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Business Information
Legal entity name
*
Business name (DBA)
*
Business address
*
Business EIN (Tax ID)
*
Business structure
*
Select structure
Sole Proprietorship
Partnership
Limited Liability Company (LLC)
C Corporation (C Corp)
S Corporation (S Corp)
Non-Profit Corporation
Co-operative (co-op)
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Business Phone #
*
Business email
*
Business website
*
Representative Information
First Name
*
Last Name
*
Phone #
*
Email Address
*
Job Position
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Select Your Role
CEO
CFO
General Counsel
VP
GM
Director
Other
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Please upload the front & back of any
ONE
of the following:
Driver's License
State I.D.
Passport
Passport Card
Permanent Resident Card
Non-Citizen Travel Document
Work Permit
Visa
File Upload
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Upload front & back here
Business Details
What areas do you serve?
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Please write a detailed list of your services
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What are the most popular services among your current clients?
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What are the most common challenges your customers face, that your business solves for them?
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Are there any unique offers or specialized services your company offers?
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What makes your business stand out from other competitors?
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Who are your main competitors?
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What do you think they're doing well in their companies?
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What is your companies slogan?
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Upload Company Logo
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Upload Logo Here
Marketing Background & Goals
Have you partnered with a marketing agency in the past?
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Select option
Yes
No
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What marketing strategies worked well for you in the past, and what hasn't?
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What are your short-term & long-term marketing goals?
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Your Targeting & Audience Info
What is your ad budget per month?
*
What specific demographics, industries, or cities do you want to target? Why?
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Who is your ideal customer?
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Do you have any preferred content styles?
*
Additional Details
Do you have any awards, certifications or licenses we should know about?
*
Are there any industry trends or market conditions we should know about to serve you better?
*
Do you have any exisiting content?
*
Do you have a portfolio of completed projects?
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Do you have any online reviews, testimonials or feedback we can view? If yes, where can we find them?
*
Do you have any upcoming promotions, projects or events we should know about? -
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Is there anything else important for us to know about your business or specific marketing needs?
*
Feedback & Rating
How would you rate this form?
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Your honest rating helps us improve for future clients.
What questions or suggestions do you have for improving this form?
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Any thoughts, confusion points, or ideas are super helpful — thank you!
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