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  • 719-623-7678
  • 6547 N Academy Blvd #490, Colorado Springs, CO 80918
  • New Client
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  • SEO
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  • New Client
  • Website
  • Paid Search
  • SEO
  • Social Media
  • Branding
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New Client Onboarding Form

We’d love to learn more about your business so we can hit the ground running. If any part of this questionnaire feels unclear or doesn’t apply to you, feel free to skip it - or reach out with questions. Our goal is to make this process as smooth and helpful as possible. The more insight you share, the better we can support you!

This field is for validation purposes and should be left unchanged.

Public Company Info

General public email such as info@ or sales@

Contact Info

If different from above.
If different from above.
For things such as website access, domain access or Google Analytics.

Additional Contacts

Previous Marketing Agency
Was there a previous agency that developed any logo, graphics, videos or managed your website or digital advertising?
Please list any information for your previous agency contact such as Name, Email and Phone.
Current Marketing Vendors
Will you stay with any current marketing vendors for any other marketing services outside of the work from Frostbyte Creatives?
Please list any current marketing vendors, their services and contact information for us to coordinate our campaigns.
In-House Marketing
Are you currently performing any marketing in-house?
Please list all services that will remain in-house and the contact information for us to coordinate our campaigns.

Company Info

Please provide your company mission statement.
The year and month you started your business.
Sales Leads
Does your company currently track leads and sales from leads in some CRM or on a spreadsheet with dates?
Do you know how many leads are from your website? Can you describe your process? CRM or Excel?
Marketing Budget
Does your company currently have a monthly or annual marketing budget established?
How is it tracked? Online or in Excel? If necessary for our partnership, can you share it with Frostbyte Creatives?
Email Database Collection
Do you currently keep an email database of past customers and / or leads?
Can you describe your software, current system and number of active contacts?

Marketing Info

List any major cities or states. It can also be a radius around your business.
Please describe in detail the services and/or products you offer.
Please describe your client avatar or ideal / target customer or audience. (Example: How old are they? What are might they live in locally or nationally? Retired? Married? Mother? Home-Owner?)
Examples: For a lawn care service, you could put "overgrown yard".
What is your company's unique selling proposition? What differentiates you from your competitors? What do you offer that they do not, and what do you do better than others in your industry? Why would your customer select you over a competitor? Why do they stay with you?
Key Dates
Do you have any key dates or deadlines that we should consider? (Anniversary, events, major marketing initiatives)
Please list any key dates. (Anniversary, events, major marketing initiatives)
Seasonality Trends
Are there seasonal "trends" or industry cycles we should keep in mind?
Please describe your seasonal business trends.
Please list your top 2-3 direct competitors in order of importance.
Please write down a brief history of your business.
How are your current online reviews? Please break down between Google, Facebook and Yelp.
What type of experience and/or atmosphere are you trying to create for your customers? Example: superior service or a friendly and casual atmosphere.
Any certifications, no matter how small.

Brand Info

Example: formal and professional, educational and teaching or natural and informal?
This describes this such as your website, print material or any visual elements. Example: professional, clean, white-space or casual
Please provide both PMS and RGB if available for colors. Please provide whether your fonts are Google, Adobe or unknown.
Please upload your company logo, preferably in a vector format such as .AI or .EPS at the highest resolution available. Available file types: ai, eps, jpg, png, pdf. If you are unable to upload your logo right now please email it later to [email protected].
Accepted file types: ai, eps, jpg, png, pdf, Max. file size: 128 MB.
Do you currently have a company style guide for reference? If you are unable to upload your logo right now please email it later to [email protected].
Accepted file types: ai, eps, jpg, png, pdf, Max. file size: 128 MB.
Current Samples
Do you have brand messaging guidelines, voice/tone docs, current marketing materials or past content you'd like us to review?
Please upload any current samples. If you are unable to upload any right now please email them later to [email protected].
Accepted file types: ai, eps, jpg, png, pdf, Max. file size: 128 MB.

Co-Op

Co-Op Reimbursements
Does your company currently get any Co-Op marketing reimbursements that we need to be aware of branding guidelines?
Please describe any existing brand co-op guidelines below.

Thank you for taking the time to complete all these questions. We look forward to our partnership!
Please print your name and title when submitting this form.

Frostbyte Creatives is a digital marketing agency specializing in tailored SEO strategies, creative web design, and strategic digital solutions. We elevate brands with precision, creativity, and measurable results.

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  • 719-623-7678
  • [email protected]
  • 6547 N Academy Blvd #490, Colorado Springs, CO 80918

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