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INTAKE FORM

Vendor Intake First Step

Vendor Intake First Step

NOTE: If you have NOT been redirected here by IA Digital Media Strategy, please click here to request more information or click here to purchase your Client Needs Audit, which is the first step in any engagement.

Name *

Email *

Company/Business Name *

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)

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:

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

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