Let's Get Started!

Visual Branding Questionnaire

Name: Banowetz Marketing
Address: 1120 Depot Ln SE, Suite 100, Cedar Rapids, IA, 52401, US
Telephone: (319) 350-4066

Step 1 of 6

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 ZIP Code

Business Phone Number(Required)

Website URL(Required)

Monthly Marketing Budget(Required)

Is your business a non-profit?(Required)

Yes

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.

Phone (Call)

Text

Slack

Facebook Messenger

Other

Top 5 Core Values(Required)

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

Additional Contact

Name Job Title

Additional Contact

Name Job Title

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.

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).

Set Up Automatic Daily Website Backups(Required)

Please set up automatic daily backups of your website.

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).

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.

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.

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.

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.

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.

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.

Share Access to Google Search Console(Required)

Please share access to your GMB account with Analytics@BanowetzMarketing.com.

Add Marketing Email to Two-Factor Authentication(Required)

Add the marketing email account to the two-factor authentication for all applicable accounts.

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.

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.

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.

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.

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)

Facebook Ad Manager(Required)

Facebook Groups(Required)

Instagram(Required)

LinkedIn Company Page(Required)

TikTok(Required)

YouTube(Required)

Twitter(Required)

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.

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

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

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

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

Max. file size: 300 MB.

Describe your previous marketing strategies (if no files were uploaded).

SWOT Analysis

Drop files here or

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

Max. file size: 300 MB.

Describe your SEO strategy (if no files were uploaded).

Your Top 3 Competitors

Competitor #1

Competitor #2

Competitor #3

Competitive Analysis Data

Please upload any additional competitor analysis data you have gathered.

Drop files here or

Max. file size: 300 MB.

Let's Get Started!

Visual Branding Questionnaire

New Client Onboarding

Points of Contact

Meetings

Brand Information

Account Access

Access to Social Media Accounts

Previous Marketing Efforts & Research

Let's Work Together!