Advertising & Marketing Goals Preliminary Information Step 1 of 4 25% Client Name(Required) Box link for any assets(Required) Also, this is where you are storing this form when completed.Who was involved in this meeting?(Required)When is a response due?(Required) MM slash DD slash YYYY Are you currently Marketing in any way?(Required) Yes No Moving Forward Now that we've covered where you are, let's start looking to the future. There are many ways of determining effectiveness. We will try to define your goals through the next couple of questions.If you're looking for an increase in awareness, where do you expect to see it? Added website traffic (General) Added Website traffic (Specific pages) increase in Events/ Time on site Increase in contact forms Increase in App installs Increased engagement on Social platorms Added customers through the door Increase in phone traffic Loyalty subscription (newsletter/member/etc.) Other If you're looking for an increase in awareness, where do you expect to see it? (Other) If you're looking for an increase in sales, where do you expect to see it? As seen on the website (ecommerce) As seen by an increase in transactions at the cash register As seen in higher average "basket" price As seen by a higher number of repeat sales Other If you're looking for an increase in sales, where do you expect to see it? (Other) What tools do we have to see results?(Required) Website Analytics POS reports Social Media results ECommerce statistics Trackable Phone numbers Survey data Percentage of Lead increase CRM data Other What tools do we have to see results? (Other) Getting to the nitty gritty - Proving ROI Many of these questions are not going to be answerable at this time, and that's why they aren't required. However, they should be gone through, as this is the type of information we're hoping to use to determine accurate budgets, tactics, etc.What's a phone call worth? If your business accepts phone calls, and uses them as part of your sales process.What is a web lead worth? Can people request your services via a website form, or an email request, etc.What's a website visitor worth? How many visitors does it take to complete some type of action, whether it's a ecommerce purchase, a form completion, a phone call, etc.What's a loyalty subscription worth? If you have a drip campaign using some form of loyalty plan, what does that campaign typically render?What's it worth to get customers "Through the door"? This is typically a combination of number of customers in a period versus number of shoppers, basket size, etc. Who's your target? There are lots of different ways in which a new marketing campaign can be implemented. For this example, we are looking to see, based on the goals discussed on this form, who the target audience is that will achieve this goal.Based on your distribution network, who's the customer?(Required) End consumer Distributor B2B Vendor Other Is there a geographic component to the customer?(Required) Is the customer:(Required) New to the market A previous customer (offline) A previous customer (online) A conquest customer Please describe why you picked those answers(Required)Does the customer have a specific Demographic?(Required)Please write as specific as possible. If there is no right answer, simply write "NA"Is there a specific interest your customer has?(Required)For example, if we're targeting a specific employment status, profession, hobby, political leaning, etc.
