Free Client Needs Assessment Advertising Form

I. Client Information
Field | Information |
Company Name: | [Your Partner Company Name / Second Party] |
Contact Person: | [Name of Contact Person] |
Position: | [Content Person’s Position] |
Contact Email: | [Content Person’s Email] |
Contact Phone: | [Content Person’s Phone Number] |
Address: | [Your Partner Company Name / Second Party Address] |
Industry: | Technology |
II. Business Goals and Objectives
A. Short-Term Goals (Next 6-12 Months):
Increase online sales by [0]%.
Launch a new product successfully.
B. Long-Term Goals (Beyond 12 Months):
Expand market share by [0]%.
Enhance brand awareness in new demographics.
III. Target Audience
Field | Information |
Demographics: | Age: [0-0], Tech-savvy professionals |
Interests: | Innovation, Sustainability |
Buying Behavior: | Online research, comparison shopping |
Geographic Location: | United States, urban areas |
IV. Competitor Analysis
A. Main Competitors:
[Competitor A]
[Competitor B]
B. Competitive Advantage:
1. In what areas does your brand excel compared to competitors?
Cutting-edge technology
Exceptional customer support
What challenges or weaknesses have your competitors faced?
Limited product innovation
Inconsistent customer service
V. Advertising Budget
Field | Information |
Total Budget for Campaign: | $[0] |
Preferred Allocation (%): | Online [0]% |
VI. Preferred Advertising Channels
Channel | Preferred (Yes/No) | Comments |
Social Media | Yes | Active on LinkedIn and Twitter. |
Online (Website, Blog) | ||
Print (Magazines, etc.) | ||
Television/Radio | ||
Outdoor/Billboards | ||
Other (Specify) |
VII. Brand Guidelines
A. Brand Messaging:
"Innovation for a Connected Future."
B. Visual Identity:
Logo: [Attach Logo]
Colors: Blue and Green
Fonts: Sans-serif
Imagery: Modern and Futuristic
VIII. Previous Advertising Efforts
Field | Information |
Previous Campaigns: | [Campaign 1], [Campaign 2] |
Successes: | Increased website traffic by [0]%. |
Challenges/Lessons Learned: | Limited engagement on traditional media. |
IX. Timeline
A. Start Date: [Month Day, Year]
B. End Date: [Month Day, Year]
C. Key Milestones/Deadlines:
Campaign Planning: [Date Range]
Launch: [Month Day, Year]
Mid-Campaign Review: [Month Day, Year]
Final Report: [Month Day, Year]
X. Measurement and Metrics
A. Key Performance Indicators (KPIs):
Website Traffic
Conversion Rates
Social Media Engagement
B. Success Criteria:
Achieve [0]% increase in online sales.
Positive feedback on social media platforms.
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Introducing Template.net's Client Needs Assessment Advertising Form Template. This editable and customizable tool, powered by our Ai Editor Tool, simplifies the process of understanding client requirements. Gather vital information effortlessly to tailor advertising strategies effectively. Elevate your client interactions with Template.net's innovative solutions.