Client Needs Assessment and Discovery Assessment Form Agency Name/ Account Executive Client Information Contact Name Contact Email Contact Phone Business Name Business Address City State/Prov Zip Business Category Business Website Campaign Details Start Date End Date *What is the click-through destination of the campaign? (This should be URL) *What does your client want their online ad campaign to accomplish? Check all that apply. Promote their business Promote a specific sales event (Holiday, Clearance Special, etc.) To promote a specific product or service Other If other, provide details *Should Video ads (pre-roll and post-roll) be included in the proposal? Yes No Platforms Facebook/Instagram Tiktok LinkedIn Programmatic/Display Native Ad Google Ad CTV/OTT Target Audience What percent of the target audience should be male? What percent of the target audience should be female? Age Below 18 18-24 25-34 35-44 45-54 55-64 65+ Household Income Below 20K 20k - 29k 30k - 39k 40k - 49k 50k - 59k 60k - 74k 75k - 99k 100k - 124k 125k - 149k Above 150k Target Audience Lifestyle and Behaviour What common traits do your client’s customers share? Are they students, home owners, parents, car shoppers, hikers, etc.? What are the interests and hobbies of your client’s customers? Describe the characteristics of your client’s customers so we can better target their audience and better optimize their campaign’s performance. *Target Audience Location: Where do your client’s customers live and work? Where are their potential customers located? What geographical area does your client want to target for their online ad campaign? Please provide zip codes/postal codes and city/town names with the radius you want to target (in miles or kilometers). If you’re targeting a city or a town, list the state or province the city or town is located in. Zip Codes/Postal Codes to target: City or town/s to target: How far around the areas specified should the ad be displayed (in miles/kms)? Budget What is the monthly budget for the online advertising campaign? Monthly Budget For Facebook/Instagram Tiktok LinkedIn Programmatic/Display Native Ad Google Ad CTV/OTT Can we recommend a campaign budget for your client based on the criteria submitted on this form? Yes No What is the average dollar amount of your client’s typical sale? Please provide your best estimate: Current Marketing Find out more about your client’s current marketing efforts. Knowing this information will help to better position their ad campaign alongside their current promotion strategies. What, if any, web analytics tools is your client using now? (e.g. Google Analytics, Hubspot etc.) Are any of the following marketing tactics being used by your client now? Check all that apply. Email campaigns Print ads in newspapers or magazines Printed flyers Pay-per-click search campaigns Cable or broadcast TV advertising Text message advertising Social media posting Advertising on Social Media Contests and coupons Online display advertising Other None if Other: Is there anything else you’d like us to know about your client’s business as we build their proposal? Follow-up meeting scheduled: Yes No Date of presentation review? Submit the order form
