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Section 1: BUSINESS & MARKETING BACKGROUND

Business Name

Industry

Years in Business

Have you worked with a digital marketing agency before?

What was your experience like?

What marketing strategies have you tried in the past?

Search Engine Optimization (SEO) – Optimizing for higher search rankings and organic traffic.
Pay-Per-Click (PPC) Advertising – Running paid ads on Google, Facebook, or other platforms.
Social Media Marketing – Creating and posting content on platforms like Facebook, Instagram, LinkedIn, etc.
Email Marketing – Sending newsletters, promotional campaigns, or automated emails.
Content Marketing – Publishing blog posts, articles, or videos to attract and educate customers.
Influencer or Affiliate Marketing – Partnering with influencers or affiliates to promote products/services.
Traditional Advertising – Print ads, billboards, radio, TV, or direct mail campaigns.
Referral or Word-of-Mouth Marketing – Encouraging existing customers to bring in new business.

What were the results?

What are your primary marketing goals?

Brand Awareness – Increase recognition and visibility of our brand.
Lead Generation – Attract and capture potential customers.
Sales Growth – Drive revenue and conversions through marketing efforts.
Customer Retention – Strengthen relationships and increase repeat business.
Website Traffic – Improve the number of visitors to our site.
Social Media Engagement – Grow our following and boost interactions.
SEO & Organic Reach – Improve search rankings and online discoverability.
Reputation Management – Enhance and protect our brand’s online image.

What does success in a marketing campaign look like to you?

Increased Website Traffic – More visitors engaging with our site.
Higher Conversion Rates – More leads turning into paying customers.
Stronger Brand Recognition – More people recognizing and trusting our brand.
More Qualified Leads – Attracting leads who are more likely to convert.
Growth in Social Media Engagement – Higher likes, shares, comments, and followers.
Higher ROI – A clear return on investment from marketing efforts.
Improved Search Rankings – Higher placement on Google and other search engines.
Positive Customer Feedback – More testimonials, reviews, and brand advocates.

SECTION 2: BUDGET & EXPECTATIONS

What is your estimated monthly marketing budget?

Under $1,000
$1,000 - $3,000
$3,000 - $5,000
$5,000 - $10,000

How did you determine this budget?

Are you open to recommendations if your budget does not align with your goals?

What specific deliverables do you expect for your budget?

Website Design & Development – Creating or optimizing a high-performing website.
Search Engine Optimization (SEO) – Improving rankings and organic visibility.
Paid Advertising (Google Ads, Facebook Ads, etc.) – Running targeted ad campaigns.
Social Media Management – Content creation, scheduling, and engagement.
Content Marketing – Blog posts, articles, or other written content to boost brand authority.
Email Marketing – Campaigns, automations, and newsletters to engage customers.
Branding & Graphic Design – Logo design, visual identity, and promotional materials.
Analytics & Reporting – Regular performance tracking and data-driven insights.

SECTION 3: DECISION-MAKING & COLLABORATION

Who is the main decision-maker for marketing? (List names & roles)

How involved do you want to be in the marketing process?

Hands-on (Approve everything before launch)
Collaborative (Regular updates, but trust the agency’s expertise)
Hands-off (Trust the agency to execute and deliver results)

Do you prefer a strategic partner to guide you or an agency that executes your exact requests?

Strategic Partner
Task Execution

Have you worked with an agency or freelancer before and ended the relationship early?

Please explain why you were not satisfied.

SECTION 4: COMMUNICATION & PROCESS

What is your preferred communication method?

Email
Phone
Online Meeting (Zoom/Google Meet)
Messaging App (Slack, WhatApp, etc.)

How frequently do you expect updates on your campaigns?

Daily
Weekly
Bi-Weekly
Monthly
Quarterly
Don't bother me, just make it happen!

How do you handle feedback? Are you open to expert recommendations even if they challenge your assumptions?

expert even assumptions?

If a marketing campaign doesn’t produce immediate results, how would you react?

Are you looking for a short-term project or a long-term marketing partnership?

Short-term Project
Long-term Partnership

FINAL CONSIDERATIONS

Is there anything else we should know about your business and marketing needs?

Let's Transform Your Business, To Grow & Serve Your Customers

New Client Intake Form

Section 1: BUSINESS & MARKETING BACKGROUND

SECTION 2: BUDGET & EXPECTATIONS

SECTION 3: DECISION-MAKING & COLLABORATION

SECTION 4: COMMUNICATION & PROCESS

FINAL CONSIDERATIONS

(915) 229-6606

info@monsterlinkmarketing.com

MON-FRI: 8am - 9pm

1351 N Zaragoza Rd, Bldg D1