Client Onboarding Form

Brand Name

Website Link

Primary Contact Name

Primary Contact Email

Primary Contact Phone Number

Business Address

Industry/Niche

Business Description

Target Location(s)

Target Audience

Key Marketing Objectives

Competitors

Unique Selling Proposition (USP)

Are there any ongoing marketing efforts?

Channels currently being used

Current agency/partner (if any)

What challenges are you currently facing in marketing?

Brand Guidelines

Upload brand guidelines

Logo Files

Upload logo files

Fonts Used

Color Palette

Other Creative Assets

Facebook

Instagram

YouTube

TikTok

Twitter/X

Facebook Business Manager

Facebook Ad Manager

Google Ads Account

Google Analytics

Google Tag Manager

Google My Business

Website Dashboard

Any Other Tools