Client Intake Form 2024 "*" indicates required fields 123456 Company InformationOfficial Brand Name* Link to Website* Key Contact Information – Main Point of ContactFirst and Last Name Email Phone numberTimezonePacific Standard Time (PST)Central Standard Time (CST)Eastern Standard Time (EST)OtherOther Timezone (Please Specify) – Communication PreferencesCommunication Preference Email Slack – Other Team Members that should be included in communications: Other Team Members that should be included in communications:First and Last NameTitleEmailPhone Add Remove Business OverviewYear FoundedAnnual RevenueBusiness Model: % of revenue from each channel currentlyChannel% of Revenue Add RemoveSpecify all relevant sales channels (direct, amazon, etc.) and input the annual sales of the channel. Ideal Business Model: % of revenue from each channelChannelIdeal % of Revenue Add RemoveDTC, Amazon, Retail, Other– Customer Information Number of Active CustomersLTV AOV CPA What platform/CMS does your website use? If Shopify, which plan are you subscribed to?BasicAdvancedPlusNot Sure Paid Media OverviewDo you use an agency or in-house? In House Agency Name of Agency? Current Monthly Spend Channels and % breakout of SpendChannelMetaPercentage breakout of Spend ChannelYouTubePercentage breakout of Spend ChannelTikTokPercentage breakout of Spend ChannelGDNPercentage breakout of Spend ChannelConnectedTVPercentage breakout of Spend ChannelOutdoorPercentage breakout of Spend Link to Social ChannelsFacebookLink Add RemoveInstagramLink Add RemoveTikTokLink Add RemoveYouTubeLink Add RemoveOtherSocial mediaLink Add Remove Product/Service InformationWhat problem are you solving for your customer? Or what is the human problem/need that the business is solving for?What is your business’s unique selling proposition OR what is your advantage/edge OR what makes you unique and motivating in people’s minds? If you sell multiple products, what is your best selling product and why?If subscription is available, share how it works CompetitorsNearest competitors Add RemoveAdditional / tangent competitors Add RemoveTarget AudienceAgeGender Location Income level Interests/Mindsets Brand Marketing InsightsDo you have Brand Guidelines? Yes No Add Brand Guidelines fileMax. file size: 50 MB.Do you have a Brand Identity? Yes No A brand identity is the fundamental strategic direction of how a company presents itself to the world. It defines the personality, the tone, the values ​​and how to express them, the target audience, what the target audience says about themselves when they become a customer, and more.Add Brand Identity fileMax. file size: 50 MB.What is the greatest challenge your brand is facing? Inspirational brands as it relates to your brand Are there particular words or phases we should refrain from using? Any claims that we cannot make about the product? What is your level of risk tolerance with creative ideas? Creative PerformanceBest performing creative – please link and share why if known Worst performing creative – please link and share why if known Biggest challenges you’ve had with creative OutcomesWhat are your goal(s) in working with Raindrop? What are your core goal(s) for this project? What are the core KPIs you will be using the evaluate performance What does success look like for you?
