NEW CLIENT ONBOARDING QUESTIONNAIRE Please complete the form below. The information that you provide here will help jump-start your marketing and enhance the overall success of your partnership with The Kool Source. Business Name(Required) What is your primary goal for your partnership with The Kool Source?(Required) Does your goal have a specific timeline?(Required) Yes No Please provide as much detail on your timeline as possible(Required) Who are you? Who is your company?(Required)Tell us about your product, brand, or company. If you're just starting out, please tell us about you.Who is your target audience?(Required)Describe your target audience in detail. Who are they? If you've been in business, who has converted best for you? Please select the audiences that you currently have built out from the list below.(Required) Email Website Social Media Previous Client/Customer List Other None Please describe the other audiences that you have built out(Required) What product(s) or service(s) does your company provide?(Required) Do you have a specific product(s) or service(s) that you would like to focus on promoting?(Required) What action would you ultimately like for your audience to take?(Required) Examples: "I'd like for them to purchase a product", "I'd like for them to subscribe to my newsletter", "I'd like them to subscribe to my Youtube channel", "I'd like them to call/submit a form for more info"Where does the majority of your business take place?(Required) Where does most of your customer base come from? In-person or online? Are there specific cities, states, or metros that tend to perform/convert better than others?Are you currently or have you previously run marketing campaigns for your business?(Required) Yes, I am currently running campaigns Yes, I have run campaigns in the past No, I've never run marketing campaigns Please describe your current/previous marketing campaigns(Required)How are/did those perform? Do you have any other significant source(s) of traffic? Word of mouth, referral, organic social, email marketing, in-person events (non brick & mortar), etc.Do you have another current source of traffic?(Required)Please describe any other significant source(s) of traffic? Word of mouth, referral, organic social, in-person events (non brick & mortar), etc.Are there any industry-specific regulations that we should be aware of when marketing for your business? Is there anything that you would like for our team to 100% avoid in your marketing? (ex. verbiage, imagery, targeting, etc.)(Required) Yes No I'm not sure Please list all of those restriction/things to avoid in as much detail as possible.(Required)Does your business currently have a Privacy Policy?(Required) Yes No Do you already have established brand assets?(Required) Yes No Please share the existing brand assets that you have.(Required) Drop files here or Select files Max. file size: 100 MB. Why would a potential client/customer choose you over another business/brand that offers similar services?(Required)Do you have existing Unique Selling Points (USPs)? What makes your product/service unique?
