Client Intake Form - Monte Verde Media

Step 1 of 2

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

Please enter in an email that we can best reach you at

Phone Number *

Please enter a phone number that we can best reach you at

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

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

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

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

What’s the typical sales process?

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

Talk about your content and social media strategies.

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

How much SEO knowledge exists within the company already?

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

Has there been any SEO done previously?

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

Do you utilize Google Analytics? Google Search Console?

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

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

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

What is your strongest channel of attribution?

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

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

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

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

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

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

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

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

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

Who are your top competitors?

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

What is your monthly advertising budget?

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

Are you using data to inform content decisions?

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

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?

Please fill this out to the best of your ability. If you are unsure dont hesitate to skip

Email

Ready to Get Started?