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New Content Client Intake Survey

This survey will take about ~15 minutes to complete. Please fill out the answers with the most information possible. The more info you provide us with, the faster we’ll be able to start turning around flawless content. Anything you share here will be strictly confidential and will not be shared by us with anyone from outside our company.

Step 1 of 3

33%

Basic Background
Company?
Name?
First Last
Preferred Email?*
Will you personally be our point of contact, too?*
- Yes
- No
No problem. Can you please provide us with our point of contact's name?*
First Last
And their email address, please?*

Content Preferences
What is the primary objective for this content?*
- Awareness (i.e. traffic, rankings, etc.)
- Nurturing (i.e. interviews, case studies, etc.)
- Closing (i.e. lead generation)
How many distinct customer personas or segments will we focus on?*
- Only one
- Two or more
What is the audience sophistication level?*
- Beginners (i.e. marketing specialists, soloprenuers, etc.)
- Advanced (i.e. marketing managers)
- Management (i.e. VPs of marketing, C-suite)
What are your customer persona company sizes?*
- Solopreneuers
- ~10 person shops
- SMB
- $100+ million a year
- Multinational enterprise
Check all that apply
What is your preferred voice and tone?*
- Neutral (Business Insider)
- Formal (Harvard Business Review)
- Witty (The Onion)
Do you have any angle preferences?*
- Tactical tips
- Strategic guidance
- Original opinions
- Expert interviews
Which of these examples do you think best represents the style & tone you're after?*
- Acquisio – https://www.acquisio.com/blog/agency/stronger-ppc-analytics-generate-more-revenue-less-traffic/
- AdEspresso – https://adespresso.com/blog/5-facebook-optimization-rules-steal-5-reasons-need/
- Oberlo – https://www.oberlo.com/ebooks/affiliate-marketing/what-is-affiliate-marketing
- Shopify Plus – https://www.shopify.com/enterprise/b2b-ecommerce-best-practices
Primary topics to focus on?*
Please list three example websites of your direct competitors.*
Please list three example websites of your indirect competitors.*
Any topics or competitors to avoid mentioning (besides the ones you listed above)?*
Please drop in three articles or websites of content you admire.*
Do you have any other special post requirements?
Specific header styling, image requirements, etc.
Please drop in a URL for any formal content guidelines.
Or upload any other docs you think might be helpful.
Max. file size: 128 MB.
Max. file size: 128 MB.

Customer Persona Questionnaire
Please answer the following questions with only ONE specific customer persona in mind. If you selected multiple personas earlier, these questions will be repeated on the following page for a secondary persona.
How do you describe this persona internally?*
What is their job title or role?*
How is their job measured?*
Who do they report to?*
Who reports to them?*
What does their typical day look like?*
What are their primary goals and responsibilities?*
What bottlenecks or problems prevent them from reaching or achieving these goals?*
What does it mean to be successful in their role?*
What's the hardest or most frustrating part of their day?*
What tasks or activities take up most of their time?*
What is their purchase process like?*
What are their main considerations when purchasing a product/service?*
What triggers or leads them to needing your products/services?*
How often do they look for products/services like yours?*
How do they learn about new information on the job?*
Finally, how would you give an elevator pitch to this person to sum up how your product/service helps them most?*

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