Client Intake Form V2"*" indicates required fields123456Company InformationOfficial Brand Name*Link to Website*Key Contact Information– Main Point of ContactFirst and Last NameEmail Phone numberTimezonePacific Standard Time (PST)Mountain Standard Time (MST)Central Standard Time (CST)Eastern Standard Time (EST)OtherOther Timezone (Please Specify)– Communication PreferencesCommunication Preference Email Slack– Billing / Finance Contact:Billing/Finance ContactFirst and Last NameTitleEmailPhone Add Remove– Other Team Members that should be included in communications:Other Team Members that should be included in communications:First and Last NameTitleEmailPhone Add RemoveBusiness 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, OtherHow are your Budgets Set? Annually Quarterly MonthlyWhen does your Fiscal Year begin? (Month)– Customer InformationNumber of Active CustomersLTVAOVCPAWhat platform/CMS does your website use?If Shopify, which plan are you subscribed to?BasicAdvancedPlusNot SurePaid Media OverviewDo you use an agency or in-house? In House AgencyName of Agency?Current Monthly SpendChannels and % breakout of SpendChannelMetaPercentage breakout of SpendChannelYouTubePercentage breakout of SpendChannelTikTokPercentage breakout of SpendChannelGDNPercentage breakout of SpendChannelConnectedTVPercentage breakout of SpendChannelOutdoorPercentage breakout of SpendLink to Social ChannelsFacebookLink Add RemoveInstagramLink Add RemoveTikTokLink Add RemoveYouTubeLink Add RemoveOtherSocial mediaLink Add RemoveProduct/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 worksCompetitorsNearest competitors Add RemoveAdditional / tangent competitors Add RemoveTarget AudienceAgeGenderLocationIncome levelInterests/MindsetsBrand Marketing InsightsDo you have Brand Guidelines? Yes NoAdd Brand Guidelines fileMax. file size: 50 MB.Do you have a Brand Identity? Yes NoA 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 brandAre 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 knownWorst performing creative – please link and share why if knownBiggest challenges you’ve had with creativeOutcomesWhat 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 performanceWhat does success look like for you?
