box checked.
Select...
Shared
Need Guidance
N/A
Share Access to Podcast Platforms (Apple Podcasts, Spotify, Google Play, etc.)
(Required)
Please share access to your podcast platform accounts via LastPass.com to Hello@BanowetzMarketing.com, with the “view password” box checked.
Select...
Shared
Need Guidance
N/A
Share Access to Email Marketing Tool
(Required)
Please share access to your email marketing tool via LastPass.com to Hello@BanowetzMarketing.com, with the “view password” box checked. If you don't already have one but plan to set one up, we recommend Drip.com.
Select...
Shared
Need Guidance
N/A
Access to Social Media Accounts
Please send all usernames and passwords securely to Hello@BanowetzMarketing.com via LastPass.com with the “view password” option checked. Check the box next to the account when done with each. If you don't have an account, leave the box unchecked.
Facebook Page
(Required)
Select...
Shared
Need Guidance
N/A
Facebook Ad Manager
(Required)
Select...
Shared
Need Guidance
N/A
Facebook Groups
(Required)
Select...
Shared
Need Guidance
N/A
Instagram
(Required)
Select...
Shared
Need Guidance
N/A
LinkedIn Company Page
(Required)
Select...
Shared
Need Guidance
N/A
TikTok
(Required)
Select...
Shared
Need Guidance
N/A
YouTube
(Required)
Select...
Shared
Need Guidance
N/A
Twitter
(Required)
Select...
Shared
Need Guidance
N/A
Link to Business Facebook Page
Link to Business Instagram Page
Link to Business LinkedIn Page
Link to Business Twitter Page
Link to TikTok Channel
Link to YouTube Channel
Link to Podcast
Social Media Scheduling Tool
(Required)
We use Social Pilot and can add your accounts if you don't already have this.
Select...
Add My Accounts to Social Pilot
Shared
Need Guidance
N/A
Additional Comments/Information
Use this space to include any additional comments and to let us know if you would like our guidance to share any of these accounts or set up ones that you don't currently have.
Previous Marketing Efforts & Research
Fill out the following information to the best of your ability and upload any relevant files.
Previous Sales Funnels
Please attach any files related to sales funnels that you've used. If you don't have files to attach, please describe the avenues and processes you've used for sales funnels in the space provided.
Drop files here or
Select files
Max. file size: 300 MB.
Describe previous sales funnels (if no files were uploaded).
Previous Email Campaign Strategies/Content:
Please attach any previous email campaign strategies that you have used. If you do not have any documents to attach, briefly describe the campaigns you have run in the past in the space provided.
Drop files here or
Select files
Max. file size: 300 MB.
Describe previous email campaign strategies (if no files were uploaded).
Previous Q1-Q4 Goals:
Please upload a PDF or other file format containing your goals. If you do not have a file, please list those goals in the space provided.
Drop files here or
Select files
Max. file size: 300 MB.
List previous goals (if no files were uploaded).
Previous Marketing Strategy
Please upload any files that show previous marketing strategies or plans that you have used. If you don't have files to upload, briefly describe those strategies in the space provided.
Drop files here or
Select files
Max. file size: 300 MB.
Describe your previous marketing strategies (if no files were uploaded).
SWOT Analysis
Drop files here or
Select files
Max. file size: 300 MB.
Please upload an analysis of your company's strengths, weaknesses, opportunities & threats. If you don't have a formal analysis, please use the following section to describe.
Describe your SWOT analysis (if no files were uploaded).
Seach Engine Optimization Strategy
Please upload your SEO strategy or describe it in the space provided.
Drop files here or
Select files
Max. file size: 300 MB.
Describe your SEO strategy (if no files were uploaded).
Your Top 3 Competitors
Competitor #1
Competitor #2
Competitor #3
Add
Remove
Competitive Analysis Data
Please upload any additional competitor analysis data you have gathered.
Drop files here or
Select files
Max. file size: 300 MB.