New Client Onboarding Form

Section 1: Client Infrmation

Business Name: *

Contact Person *

Phone *

Email *

Section 2: Brand Overview

Brand History:

Mission Statement:

Unique Selling Proposition

Target Audience:

Section 3: Brand Identity

Logo

Typography

Color Palette:

Section 4: Brand Objectives

Short-term Goals:

Long-term Vision:

Key Performance Indicators (KPIs)

Section 5: Existing Brand Assets

Website

Social Media Platforms

Instagram
Facebook Page
Youtube
Tiktok
Linkedin

Marketing Materials( any existing brochures, flyers or ads)

Marketing Materials Link

Section 6: Competitor Analysis

Main Competitors:

Competitive Landscape:

Section 7: Brand Challenges

Current Pain Points:

Areas for Improvement:

Section 8: Project Scope and Timeline

Project Objectives:

Desired Timeline:

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