Custom Proposal Request

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Business Name:*
Type of Business:
How Long Have You Been In Business?
Number of Locations:
Number of Employees:
Main Contact:*

First NameLast Name
Title:
Business Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Phone Number:*
E-mail:*
example@example.com
Current Website URL (if applicable)
In which Social Outlets Are You Currently Active?

FacebookTwitterInstagramGoogle+PinterestSnapChatOther
Who Manages These Pages?
How Often Do These Pages Post?
Who is the decision maker for this project?
What is the typical turnaround time for making decisions?

Background Information
Please describe your organization in a few sentences.
Define your organization’s personality: (Rigid and professional, flexible and easy-going, humorous and light? Pick out those phrases that are descriptive about your organization and which is the ‘voice’ of your company)
What's Unique About YOU?
Does your company have a niche product or service?
If so, please explain:
What problems do your clients have that your organization solves?
Is there anything that gives your organization an edge over your competitors?
From a customers perspective, what would you say are the 3 best things about your business?
Tell Us About Your Target Market....
How far would you say customers are willing to drive for your product or service?
Please provide 3-5 zipcodes you feel best match where your potential customers might live.
What is the average age range of your desired customers:
On a scale from 1 to 10 how expensive would you say your products or services are?
What kind of potential customers do you aim at attracting through your campaigns? (Give detailed information on the basis of gender, geographical location, average income, profession, lifestyle, leisure activities, etc.)
For Profit: Who are your direct competitors? Non Profit: Name some peer organizations that are similar to yours.

Current Marketing Strategy
What types of advertising have you done in the past? How long did you do each type?
Have you done any Internet based advertising?
Do you have established print materials? If yes, what type (brochure, letterhead, event materials, etc):
Do you currently have a blog?

YesNo

Internal Systems

Please take a minute to explain the internal systems you have in play to drive new business from existing customers.
What do you currently do to get positive reviews from customers that come into your location?
What type of "In-House" promotions do you utilize?
Do you offer a customer loyalty program?
What fun ways do you show existing customers you appreciate them?

Marketing Goals

Please take a minute to explain your short & long term business goals. The more we know about where you want your business to be in 5 years, the better we can utilize our many resources to help you get there.
Briefly explain your companies vision for the future:
What are some of the hurdles you see possibly getting in the way of reaching this vision?
When creating advertising campaigns, where would you like our focus to be?
Please tell us your top 3 long term business goals...
Goal #1
Goal #2
Goal #3
Budget Goals
How much are you currently spending on marketing/advertising per month?
Ideally, how much would you like to spend monthly on managing your Social Media and Online Presence?
Ideally, how much would you like to spend monthly on Advertising?
Are there any other special details you would like us to know?
Are there any specific requirements to remember when creating your proposal?

Good work...You're all finished!!!
Now that we have all the information needed we can create a strategy that is just right for your specific long and short term business goals. Once this strategy is complete we will need to take about 30 minutes going through it with you. Because it is not a "One-Size-Fits-All" package and will be specifically designed for your business, we will need a little time to explain the vision and purpose behind all aspects of our proposed strategy. Please pick a day and time that works best for you and we will give you a call. Thank you and we are excited about the opportunity of possibly working together!
What day works best for you?

MonthDayYear
What time works best for you?

Hour Minutes

AM/PM Option
Should be Empty:

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