Client Information Required information for client setup Company Name (If you operate an established business)Primary Contact* First Last TitleEmail* Primary Phone Number*Alternate Phone Number or General Business LineSecondary Contact (Business Partner / Decision Maker) First Last Website, if you have one. If not, please leave blank Billing Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Industry Categories or Codes, like Construction Contractor Services. Please add your NAISC codes if you know them.*For details about your specific industry segments, go to https://www.naics.com and perform a product search. Add any and all codes that may apply.Services you desire or need* Select All Advertising Services Branded Items - T-shirts, Hats, Jackets, Pens and/or give-away items Branding and Logo Development Consulting Content Development Event Materials Graphic Design - Web, Print, Online, Event Materials Lead Generation - Online and/or Offline Photography & Head Shots Printed or Materials - Business Cards, Flyers, Brochures Website Design and Development Web Maintenance & Security Social Media Services Video Services Please describe any other marketing or advertising needsWhat is your annual expected revenue?When are you looking to begin?CAPTCHA Δ Product & Service Sales Analysis "*" indicates required fields Step 1 of 2 50% This information is most crucial in identifying how your marketing and advertising budget is allocated and why. You owe it to your business and the bottom line to invest the time to understanding the your sales. Whether your business is B2B with one service or a few, or a merchant with hundreds of products to consumers, understanding the primary drivers for sales determines what % of your budget is allocated to promote each product and service. Please fill in your top services or products in the following pages. Feel free to upload a a sales report from your accounting software which can help. If you are a new business, we can assist in this process. Feel free to use a spreadsheet where you can have unlimited products and services and will allow you to see sales comparisons side-by-side.Which way works best for you?* I have an existing sales analysis spreadsheet to upload I'd prefer to follow your process Sales analysis spreadsheet uploadAccepted file types: csv, pdf, xls, Max. file size: 300 MB.Okay, let's go! Meet you on the next page. Product | Service #1 We'll go one by one through your top 10 products or services. Let's start with #1.Briefly describe this product or serviceSIC Code or NAICS Code (OR) Product or service categoryThis is used by the government to categorize services. This is how we identify market share, competition, and opportunity. We take sales VERY seriously. We hope you do too. If you don't know the code, that's OK.Annual revenue, or anticipated revenue for this product or servicePlease provide actual or expected revenuePlease identify the total number of actual or anticipated transactions per year.Please identify if this is anticipated or actual. If anticipated, please explain how you arrived at this figure. What % of your total sales does this service or product represent?This should be a % of your total revenue.What is your anticipated or desired growth by percentage, year over year ?Rate this product/service based on quality: Best service, best quality, highest cost Good quality, good service, average cost Lowest quality, lowest service, lowest cost Do you know the projected growth rate for this product or service? Yes No Is it on an incline, or decline, why or how? What is the source of this information? Please describe the predicted growth rate for your industry or sector. What is the source? What year was the report?It's advised to understand your market, industry or sector, and any market trends.Identify the cities, states, providence, regions or countries you serve , or plan to serve. Or, please upload a comprehensive list below.This can represent actual locations, or proposed locations. Upload your list of comprehensive service areas, if you have one.Max. file size: 300 MB.If available and applicable, please upload a sales report by zip code or regionMax. file size: 300 MB.Does your industry identify best practices for targeting effective service area or specific geographic radius? Yes No I would like to identify best practices, if available This doesn't apply to me For Instance, Dentists should only reach five miles around someone's work or home. Understanding this information will prevent over-spending in your market and an effective use of budget.Is this a seasonal offering? Yes No Please add any details as it relates to seasonality. If you know exact monthly trends, please include $ or % of sales by month, below. Please identify the % of your budget that is appropriated by month. Enter only numbers.JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberAre there required advertising guidelines by state that must be followed for this product or service?Max. file size: 300 MB.If there are laws governing sales methods and promotional constraints, please upload any state by state requirements. Way to go. That's another form completed!Now, if you have anything else to tell us about this product of service, fire away! And, if you have additional products, when you submit this form, just fill this form out again. Δ Your Customers - An Analysis Step 1 of 9 - Customer Analysis: Introduction 11% In marketing and advertising customers are labeled into three categories; primary, secondary, tertiary or transient. We're about to do a deep dive into your customer segments in order to understand your market and who we need to connect with. Your primary customersLet's start by looking at your NUMBER ONE customers: Your primary customers. Who are your easiest, most common and highest spending customers?Please describe this customer*Type of product or service purchased by this customer. Large purchases, premier products or services purchased? Easy to work with? Buys many products in one visit? How are they different from other customers? How is your product or service used for your primary customer?* Work or business use (B2B) Personal or Leisure (B2C) Work and Personal use (B2B and B2C) Where do you target this type of customer? Locally Regionally Nationally Internationally Please describe in more detail where these customers are located.What are the main motivations for this purchase?Do you perceive age as relevant to defining your secondary customer?