BME New Client Introduction Form

Full Name(Required)

First Last

Your business address:(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Your best email address:(Required)

Your best contact phone number:(Required)

Company name:(Required)

Company website:

Social media link(s):

Which social media platform are you most active on?(Required)

Please provide your branding guidelines below. If you don’t have specific color schemes or references, please provide colors that you like that would allow us to work with you to create a style guide. Additionally, you can provide links to websites or color schemes that you like:(Required)

Please provide any other relevant links to your assets here, or any other links here to help us understand your brand. You may provide example content from external sources that serve as a source of inspiration for your brand here too:

If you know your HEX or CMYK codes, provide them here:

Please upload any logo files you have here (OPTIONAL):

Max. file size: 45 MB.

Please upload any additional photos, images or written content here that we should use or reference (OPTIONAL):

Max. file size: 45 MB.

Are there any legal restrictions or requirements we should be aware of regarding your business?(Required)

What communication channel are you most responsive on?(Required)

How quickly should we expect a response from you on your chosen channel?

In one sentence, who are you (your company)?(Required)

In one sentence, what do you (your company) do?(Required)

Do you have a current written mission statement you can share with us?(Required)

Do you have guiding principles or core values that you can share with us?(Required)

In one sentence, what is your company’s purpose or mission and who do you (your company) work with?(Required)

If your brand were a person, what would it be like?(Required)

If your brand were a person, what personality traits would your brand have?(Required)

What person can you think of who your brand shares the most personality traits with?(Required)

What are the top three words you would use to describe your brand values and your brand’s personality?(Required)

What are the top three words you would use to describe what your brand values and your brand’s personality are NOT?(Required)

Is there anything that you dislike, or that you want us to stay away from entirely in your marketing, that we should be aware of?(Required)

Do you have any taglines we should include in any of your content?(Required)

What day(s) and time(s) of day(s) are ideal for project status calls and other meetings we will need to schedule with you?(Required)

Nearly all of our meetings are held over video conferencing software. We generally use Google Meets for all meetings. We record these meetings, as well as communication we have with you, in order to provide the best possible client experience. These communications are completely confidential. Do you agree to this?(Required)

What budget feels comfortable to you, investment-wise, per month for your marketing and technology needs?(Required)

On a scale of 1-10, how confident and proficient are you in using different technology platforms? (E.g. Google Docs, Project Management Software, Social Media, Email Marketing Tools, etc.)(Required)

Please enter a number from 1 to 10.

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Is this business a new startup?

How many years have you been in business?(Required)

In a few words, please explain your primary goals right now as it relates to your consulting, technology and marketing needs:(Required)

How many full-time team members work in your company (including yourself)?(Required)

How many part-time team members work in your company?(Required)

Is this a side business that supplements your income, or is it your full focus?(Required)

How many current active clients do you have right now?(Required)

What is your estimated cost per acquisition to get a new client (your marketing and sales costs associated with acquiring new customers divided by the number of customers you have successfully acquired)?

What is your existing follow-up process for new leads?(Required)

What is the average revenue per client per month (divide your monthly recurring revenue [MRR] by the total number of active clients over the course of a particular month)?

How long does a client stay with your business, on average?(Required)

What is the lifetime value of your clients? (Revenue per month X # of months that they have stayed with their service.)(Required)

Do you currently use email marketing for your clients?(Required)

How many clients do you have on your existing email list, if you have one?

How many clients can we contact if we need to interview them for market research purposes?

If we need them, how many client testimonials can you get to us within 30 days or less? These are very helpful for marketing purposes.

What is the largest deal you’ve ever sold to a client, in dollars?(Required)

Please explain what you sold:(Required)

Who do you ideally want to work for or sell to?

What is the outcome your ideal client would receive after working with your business or receiving your products or services?(Required)

In one sentence, what is your perfect client’s current situation or story before they start working with you?(Required)

What age ranges do you serve?(Required)

What gender(s) do you serve?(Required)

What location(s) do you serve geographically?(Required)

What geographic areas do you ideally want to target? (I.e. specific city, area, country, international, etc.)(Required)

What niches and/or industries do you serve?(Required)

What other demographics do you currently serve? (E.g. religion, education, income, family segmentation, etc.)(Required)

What likes and dislikes does your perfect client have?(Required)

What pain points or bottlenecks does your perfect client face?(Required)

Is there anything else you’d like to share with us about your ideal client?(Required)

How conservative or how brave do you want to be in your brand?(Required)

Imagine that it’s one year from today, and we have been working closely together throughout the entire year. What would make the year a huge success in your eyes?(Required)

Is there anything else you’d like to share with us so we can serve you at the highest level?(Required)

I have provided the most accurate information possible in order to help the BME team successfully support me.(Required)