BY ARIES - Client On-Boarding

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  • New Client Intake Form

    This marketing inventory covers information related to your company, your existing web presence and marketing assets, and your competition.

    Expect 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 Organization

  • Organization Details

  • Website analytics can be tracked with Google Analytics, KISSMetrics, HubSpot, etc.

  • Primary Contact Information

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  • Billing Contact

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  • Marketing Assets

    This 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.
  • Marketing Database: A spreadsheet of contact information (name, email, company name, website) for people who have expressed some interest in your company at some point in the past.
  • Paste 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.
  • Upload any existing marketing materials here. Example: print materials, brochures, mailers, magazine ads, opinion editorials, white papers, business cards, etc.
    Drop files here or
    Max. file size: 512 MB.
    • Please upload a copy of your logo in every format you have here.
      Drop files here or
      Max. file size: 512 MB.

      • Credentials Request

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      • Email Marketing

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      • Website Information

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      • Website Management, Part 2

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      • LinkedIn

      • Facebook

      • Twitter

      • Instagram

      • YouTube

      • Pinterest

      • Other

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      • Marketing Plan

      • Drop files here or
        Max. file size: 512 MB.
        • Please list any and all upcoming events, presentations, campaigns, or marketing-related activities you anticipate participating in within the next 6-12 months which are not captured on your marketing plan. Note: If you do not have a marketing plan to share, please take some time to fill in dates and as much detail as possible here.
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        • Lead Identification

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        • Your Competitors

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        • Your Clients

          To create great marketing, you need to add value through education to your audience.

          The first step in this process is to understand your audience and your buyers.

          Buyer personas are simply a fictional representation of your typical buyers. Use the three fields below to share who your typical buyers are by job title and some details on their day to day lives. This will serve as a starting point to the full persona development process.

        • Example: Corporate Counsel
        • What does their day to day job look like? — What type of education or certifications do they hold? — Who do they answer to? — What keeps them up at night?
        • Example: Corporate Counsel
        • What does their day to day job look like? — What type of education or certifications do they hold? — Who do they answer to? — What keeps them up at night?
        • Example: Corporate Counsel
        • What does their day to day job look like? — What type of education or certifications do they hold? — Who do they answer to? — What keeps them up at night?
        • Example: Corporate Counsel
        • What does their day to day job look like? — What type of education or certifications do they hold? — Who do they answer to? — What keeps them up at night?
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        • Is there anything else you want us to know?
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