* Yes No Please use the demographic segments below to describe the ages of your primary customer.Please enter numbers only.What percentage of your primary customer base is between the ages of 0-6?% Ages 7-12% Ages 13-17% Ages 18-24% Ages 25-34% Ages 35-54% Ages 55-64% Ages 65+Your primary customers make purchases... Online and offline Online only Offline only Is the gender of this customer relevant?* Yes No What percentage of your primary customers are female?What percentage of your primary customers are male?Describe the lifestyle and behaviors of your primary customers (if known)Brainstorming tip: Are there trends in how your primary customers lead their lives? Here's some examples of things you might have noticed that many of your primary customers have in common: particular political beliefs, a preference for a particular grocery store (eg. walmart vs. whole foods)? Have similar family structures? Enjoy a particular hobby? Exercise habits? Dietary preferences? Religion?Describe purchasing behaviors of your primary customer (if known)Brainstorming tip: Are they famously frugal? Willing to pay for convenience? Prefer to spend their money on experiences rather than things? Is the income level of this customer relevant?* Yes No What is the typical income range of this customer?Describe the media habits of this customer (if known)Brainstorming tip: Do you know your primary customer's preferred news source (The News Times, The Economist, etc.)? Favorite TV shows? Entertainment genre (comedy, horror, action, etc.)? What about magazines, podcasts, or websites they like to read?Is the industry this customer works in relevant?* Yes No What industries does this customer typically work in?Some examples might be: retail, finance, construction, manufacturing, wholesale, distributors, services.Are job titles relevant to your primary customer?* Yes No What job titles do these customers hold?Why is this customer important to your overall sales objective?*What challenges does this type of customer present?* That's one customer segment down! You're that much closer to the marketing plan that will help you achieve your business goals. Give yourself a pat on the back, and let's dive back in with secondary customers!Secondary customers Secondary customers are important to sales, but you don't get as many of them. Perhaps they are slower to buy, or it’s a longer sales cycle and the risk to reach this customer is higher. Or, it's possible you haven't focused in on how to acquire them, but you need them.Do you have a secondary customer? Yes No Your secondary customersSecondary customers Important to sales, but you don't get as many of them. Perhaps they are slower to buy, or it’s a longer sales cycle and the risk to reach this customer is higher. Or, it's possible you haven't focused in on how to acquire them, but you need them.Please describe your secondary customer*Type of product or service purchased by this customer. Large purchases, premier products or services purchased? Easy to work with? Buys many products in one visit? How are they different from other customers? How is this product or service for your secondary customer used?* Work or business use (B2B) Personal or home use (B2C) Work and personal use (B2B and B2C) Where do you target this type of customer? Locally Regionally Nationally Internationally Please describe in more detail where these customers are located.What are the main motivations for this purchase?Do you perceive age as relevant to defining your secondary customer?* Yes No Please use the demographic segments below to describe the ages of your secondary customer.What percentage of your secondary customer base are between the ages of 0-6?% Ages 7-12% Ages 13-17% Ages 18-24% Ages 25-34% Ages 45-54% Ages 55-64% Agest 65+My secondary customers make purchases... Online and offline Online only Offline only Do you perceive gender as relevant to defining your secondary customer?* Yes No What percentage of your secondary customers are female?What percentage of your secondary customers are male?Describe your secondary customers' lifestyle and behavior (if known)Brainstorming tip: Are there trends in how your secondary customers lead their lives? Here's some examples of things you might have noticed that many of your secondary customers have in common: particular political beliefs, a preference for a particular grocery store (eg. walmart vs. whole foods)? Have similar family structures? Enjoy a particular hobby? Exercise habits? Dietary preferences? Religion?Describe your secondary customer's spending habits (if known)Brainstorming tip: Are they famously frugal? Willing to pay for convenience? Prefer to spend their money on experiences rather than things? Is income level relevant to defining your secondary customers?* Yes No What is the typical income level of your secondary customer?Describe what you know about the media habits of your secondary customers (if known)Brainstorming tip: Do you know your secondary customer's preferred news source (The News Times, The Economist, etc.)? Favorite TV shows? Entertainment genre (comedy, horror, action, etc.)? What about magazines, podcasts, or websites they like to read?Is industry relevant to defining your secondary customers?* Yes No What industries do your secondary customers typically work in?Some examples might be: retail, finance, construction, manufacturing, wholesale, distributors, services.What kind of job titles do your secondary customers typically hold?Why is this customer important to your overall sales objective?*What challenges does this type of customer present?* That's another customer segment down! You're that much closer to the marketing plan that will help you achieve your business goals. Stand up, stretch out, and have a drink of water. When you come back, we'll continue by defining your tertiary customers.Tertiary customers They too represent a portion of your business but the sales are less predictable, or this may be a more challenging customer to acquire or manage. They could need your product or service much less often too. The market may be smaller for this one and there may be an area of growth. Do you have a tertiary customer? (3rd in the hierarchy)* Yes No Your tertiary customersTertiary customers They too represent a portion of your business but the sales are less predictable, or this may be a more challenging customer to acquire or manage. They could need your product or service much less often too. The market may be smaller for this one and there may be an area of growth. Please describe this type of customer*Type of product or service purchased by this customer. Large purchases, premier products or services purchased? Easy to work with? Buys many products in one visit? How are they different from other customers? How is this product or service for your tertiary customer used?