Questionnaire for Credentials please complete this form Step 1 of 7 14% New Client Intake FormExpect to spend 20-30 minutes completing this form in detail. If at any point you want to save and come back to this form, you can do so by clicking Save and Continue Later.Your OrganizationName of Organization Type of Organization Law Firm / Law Firm Network Consultant / Marketing Agency Who is your primary client?Check all that apply. Other Businesses Consumers / Individuals Nonprofits Organization DetailsBusiness AddressPlease only fill this out if this is different from your billing information. Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Your Website Blog URL (if applicable) Do you current track website analytics?Website analytics can be tracked with Google Analytics, KISSMetrics, HubSpot, etc. Yes No I don't know. Marketing AssetsThis information helps us develop a comprehensive understanding of your current marketing materials, platforms, and resources. This framework helps us to specifically identify your marketing strengths and weaknesses, and develop a marketing strategy tailored to meet your needs.Please provide how you intend to provide access to your marketing collateral and materials. Send me a file transfer request. I'll upload files here. I'll attach a link here to my Dropbox, Box, or Google Drive account. Existing Marketing MaterialsUpload any existing marketing materials here. Example: print materials, brochures, mailers, magazine ads, opinion editorials, white papers, business cards, etc. Drop files here or Select files Max. file size: 512 MB. Link to Existing Marketing MaterialsPaste in the Dropbox or Google Drive links to all marketing materials. Example: print materials, brochures, mailers, magazine ads, opinion editorials, white papers, business cards, etc. Note: If you need us to send you a file transfer request, please check the next box. Your LogoPlease upload a copy of your logo in every format you have here. Drop files here or Select files Max. file size: 512 MB. Credentials RequestI will be providing credentials for the following today: Social Media Accounts Email Marketing Accounts Website Other I don't have this information to share today. Which social media accounts will you be providing access to today? Select All LinkedIn Facebook Twitter Instagram YouTube TikTok Email MarketingWhich platform are you using for email marketing? Active Campaign AWeber Campaign Monitor Constant Contact ConvertKit Drip Get Response Hubspot Mail Chimp Mailerlite Hubspot Vuture Introhive Login URL (https://domain.activehosted.com or https://www.constantcontact.com) Login Password Website InformationWho manages your website? I manage my website myself I use an outside company to manage my website. I have an in-house IT person managing my website. Company Name Website Administrator First Last Website Administrator PhoneWebsite Administrator Email Would you like to provide login credentials for your website today? Yes No Website Management, Part 2What is your content management system? Wordpress Squarespace Wix Kajabi Joomla Website Login URL Login Password LinkedInLinkedIn Company Page URL To access our step-by-step guide click here: New Client On-Boarding: Add By Aries team as Content Admins to Company PageLinkedIn Company Page Access I have provided By Aries' team with LinkedIn Company Page access.FacebookFacebook Company Page URL I have a Meta Business Manager account Yes No I don't know what this is. To access our step-by-step guide click here:New Client On-Boarding: Adding By Aries to Facebook Business ManagerTo access our step-by-step guide click here: Add By Aries Team to Facebook Business TwitterTwitter URL Login Password InstagramInstagram URL I will provide access via: Meta Business Manager Login & Password Login Password YouTubeYouTube URL I will give By Aries access to my YouTube channel via: Channel Manager Permissions Login & Password To access our step-by-step guide click here: CLT: How to Add By Aries to Your YouTube ChannelLogin Password TikTokTikTok URL Login Password To access our step-by-step guide click here: CLT: How to Add By Aries to Your TikTok Business CenterOtherPlease provide additional other platforms you will be providing credentials for here. Marketing PlanDo you currently have a marketing plan for your organization?* Yes No Please upload your Marketing Plan Drop files here or Select files Max. file size: 512 MB. Last step!Is there anything else you want us to know?
