Onboarding Form

First, some housekeeping:

Let's talk about competitive intelligence.

Let's talk about your company

Now buyer personas:

Now let's discuss your current marketing situation:

Agency Success Insights:

We want to work with you in a way that works best for you. Please take a moment to let us know your preferences in each area. 

We're almost done! Let's talk expectations:

Most of our initial work will be foundational, meaning we’re laying the groundwork for success. However, we can promise results in the first 90 days. In your own words, what will success look like to you?

Sales Demo

As part of our onboarding process, we need to truly understand how your product is presented to potential customers. If applicable, we would like to set up a demo with one of your SDRs. We like to hear from those on the front line to figure out common objections, roadblocks, competitors, etc.  

Content Review

Please list the individual(s) who will be responsible for approving or editing content in our organization. 

Billing

Your invoice will be sent on or about the first of each month. Your first invoice may be prorated based on your start date. We can send the invoice monthly to multiple individuals or email groups. Please email invoices@redbranchmedia.com to add additional recipients. 

Stakeholders

We always get your approval first before publishing, building, posting, etc. Please list the stakeholder(s) from whom we can get that approval. Please list the final approver first in this list.