New Client Onboarding | M&R Marketing

Your Information

Please provide your contact information below.

Company Name

Please provide the name of the company as you would like used in your marketing.

Name

First Last

Title

Phone

Points of Contact

Other Points of Contact

Please select the areas where you are not the primary point of contact.

Billing & Finance

Primary Decision Maker

Marketing & Strategy Approval

Design & Creative Approval

Billing & Finance Information

Please provide the contact information for billing and finance.

Name

First Last

Title

Phone

Primary Decision Maker Information

Please provide the contact information for the primary decision maker.

Name

First Last

Title

Phone

Marketing & Strategy Approval Information

Please provide the contact information for the primary on marketing and strategy approvals.

Name

First Last

Title

Phone

Design & Creative Approval Information

Please provide the contact information for the primary on design and creative approvals.

Name

First Last

Title

Phone

Brand Overview

Current Brand Style Guide

Do you currently have a brand style guide?

Link to Style Guide

Please provide a link to your current brand style guide if available.

Upload Style Guide

Please upload your current brand style guide if available.

Max. file size: 50 MB.

Audience

Please provide the following details as best you can for your target audience.

Geographic Target/s

Please provide a detailed description of the geographic area/s your brand targets (national, regional, states, cities, DMAs). You can add targets using the "+" button on the right of each row.

Age

Please select all that apply.

Unknown

0 - 18 years

19 - 25 years

26 - 35 years

36 - 45 years

46 - 55 years

56 - 65 years

66+ years

Avg. House Hold Income

Please select all that apply.

Unknown

$0 - $50,000

$50,001 - $100,000

$100,001 - $250,000

$250,001 - $500,000

$500,001 - $750,000

$750,001 - $1,000,000

$1,000,001 +

Education

Please select all that apply.

Unknown

Highschool Graduate

Bachelors Degree

Masters Degree

Doctorate

Marital Status

Please select all that apply.

Unknown

Single

Married

Family Status

Please select all that apply.

Unknown

Children

No Children

Hobbies

Please list hobbies that your target audience is likely to enjoy.

Shopping

Please list stores or websites that your target audience is likely to shop.

Music

Please list music genres that your target audience is likely to listen to.

Movies & Shows

Please list movies/shows that your target audience is likely to watch.

Vehicles

Please list vehicles that your target audience is likely to own.

Charity & Support

Please list organizations that your target audience is likely to support.

Vacation Spots

Please list vacation spots that your target audience is likely to visit regularly.

Brand Messaging

Please provide the following items for your brand messaging. Complete only those items that you currently use.

Brand Messaging Options

Please select all the brand messaging items you currently have.

Mission Statement

Vision Statement

Tagline/s

Value Propositions

Elevator Pitch

Brand Voice

None of the Above

Mission Statement

Please insert your mission statement below or provide a link to the page on your website where this can be found.

Vision Statement

Please insert your vision statement below or provide a link to the page on your website where this can be found.

Taglines

Please insert your active taglines. You can add taglines using the "+" button on the right of each row.

Value Propositions

Please insert your value propositions. You can add value propositions using the "+" button on the right of each row.

Elevator Pitch

Please insert your 30 second elevator pitch below.

Brand Voice

Please insert 2-3 paragraphs detailing your brand voice.

Visual Identity

Please provide the following items for your brand. Complete only those items that you currently use.

Visual Identity Options

Please select all the visual identity items below that you currently have.

Logo

Visual Assets

Fonts

Color Palette

None of the Above

Logo Files

Please place all your logo files in a single zip file and then upload here.

Max. file size: 50 MB.

Visual Assets

Please place additional graphics into a single zip file and upload here.

Max. file size: 50 MB.

Font Files

Please place your fonts into a single zip file and upload here.

Max. file size: 50 MB.

Color Palette List

Please provide each of your brand colors. You can add rows using the "+" button on the right of each row.

Color Name

Pantone #

CMYK

RGB

Photography

What type of photography does your brand prefer to use? Please select all that apply.

Our own photography

Stock photography

Stock Photography

Please describe the type of stock photography your brand prefers to use.

Service/Product Information

Top Services/Products

Please list in order of priority your top 5-10 services or products. Also, include the annual value of a sale within each service/product. You can add rows using the "+" button on the right of each row.

Service/Product Name

Annual Revenue Value Per Sale