[Company Name]

Business Profile
Date Updated
S:\TIPPING POINT COMMUNICATIONS\FRONT OF HOUSE\Client On & Offboarding\New Client Forms

1. COMPANY PROFILE
One sentence about who they are. Example: “Vera House, Inc. is a non-profit domestic and sexual
violence agency that works to create a world free of violence and abuse.”

2. COMPANY CULTURE
a) Mission: Click or tap here to enter text.
b) Vision: Click or tap here to enter text.
c) Values: Click or tap here to enter text.
d) History: Click or tap here to enter text.

3. OBJECTIVES/KPIs
What are their primary and secondary business and marketing objectives?

4. TARGET/INSIGHTS/REACH
Who are their primary and secondary target demographics? What geographic markets do they target?
Who are their main competitors?

5. PRODUCTS & SERVICES

What products or services do they offer? Describe each in one sentence. What is their pricing for their
services?

6. ONLINE
Quick sentence about what all is included on the website. Example: “The Vera House website
(https://www.verahouse.org/) includes their services, work done with and by survivors, prevention and
education resources, volunteer and donation information, company history, employment opportunities,
as well as an option to live chat.”
a) Website:
b) Social Media:
1.Instagram: Click or tap here to enter text.
2.Twitter: Click or tap here to enter text.
3.Facebook: Click or tap here to enter text.
4.LinkedIn: Click or tap here to enter text.
5.YouTube: Click or tap here to enter text.
7. BUSINESS & FINANCIAL HIGHLIGHTS
For current accounts:

a) What is client’s AGI?

b) What is their current subscription level?
c) What services are we currently providing them with?
For new leads:

*Include financial insights that may be important to know

a) What is their marketing budget?

8. MARKETING
What are their branding dos and don’ts?

a) Dos:
b) Don’ts:

Paste examples of previous graphics and campaign assets in the table, drop links in the text box.

9. NEW PRODUCTS & NEWS

What are recent stories done on them? Include the date and the headline.

10. KEY EXECUTIVES

a) Executive Director:
b) Deputy Director:
c) Associate Director:
d) Director of Marketing and Communications:
e) Board of Directors:
1.President:
2.Vice President:
3.Treasurer:
4.Secretary:

11. LOCATIONS
a) Address:
 b) Phone:

12. CONTACTS & PREFERNCES

a) Primary contact:
b) Secondary contact:
c) Other Profiles & Contact Information:
d) Dos and don’ts of contacting this client:
e) What form of communication do they prefer?/ Anything else to know?