New Client Form Onboarding - Initial Discovery Interview General Information Basics about you and your company Company Name * Main Account Contact Name * Only point-of-contact within your organization, responsible for all approvals, permissions and payments Email * Website URL Main Social Media Account Where your target audience gathers and is more engaged with your messaging. Niche - Biz Type Automotive - Auto dealersAutomotive - Auto FinancingAutomotive - Auto RepairAutomotive - Car RentalAutomotive - Motorcycle dealersAutomotive - Window TintingConstruction/Home Services - Air Conditioning/HeatingConstruction/Home Services - Bathroom RemodelingConstruction/Home Services - Carpet CleanersConstruction/Home Services - Carpet CleaningConstruction/Home Services - Carpet InstallationConstruction/Home Services - Carpet StoresConstruction/Home Services - Carpet, Rug, & Upholstery ServicesConstruction/Home Services - Carpet, Rug, & Upholstery Storage & RepairConstruction/Home Services - Carpets & Rugs Wholesale & ManufacturersConstruction/Home Services - Decks & PorchesConstruction/Home Services - FencingConstruction/Home Services - FlooringConstruction/Home Services - General ContractorsConstruction/Home Services - Glass repairConstruction/Home Services - HandymanConstruction/Home Services - Heating And CoolingConstruction/Home Services - Home Theater ServicesConstruction/Home Services - Housekeeping/Maid ServicesConstruction/Home Services - Interior DesignersConstruction/Home Services - Kitchen RemodelingConstruction/Home Services - LandscapingConstruction/Home Services - LocksmithsConstruction/Home Services - PaintersConstruction/Home Services - Pest ControlConstruction/Home Services - PlumbersConstruction/Home Services - Pools & SpasConstruction/Home Services - RoofingConstruction/Home Services - Security SystemsConstruction/Home Services - SidingEducation - Private schoolsEducation - Technical training centersEducation - Vocational trainingEvents - CateringEvents - Disc JockeysEvents - FloristsEvents - LimousineEvents - Personal ChefsEvents - Photography/VideographyEvents - WeddingsFinancial - Bail BondsFinancial - Bail Bonds Referral ServicesFinancial - Bail BondsmenFinancial - Banking & Investment Law AttorneysFinancial - Bankruptcy LawyersFinancial - Bankruptcy ServicesFinancial - BanksFinancial - Bookkeeping ServicesFinancial - Business FinancingFinancial - Business InsuranceFinancial - Business ValuatorsFinancial - Cash AdvancesFinancial - Check CashingFinancial - Collection AgenciesFinancial - Foreign Currency Exchange & BrokersFinancial - Income Tax ServicesFinancial - Personal Financial ServicesFinancial - Personal FinancingFinancial - Personal Injury LawyersFinancial - Personal InsuranceFinancial - Personal LoansHealth and Beauty - ChiropractorsHealth and Beauty - Cosmetic SurgeryHealth and Beauty - Day spasHealth and Beauty - DentalHealth and Beauty - DermatologistsHealth and Beauty - DieticiansHealth and Beauty - GymsHealth and Beauty - Hair salonsHealth and Beauty - Massage TherapistsHealth and Beauty - Nail salonsHealth and Beauty - Personal TrainersHealth and Beauty - TanningHealth and Beauty - Weight loss specialistsInsurance - AnnuitiesInsurance - CarInsurance - DentalInsurance - HealthInsurance - Independent AgentsInsurance - LifeLegal - Administrative & Governmental Law AttorneysLegal - Adoption AttorneysLegal - Appeals AttorneysLegal - Arbitration & Mediation Services AttorneysLegal - Asbestos Diseases AttorneysLegal - BankruptcyLegal - Business FormationLegal - Divorce LawyersLegal - Estate AttorneysLegal - Estate PlanningLegal - LawyersLegal - Personal InjuryProfessional Services - AccountantsProfessional Services - Accountants/CPAsProfessional Services - Accounting & Tax ConsultantsProfessional Services - Accounting, Auditing, & Bookkeeping ServicesProfessional Services - Accounts Receivable LoansProfessional Services - ConsultantsProfessional Services - Financial PlannersProfessional Services - HR SpecialistsReal Estate - Foreclosure/Short SaleReal Estate - Home AppraisersReal Estate - Home InspectorsReal Estate - Mortgage BrokersReal Estate - MoversReal Estate - Real Estate InvestorsReal Estate - RealtorsTravel - ResortsTravel - Small non chain hotelsTravel - TimesharesTravel - Travel AgentsMisc - Child careMisc - Jewelry AppraisersMisc - KarateMisc - Pet groomersMisc - Tattoo shopsMisc - VeterinariansOther Niche - Biz Type Type of Business B2C - Consumers onlyB2B - Businesses onlyBoth businesses and consumers Who do you serve What exactly do you/your organization do for your customers/users? Products, Services, Solutions, Results, Offers you provide