New Client Intake Form

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Step 1 of 14

Name*

First Last

Company*

Phone*

(###) ###-#### format

Email*

Website*

Be sure to include https:// or http:// before your website URL.

What are the business hours available for customer support and client service?*

What services are you contracted for?*

Please select ONLY those services you have contracted for and NOT all the things you plan on doing.

White Peak IQ™ - Investor Due Diligence Services

Website/Landing Page Design

Search Engine Optimization

Email Marketing

Social Media Advertising

Google Advertising

Blogging and/or Copywriting

Branding

Web Hosting and/or Site Maintenance

In working with White Peak, what is your goal that you want achieved?*

Understanding Your Business

Is the business affected by seasonality? Any temporary or permanent promotions to consider (e.g., coupons, tickets, discounts, etc)?

What is the average revenue per sale?

What is the average profit margin per sale?

How do you achieve most of your sales? (calls, contact forms, purchases, downloads, etc.)*

How many online conversions (leads or sales) do you tend to receive per month?*

Please briefly describe your business.*

Describe your business. The more details you can provide, the better so that we can deliver amazing services to you.

Please describe what your company offers (products/services), prioritizing top performing offers.

List your main competitors. Include URLs if possible.*

List why a customer would choose you over competitors.*

What makes you different and special vs. competitors. What is the most important unique selling proposition (USP) or general selling point that you offer?

What problem(s) do you solve? What are your customers' pain points.*

What goals do you help accomplish? What are your customers' desires?*

What are some common misconceptions about your brand/product/service, if any?*

Are there any products or category of products that you'd like to focus your campaign on?*

Which type of feeling do you want people to associate with your brand?*

Laid Back, Casual, Empathetic, Practical, Straightforward [Everyman]

Optimistic, Happy Sweet, And Hopeful [Innocent]

Energetic, Enthusiastic, Questioning, Adventurous [Explorer]

Gentle, Kind, And Nurturing [Caregiver]

Sophisticated, Very Professional, And Structured [Ruler] [Caregiver]

Charismatic, Visionary, And Transformative [Magician]

Will Swear, Speak Blatantly, Challenging The Status Quo [Rebel/Outlaw]

Witty, Humorous, Entertaining, Loud, Exciting [Entertainer]

Warm, Welcoming, Enticing, Seductive, Sultry [Lover]

Logical, Analytical, Educational [Sage]

Expressive, Imaginative, Original, And Poetic [Creator]

Motivating, Encouraging, Achievement Oriented, Competitive [Hero]

What feeling(s) does your product or service create for customers who use it?*

Image examples/style

Can you provide us any examples of pictures that you like for your website or campaign? The better we understand the types of images that you like, the happier you'll be with the finished product we create. Simply add some hyperlinks to the webpage where the example image is and tell us what you like about it.

Understanding Your Target Audience

What is the gender of your target audience?*

Male

Female

Both

What is the age or age range of your target audience?*

What is their socioeconomic status?*

Upper Class/Wealthy

Middle Class

Skilled Working Class

Working Class

Low Income Earner

Don't know or N/A

What is the education level of your customer?*

Master's Degree

Bachelor's Degree

Associate's Degree

Some College

No College

Where is your target audience located geographically?*

If it varies by product or service, please share those details (country, state, county, city, or zip code).

If applicable, what is the occupation(s) of your target audience?

What sites does your target customer visit? What brands do they love? What social media pages would they be likely to follow?*

Is there a type of target audience you do not want to attract?*

What words/phrases do you think people will be using to look for your products/services on Google?*

Why would your target audience object to using your product or service?*

What interests do your target customers have?*

What else can you tell us about your target audience?*

Do you have a Google Analytics Account?*

If so, please provide Account Management Access to dev@whitepeak.io and ppc@whitepeak.io with Edit, Collaborate, and Read & Analyze permissions.

Yes

I don't know

Social Media Advertising For Your Business

What type of content or advertisements would you like us to post to engage your audience?*

Is there anything in particular that you do not want posted or communicated?*

What are your short-term social media goals? (3 months)*

What are your long-term social media goals? (12 months)*

How will you measure social media success?*

Are there any social media pages that you like and would like us to reference when creating your content?*

What social networks are you interested in advertising on?*

Facebook

Instagram

Twitter

What is the URL of your Business Instagram Page?

Be sure you entry starts with https://

What is the URL of your Business X formerly known as ( Twitter) Page?

Be sure you entry starts with https://

What is the URL of your Business LinkedIn Page?

Be sure you entry starts with https://

What is the URL of your Business Facebook Page?

Be sure you entry starts with https://

What is your monthly social media advertising budget?*

What company's ads do you love and why?*

Google Advertising For Your Business

Please specify which of the following actions should be tracked:*

Online sales/purchases

Form submissions

Phone calls

Demo/PDF downloads

Store visits

App downloads

Do you have a specific ad schedule you want to run?**

What are the tax and shipping options? Please specify all that apply. (applicable for shopping campaigns)*

What is your monthly Google advertising budget?*

What desired results do you want to achieve from your digital marketing? (Calls, in-store traffic, website traffic, ecommerce sale, demo requests, etc.)*

Do you already have a Google Tag Manager account?*

If you have a Google Tag Manager account, please share access with dev@whitepeak.io and ppc@whitepeak.io.

