Business name
Brand contact - name, role
Email
Phone
Website URL
Physical address (if any)
Time zone
Best hours for contact
Brief description of the business and core products or services (2–3 lines)
Business start date / years in market
Primary revenue streams (list)
Average order value or average sale (if known)
Typical sales cycle
instant
days
weeks
months
Monthly revenue range
$5k
$5–20k
$20–50k
$50–200k
$200k+
Short unique selling proposition (one sentence)
Main proof points or credentials (e.g., awards, certifications, years, endorsements)
Top 3 reasons customers choose you
Top 3 measurable KPIs you want tracked (e.g., cost per lead, ROAS, MQLs, followers, engagement rate
Target CPA, CPL, or ROAS (if you have one)
Monthly budget range for marketing (content + ads)
Desired launch date for first campaign or push
Describe your ideal customer in plain terms - age, gender, income, job, family status, interests, key behaviors (shopping, channels)
Primary geographic targets (cities, states, countries)
Languages needed for content
Top pain points they face that you solve (3 items)
Where they hang out online (channels, groups, apps)
Any audience segments to avoid or exclude
Core offers to promote (product, service, package) with short descriptions and price ranges
Typical conversion path (ad → landing → purchase, or social → DM → phone call, etc.)
Do you have landing pages for campaigns? List URLs
Do you have a CRM or email platform? Name it and list access details you will provide
Which URL(s) should conversions be tracked on?
UTM conventions you use, if any
Current active social profiles - paste links for: Facebook, Instagram, X, LinkedIn, TikTok, Pinterest, YouTube, others
Which platforms do you want us to focus on?
If yes, summarize top performing campaigns or results (channels, budgets, outcomes)
Monthly ad spend last 6 months (estimate)
Size of your email list / CRM contacts
Any current partnerships, affiliates, or influencers you work with? List names and brief terms
Five words the brand should always evoke (short words only)
Primary value propositions to repeat in content (3 items)
Messages or claims you must never make (legal, compliance)
Any sensitive topics to avoid in content
Do you have brand assets to attach? Logos (SVG/PNG), fonts, color hex codes, photography, templates. Please attach.
Image and video specs we should use for each platform (if you have preferences)
Example posts or competitor posts you like — paste links
Desired posting frequency per platform (examples): IG 3x week, Reels 4x week, X daily
Who approves content? Name, role, email, phone
Approval turnaround time expected (hours)
Preferred file delivery method
Google Drive
Dropbox
Figma
Asana
Slack
Content scheduling windows to avoid
Monthly ad budget range for start
Minimum acceptable CPA or ROAS to consider campaign successful
Creative testing plan preferences (A/B tests you want run)
Landing page conversion goals and expected conversion rates
Typical compensation model preferred
flat fee
product
commission
affiliate
Any influencers you want us not to contact
Any industry rules we must follow? (healthcare, finance, pharma, legal, regulated claims) — explain
Privacy policy / terms of service link (if any)
Reporting cadence
weekly
biweekly
monthly
other
Must-have report metrics (pick top 6)
impressions reach
clicks
CTR
conversions
cost per conversion
revenue
ROAS
engagement rate
follower growth
leads
LTV
CAC
What content or campaigns performed best in the past? Paste links or short notes
What failed or underperformed and why you think that happened
Top 3 lessons you learned from past marketing
Key deadlines and events we must hit in next 6 months (product launches, events, sales) — list dates
Monthly retainer budget range for agency fees (content + management only)
Logo files (SVG/PNG)
Brand color hex codes
Brand fonts or font names
Existing style guide or brand guidelines PDF
High-res product images and lifestyle photos
Access details for ad accounts, analytics, CMS, email platform (we will request securely)
What would make this partnership fail from your view? Be blunt
Biggest internal blocker to success (budget, approvals, creative, product availability, customer service)
Any non-negotiable items or must-haves for campaigns
Any upcoming promotions, offers, bundles, or partnerships in next 3 months? List dates
Key customer objections we must handle in creative or copy
SEO keywords or search terms you want us to target (top 10)
Competitor URLs (3–5) with a one-line note why you picked them
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