Client Intake Form - Monte Verde Media

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Business Name *

Please enter your legal business name

Website *

Please enter in your entire website URL

Founder / CEO *

Point of Contact *

Who made first contact with Monte Verde Media?

Email *

Email

Confirm Email

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Phone Number *

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Tell me about your business. What motivated you to start the business? What problem do you solve? Year Founded. Etc.

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What’s your Unique Value Proposition? How do you stand out from your competition?

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What’s the typical sales process?

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Talk about your content and social media strategies.

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How much SEO knowledge exists within the company already?

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Has there been any SEO done previously?

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Do you utilize Google Analytics? Google Search Console?

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What tools do you use for SEO and SEM research? (keyword research, rank tracking, site crawling, backlink discovery and analysis, etc.)

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What is your strongest channel of attribution?

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What are the short and long term goals of the company?

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What does your current team look like? What skillsets do you feel are missing? What are your team’s strenghts?

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Who’s your ideal client? (target demographics, psychographics, customer personas, etc)

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What has been your most successful marketing strategy thus far? What’s been the least effective?

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Who are your top competitors?

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What is your monthly advertising budget?

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Are you using data to inform content decisions?

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What’s the lifetime value of a customer to you? What’s the average order value? What’s your profit margin? Do you expect customer to bring referrals?

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