* Work or business use (B2B) Personal or home use (B2C) Work and personal use (B2B and B2C) Where do you target this type of customer? Locally Regionally Nationally Internationally Please describe more details about where these customers are located.What are the main motivations for this purchase?Do you perceive the age of this customer relevant?* Yes No Please use the demographic segments below to describe the ages of your secondary customer. What percentage of your tertiary customer base is between the ages of 0-6?% Ages 7-12% Ages 13-17% Ages 18-24% Ages 25-34% Ages 35-54% Ages 55-64% Ages 65+My tertiary customers make purchases... Online and offline Online only Offline only Is gender relevant to defining your tertiary customer?* Yes No What percentage of your tertiary customers are female?What percentage of your tertiary customers are male?Describe the lifestyle and behavior of your tertiary customers (if known)Brainstorming tip: Are there trends in how your tertiary customers lead their lives? Here's some examples of things you might have noticed that many of your tertiary customers have in common: particular political beliefs, a preference for a particular grocery store (eg. walmart vs. whole foods)? Have similar family structures? Enjoy a particular hobby? Exercise habits? Dietary preferences? Religion? Describe the spending habits of your tertiary customer (if known)Brainstorming tip: Are they famously frugal? Willing to pay for convenience? Prefer to spend their money on experiences rather than things? Describe the media habits of your tertiary customer (if known)Brainstorming tip: Do you know your tertiary customer's preferred news source (The News Times, The Economist, etc.)? Favorite TV shows? Entertainment genre (comedy, horror, action, etc.)? What about magazines, podcasts, or websites they like to read? Is income level relevant to defining your tertiary customer?* Yes No What is the typical income level of your tertiary customer?Is industry relevant to defining your tertiary customer?* Yes No What industries do your tertiary customers typically work in?Some examples might be: retail, finance, construction, manufacturing, wholesale, distributors, services.What kind of job titles do your tertiary customers typically hold?Why is this customer important to your overall sales objective?*What challenges does this type of customer present?* That's three whole customer segments down! You're ALMOST done. Have a cookie before you continue with the final segment: transient customers.Transient customers This customer is infrequent and unpredictable. This could be a lower margin for your company as well. They may be outside of your target or primary service area so this customer may choose other companies when it's more convenient. Regardless, the financials reveal lowest sales. Do you have transient customers? (fewest possible sales, but could be high margin) Yes No Your transient customersTransient customers This customer is infrequent and unpredictable. This could be a lower margin for your company as well. They may be outside of your target or primary service area so this customer may choose other companies when it's more convenient. Regardless, the financials reveal lowest sales. Please describe your typical transient customer*Type of product or service purchased by this customer. Large purchases, premier products or services purchased? Easy to work with? Buys many products in one visit? How are they different from other customers? How is this product or service for your transient customer used?* Work or business use (B2B) Personal or home use (B2C) Work or personal use (B2B and B2C) Where do you target this type of customer? Locally Regionally Nationally Internationally Please describe more details about where your customers are located.What are the main motivations to making a purchase?*Do you perceive age as relevant for this customer?* Yes No What percentage of your transient customer base is between the ages 0-6?% Ages 7-12% Ages 13-17% Ages 18-24?% Ages 25-34% Ages 35-54% Ages 55-64% Ages 65+My transient customers make purchases... Online and offline Online only Offline only Is gender relevant in defining your transient customers?* Yes No What percentage of your transient customers are female?What percentage of your transient customers are male?Describe your transient customers' lifestyle and behavior (if known)Brainstorming tip: Are there trends in how your transient customers lead their lives? Here's some examples of things you might have noticed that many of your transient customers have in common: particular political beliefs, a preference for a particular grocery store (eg. walmart vs. whole foods)? Have similar family structures? Enjoy a particular hobby? Exercise habits? Dietary preferences? Religion? Describe the spending habits of your transient customers (if known)Brainstorming tip: Are they famously frugal? Willing to pay for convenience? Prefer to spend their money on experiences rather than things? Is the income level of this customer relevant?* Yes No What is the typical income level of your transient customer?Describe the media habits of your transient customers (if known)Brainstorming tip: Do you know your transient customer's preferred news source (The News Times, The Economist, etc.)? Favorite TV shows? Entertainment genre (comedy, horror, action, etc.)? What about magazines, podcasts, or websites they like to read?Is industry relevant to your transient customers?* Yes No What industries do your transient customers typically work in?Some examples might be: retail, finance, construction, manufacturing, wholesale, distributors, services.What kind of job titles do your transient customers typically hold?Why is this customer important to your overall sales objective*What challenges does this type of customer present?* You're amazing! That was a LOT of info to plow through. >strong>Now submit your information, and you're done. Δ