Current Campaign Strategy and Channels What are you currently doing and how it is working for you Why your customers buy or should buy from you or your company? Problems you solve for your audience and how you solve them, how do you enhance their live/experience. What makes you or your company stand out from your competitors? How do you help them solve their problems. List every possible valuable differentiators. Features, Benefits, Advantages. What makes you unique. List your 3 main competitors and their main online presence Include as much detail as possible: Company name, website URL, social media accounts, etc. Describe your overall sales approach: Complete Sales process, how do you convert leads into clients. Online? On the phone? In person? Describe your overall marketing approach and brand identity: Overall message you want to get across to your audience. What they should know, feel and do? Other brand guidelines. Describe your current marketing channels (Online and Offline) Social Media presence, Ads, Email, Blog, Vlog, Podcast, etc. TV, radio, print, billboards, other. List your current Digital Marketing Tools Social Media scheduler, Email newsletter service, SEO tools, Media production, etc. Describe your Social Media marketing approach: Everything you do on Youtube, Facebook, Twitter, Instagram, LinkedIn, and others. Who is your target audience? Include their characteristics and everything you know about them Name of the audience group or segment you want to target? Age range? Gender? Where do they live? Type of Employment? Income range? Etc. Demographic information What are their Goals? (Dreams, Desires) If there are no clear goals, then... What are their interests? (Likes, dislikes) What are their pain points or needs? (Fears, Challenges) If there are no clear pain points or needs, then... What are their common/shared experiences that motivate them to buy? Service goals Describe how success looks like to you What stage of the buyer's journey is your audience now? Attract (Build Brand Awareness)Convert (Educate Audience)Close (Illustrate a Solution)Delight (Create Raving Fans)Custom Campaign (Special Offers)Other What stage of the buyer's journey is your audience now? What do you want your audience to feel (Emotional State, Mood or Energy)? What do you want your audience to know (Main message)? What do you want your audience to do with this feeling and knowledge? (Main objective or purpose) What would you like your audience to do next? (After watching the video) Visit your website, signup for your newsletter or give you a call Clear Call-to-action or Contact Information URL to the landing page or website you want them to visit. Phone number, Email address, or Online Form. Service/Project Budget to achieve your main objective <$5k$5k - $10k$10k - $25k Video Basic Requirements Promotion and Distribution Platforms (Each option requires different dimensions) Website Youtube Facebook Instagram Twitter Snapchat LinkedIn Pinterest Desktop Device Mobile Device OtherOther Where will your video be displayed or consumed? The platforms your audience typically uses to consume media and Ads? The technology they use? Type of Video I don't know...AnimatedPhotos, Stock Images, Stock FootageLive-action Filmed Choose the intended type of video Video Form Factor & Aspect Ratio Horizontal - Landscape (16:9)Horizontal - Landscape (4:3)Rectangular - Landscape (2:1)Square (1:1)Vertical - Portrait (9:16)Other Video Form Factor & Aspect Ratio Choose the intended video form factor Video Width 1920128010801024854768720640512480426360320288256240133 Video Height 1920128010801024854768720640512480426360320288256240133 Max. Duration/Length (Minutes:Seconds) Max. Frame Rate (FPS - Frames per Second) Max. File Size (Megabytes) Video File Format .mp4.movOther Video File Format Video Branding or Aesthetics Primary Color HEX: #FFFFFF or RGB: R255,G255,B255 Secondary Color HEX: #FFFFFF or RGB: R255,G255,B255 Tertiary Color (Optional) HEX: #FFFFFF or RGB: R255,G255,B255 Titles Text - Font Name Only 100% Free Font for Commercial use, or a Font you own the commercial rights Regular Text Font Only 100% Free Font for Commercial use, or a Font you own the commercial rights Additional Details What else do we need to know to fulfill the requested services? Your approval process, invoicing details, other special project requirements, etc. Upload your files here (Max. 10MB/each) Drag files here or click to select files Select Files Maximum file size: 11MB Your Logos, Images, Videos, Detailed Customer Avatar, Brand Design Guidelines, other required files. Send Now Copyright © PTYsocial.com – All Rights Reserved
