New Client Onboarding

Name
First Last
Company/Organization Name*
Phone*
Email*
Have you worked with a PR agency before?*
- Yes
- No
What prompted your decision to look for an agency?*
Be as specific and open as you can.
What is the type of agency that you think you want to hire?*
Big or small? Local or global? What kind of services do you need?
What kind of expertise or professional services do you need for your organization? Why are you outsourcing these functions?*
Public relations? Public Affairs? Branding? Marketing? Social or digital media? Search optimization? Content marketing? List as many as you care to.
What will the scope of responsibility be for your agency?*
Embedded and hands-on or just as-needed?
What is your budget? If you do not have a budget, please provide a best guess as to what your comfort level is in a monthly spend or project fee?*
If this is for a specific, one-off project, a range would be helpful; if for a monthly, ongoing relationship, a simple comfortable number for you would be helpful. If you do not provide a number, then it would be rather hard for us to scope out a proposal for you. (Think of it as if we are building a house; we need to know what to put inside the house based on your budget. If you do not offer a budget, we have to guess as to the size of your house.)
How many other agencies are you considering at the moment? Will you share their names?*
Tell us about your company, organization or government entity. What do you offer? What is unique about you? What sets you apart from your competitors?*
Any big news coming up from your company, organization, or government entity? (innovations, new products, people, etc.) In what areas do you think your company or organization is truly differentiated or GREAT, and in what areas are you weaker or the same as your competition? Who are your competitors?
What one thing above all else do you need from your new agency?*
What does success look like in a year? Or at the end of the scope of work?
What else do you expect from your agency?*
Please be as specific and detailed as you can. You can take responsiveness, talent, creativity, and discretion for granted with us.
What is the size of your company, organization, or government entity in terms of employees and annual revenue?*
Tell us a bit more about your organization - anything you think could be helpful to us as we learn about you. Do you have a dedicated marketing or communications team? If so, how many people? Who is our point of contact?
Name
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