New BizBotWeb Client Intake

Welcome to BizBotWeb, we are excited to work with you. This form will help lay the foundation for our marketing efforts. Please be as thorough and thoughtful as possible.

It should take 25-30 minutes to complete. If you need to pause and come back, there is an option to save your answers and resume later if you scroll to the bottom.

Name *

First

Last

Email *

Phone *

Business / Organization *

Position/Title *

Street Address *

City *

State *

Zip Code *

Site / URL *

Project Overview *

Marketing Information

Please tell us about your Top 3 Ideal Client Profiles (ICP).

Ideal Client 1 *

Best practices include specific demographics, role/title, and business situation

Ideal Client 2

Best practices include specific demographics, role/title, and business situation

Ideal Client 3

Best practices include specific demographics, role/title, and business situation

Please tell us about your 3 Unique Selling Points (USP).

Unique Selling Point 1 *

What is a distinct advantage that distinguishes your company from others in your industry?

Unique Selling Point 2

What is a distinct advantage that distinguishes your company from others in your industry?

Unique Selling Point 3

What is a distinct advantage that distinguishes your company from others in your industry?

Top 3 Competitors? *

What are your unique industry challenges? *

How do you measure your current marketing efforts? *

What are your current lead marketing needs? *

16-Point Marketing Plan

Selected other? Please specify:

What specific strategies do you use to ensure your marketing efforts directly support your business goals and align with each stage of your customer journey? *

e.g. sending a monthly newsletter to maintain brand awareness, asking for reviews or testimonials from existing customers

What areas of your current marketing plan have the most potential for growth and improvement? *

Marketing Automation

Are you currently using any marketing automation tools? If so, which workflows have you automated (e.g., lead nurturing, email follow-ups)? *

What manual tasks in your marketing process would you like to automate for efficiency? (e.g. client intake) *

Do you have a specific goal for your marketing automation (e.g., improving lead nurturing, enhancing personalization)?

SEO Questions

What does SEO success look like for your business? *

Do you have a target keyword list? *

Yes
No
Uncertain

A target keyword is a particular word or phrase that a website knows potential traffic/customers may use when utilising a search engine and seeking out the services that the particular website offers.

CRM

If you currently have a CRM, which one are you using? If you don't yet have one, please put "NA". *

How is your current sales pipeline structured? (Such as stages you track from lead generation to deal closure, roles and responsibilities in your org, etc) *

Is your sales pipeline documented clearly within your CRM? *

Yes
No
Uncertain

Do you currently have a list of contacts ready for import into the CRM? If so, how is it organized (e.g., spreadsheets, other CRM systems)?

Are your contacts segmented by categories such as leads, customers, or prospects, or would you like help organizing them before importing? *

Yes
No
Need help

Website

Do you have any recurring technical issues (e.g., page speed, mobile responsiveness, broken links) that need addressing? *

Is your website effectively converting visitors, and does the user experience meet your expectations? *

What are the primary goals you want your website to achieve (e.g., lead generation, brand awareness, e-commerce)? *

Please provide links to any forms on your website: *

Are your forms effectively collecting the information that you need? *

Yes
No
Uncertain

Email Marketing

How frequently do you send email campaigns, and what type of content do you typically include? *

This is specifically for newsletter campaigns, not cold outreach.

Are your email campaigns segmented based on customer behavior or demographics? If not, would that be beneficial to your strategy? *

Yes
No, I'd like help with it
No, but I don't need help
Uncertain

What metrics (e.g., open rates, click-through rates, conversions) are you currently tracking, and what results do you hope to achieve? *

Social Media

How often to you post to each social media platform you selected above? *

What type of content (e.g., promotional, educational, interactive, personal) do you personally like to engage with on social media? *

How do you currently measure engagement and success on social media, and what would you like to improve? *

Final Questions

How Did You First Hear About Us? *

Referred By:

Custom Captcha *

=

Save and Resume Later