New Client/Meeting Form

Date / Time

Date

Time

Name (First & Last)

Address

Telephone Number

Contractual Port of Call

Branding

Do you have all of your logos? EPS, JPEG & PNG (branding MUST be supplied first before anything else)

Is this a new business? If not long how long have you been in business?

Three Logos that you like

Do you feel you may need an Evolution or Revolution?

If your brand had a symbol what would it be?

Only required if branding package is to be undertaken

Have you decided on a business name? If so what?

What colours would you say represent your brand?

Strapline

Who would be your dream brand ambassador?

Would you describe your business as Male/female or neither

General Notes

General Questions

Do you use social media if so which?

Do you own your domain? If so what is it?

Who is your domain provider?

What or would be your businesses mission statement?

What is the size of your business?

Are you selling a product/service or both?

Are you B2B or B2C or both?

Who is your main target market?

Name four adjectives for your business

Maintenance after? Monthly at £45 or £400 per annum

We supply all clients a simple training doc. Would you like additional training?

How long would you like to provide all required content?

Would you like Google Business/Linkedin/Social Media optimisation?

Will you require copywriting?

What storage do you use? Dropbox or Google Drive?

T&Cs - Do you have or will you require?

Please name 2-3 competitor businesses if any

General Notes

Copy

Third person or First person

In your words, describe your company

Website

Do you have an existing Website, if yes do you have admin access?

If yes, why do you feel you need a new website?

STAGE ONE - Is there anything specific you would like your website to do - functionality: Blogs, bookings, client/customer data, hidden access etc.

STAGE TWO - Plans for the future

E-SHOP

Are you VAT registered

Currency

Are there any additional taxes that would be applied to some or all of your products?

What is the main purpose of your shop?

Which payment gateways?

Do you require coupons/gift vouchers?

How will you manage your inventory?

Do you have SKUS?

What are your shipping/collection/delivery requirements?

New Client/Meeting Form

Branding

General Questions

Copy

Website

E-SHOP

Company

SERVICES

INFO