Yes

Do you already have a Google Ads account?*

Yes

Please provide your Google Ads CID.*

What is the geographical area that you want to target with your ads?*

Are there any locations you would like to exclude? (Eg. States/Cities you don't service or you don't ship to)*

What are the top 10 keywords you would want your ads to appear for?*

Don't worry; you don't need to do keyword research. We just want to know what you think your customers are searching for when you would be a perfect fit for them.

Is there anything specific you would like us to focus on/highlight in your ad copy? Any promotions to include?*

Is there anything you would like us to avoid in your ad copy? (specific wording)*

If you already have a landing page that should be used in your campaign, what is it?

If you have several, provide us with the URL of the top-performing landing page.

Email Marketing For Your Business

What desired results do you want to achieve from your drip email campaigns?*

Do you have any topics/ideas for your emails?*

Tell us about your top-performing emails or drip campaigns if you are already running email campaigns.

Do you currently use an Email Marketing platform? (Examples: Mailchimp, Constant Contact, etc.)*

Yes

Please provide the login information to your Email Marketing Platform.*

If you prefer, you can create a unique set of login credentials for White peak using dev@whitepeak.io.

Would you like us to refer you to an email marketing platform based on your needs and budget?*

Yes

Website or Landing Page Design For Your Business

Website Details

Please confirm the menu/pages you want on your website. (Example: Home Page, About Us, Contact, Blog, etc.)*

Before we begin the project, your White Peak contact will work with you to ensure that your contracted scope matches your expectations below. This ensures we deliver exactly what you expect and nothing less.

Mandatory Items*

The new design must or must not have this.

Any colors or designs to avoid?*

Have you already written the text content for these pages?*

Yes

White Peak is contracted to write the copy

When will you be able to send your website copy to us?*

MM slash DD slash YYYY

Are there any third-party applications/services that your website must integrate with? Please list all integrations below.*

What phone number should be displayed, if any?*

What email should form submission be sent to?*

Do you already have a domain name? What domain would you like to use? Example: https://yourbusiness.com.*

Please list the URL for all social media accounts you would like us to link to on your website.*

What is your business physical address?*

This is an important Google ranking factor and important for ads and will also help you to convert visitors into leads and customers.

Street Address Address Line 2 City State ZIP Code

Reference URLs*

Help us understand what you'd like to see. Provide us with URLs of website/web pages that you like and tell us as specifically as you can what you like about each one.

What things do you like/dislike of your current website or web page?*

Who are your main online competitors?*

What are the business hours available for customer support and client service?*

Search Engine Optimization For Your Business

What are the keywords you want to rank for?*

Do you have a Google My Business Account?*

If so, please add dev@whitepeak.io as a Manager.

Yes

I don't know

Do you have a Google Search Console Account?*

If so, please add dev@whitepeak.io as a Full User.

Yes

I don't know

Blogging and/or Copywriting For Your Business

Do you have any topics/ideas for your blogs or your copy?*

Do you already have a blog on your site?

If so, add the URL here.

Resources

Upload Your Logo

It is important that we have a copy of your logo image file. Please upload either a .png or .jpg file.

Drop files here or

Max. file size: 1 GB.

What platform is your current website built on?*

Please provide login information for your site here (admin url, username, and password).*

If you know how to do it, please create a unique set of credentials for White Peak using dev@whitepeak.io. Having access to your site ensures we are able to complete the work you've hired us to do and to ensure and/all set up associated with the campaign can be completed quickly, including integrations.

What is your Webhost URL/cPanel URL/FTP URL, username and password ?

When we are performing our work, we will eventually need this information to perform the services you've purchased.

Who is your domain registrar? Please provide us with sign in credentials because we will need this in order to provide the purchased services.*

If you prefer to provide White Peak with unique sign-in credentials, please add dev@whitepeak.io to your account.

Do you have photos we can use in our content?*

Please provide us with a Google Drive or Dropbox hyperlink to your photos.

Are you ok with us using stock photos?*

Yes

Would you like us to use a particular fonts or color scheme or are we free to use any range of fonts and colors in your content?*

If you have a color scheme, please provide us with the details. Hexidecimal color codes would be ideal but are not required. If you have a brand guide, you can share a Google Drive or Dropbox link to your brand guide.

Email Provider*

Who powers your company's email service? (e.g. Google, Microsoft Exchange Server, your web host, etc.) This impacts the process we need to follow when pushing your project live.

Phone

This field is for validation purposes and should be left unchanged.

New Client Intake Form

Please Save Your Progress Occasionally

Understanding Your Business

Understanding Your Target Audience

Social Media Advertising For Your Business

Google Advertising For Your Business

Email Marketing For Your Business

Website or Landing Page Design For Your Business

Website Details

Search Engine Optimization For Your Business

Blogging and/or Copywriting For Your Business

Resources

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