Client Intake Survey (For Marketing Assessment) Step 1 of 3 33% First, we need a little bit of info about you.Your Name* First Last Email* Phone*HiddenBest time of day to reach you? Early Morning (8am – 10am) Late Morning / Early Afternoon (10am – 1pm) Late Afternoon (1pm – 4pm) Early Evening (4pm – 6pm) Getting To Know Your BusinessBelow are a few questions that will help us better understand your business, your clients/customers, your challenges, and your goals. What are three words you hope customers would use to describe your business?*What is ONE thing that makes you stand out from your competitors?*If your business has a slogan or tagline, please share it here.Where are you currently getting most of your clients/customers from? For example, word of mouth, social media, etc.*How would you describe your top 3 types of clients/customers? For example: Families with parents aged 35-45 with small children who….*For this, please try to break down your broader audience. For example, if you are targeting new and expecting parents – within that, who are your top 3 audience segments?What type of client or customer are you most looking to attract or looking to attract more of?*For example, Are there any specific measurable goals you’re trying to reach within the next 12 months, such as a specific number of new customers/clients, sales, revenue, etc? Past Marketing EffortsNow, we’d like to ask you a few questions about your past marketing efforts. Which of the paid marketing tactics below have you tried in the past? Please choose all that apply.* Google Ads Sponsored Blog Posts Paid Facebook Ads Paid Yelp Ads Paid Instagram Ads Display Advertising (banner ads on websites) Event Sponsorships Direct Mail TV Advertising Online Streaming Service Advertising (ex: Hulu) Paid Snapchat Ads Paid Pinterest Ads NextDoor Advertising What marketing tactics do you think have worked well for you in the past?*Anything you’ve tried that was particularly unsuccessful?Please upload any marketing materials that would be helpful for us to understand your past efforts, brand identity, style, tone, etc. Drop files here or Select files Accepted file types: jpg, jpeg, png, pdf, gif, doc, docx, xlsx, csv, xlsm, gif, Max. file size: 256 MB. This could include examples of email blasts you have sent out to your list, your brand guide, business cards, print materials, etc.Optional: Share any marketing questions that you have for us Anything else you would like to share?