Client Qualification Doc

Name

Title

Company Name

Company Location

Industry

Website URL

Information found online (news, company

updates, new hires, acquisitions, new partnerships,
etc.)

Facebook/Instagram Ads SEO Services Google/Youtube Ads

Landing Pages Local SEO Funnel

Social Media Management Digital PR A La Carte Service(s)

➢ Please provide a brief overview of the business and what they do:

Client's Current Goals

- Goal for the year, goal for next year and goal for next 5 year.

The information contained in these documents is confidential, privileged and only for the information of the intended recipient and
may not be used, published or redistributed without the prior consent of DataVinci.
 - What activities are you looking to focus on to reach these objectives?

- How much revenue do these activities contribute to?

Client's Current Marketing Tactics

- What is their current marketing strategy?

- What have they done in the past for marketing? What worked? What did not work?

- What are some of the challenges they’ve faced in their marketing efforts?

- Have they ever worked with an agency partner? Were there any challenges?

Client Goals & Expectations

- What are they looking to achieve from marketing? What are their goals?

- What are they looking to invest in marketing (budget)?

Competitors (if applicable)

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Notes from call:

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The information contained in these documents is confidential, privileged and only for the information of the intended recipient and
may not be used, published or redistributed without the prior consent of DataVinci.
The information contained in these documents is confidential, privileged and only for the information of the intended recipient and
may not be used, published or redistributed without the prior consent of DataVinci.