What's your agency name?
In the following questions, you can describe the
clients that we will be working with.
Already have all client information organized? Send us the details using a link below and we will have a look before we kick off!
Tell us about your client: who are they, what do they do, what we need to know?
What is your current relationship like with this client?
How did you recruit this client?
At what level does your client understand digital marketing?
0 = clueless / 5 = has run ads themselves and made profit
0
1
2
3
4
5
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Tell us about the scope of your project(s) - what are you doing for this client?
Have you worked with this client before on a previous project?
Has your client worked with a digital marketing agency before?
How can we best communicate with you, as the agency, about the needs of this client?
We want to make passing over your new client easy. Do you know anything special that would benefit relationship building?
Have we covered everything? If not, tell us what else we should know.
Do you have additional clients we'll be managing?
Yes / No
Yes
No
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