Onboarding - DCE Clarity

AEC Brand & Business Builder
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AEC Brand & Business Builder
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Client Onboarding

General Information
Company Name
Physical Address (for public use)
Street Address City State ZIP Code
Mailing Address (for public use)
Street Address Address Line 2 City State ZIP Code
Website
General Email (for public use)
LinkedIn Company Page URL
Facebook Page URL
Twitter Profile URL
Instagram Profile URL
Google Business Profile URL
YouTube Channel URL
Additional Contacts for this Account / project
Name Phone Email
Human Resources Contact
Name Phone Email
Accounts Payable Contact
Name Phone Email
Company Tagline / Slogan
Mission / Vision Statement
Accreditations - Add Professional Affiliations, Memberships, Licenses, Certifications, Awards or Other Organizations
Community Support - Do you support any Community Initiative, Non-Profit or Cause?
Upload Files - Please send us all available versions of your logo and all available examples of your existing marketing materials (business cards, brochures, sample proposals, SoQ, etc.)
Drop files here or

Max. file size: 64 MB.

Website Development
Which of the following describe your website objective(s)?
- Take our startup to the next level
- Demonstrate Industry Leadership
- Communicate our Values
- Showcase our projects
- Create a Subscriber Database
- Careers / Recruiting Page
- Promote Team Culture
- Recruit New Talent
- Integration with Other Tools
- Encourage Online Inquiries
- Other(s)
Other Objective:
Have you registered your domain name?
- Yes
- No
Desired domain name:
Please list some of your Inspiration Websites:
What do you like / dislike about each Inspiration website listed?
Please list some relevant Competitor Websites:
What do you like / dislike about each Competitor website listed?
Do you want to feature client proof on your website? If so, how?
- Testimonials (Written)
- Testimonials (Video)
- Client Logos
- Other
- No / This does not apply to my website
List all Services (Capabilities) to be featured on the website:
List all Client Markets (Industries) to be featured on the website:
List all Product Categories to be featured on the website:
List all Brands to be featured on the website:

Brand Development
Which best describes your Branding Project?
Will you be changing the name of your existing company?
- Yes
- No
Have you chosen your new name?
- Yes
- No
What is the name you have chosen?
Do you need us to provide assistance with naming (consulting)?
- Yes
- No
Do you need our help with any of the following?
- Creating Tagline or Slogan
- Developing your Company Boilerplate
- Creating Mission or Vision Statement
- Defining/Editing your Core Service(s)
- Defining/Editing your Niche Market(s)
- No, I don't need any of the above
- Other
Other
Brand Values: Please choose 3 - 5 values that best describe, embody or connect to your desired brand?
Which one is the most important value?
Key Differentiators: What makes your brand/company different?
What are the biggest challenges the brand is facing right now?
Why do you feel you need to rebrand? How do you think it would help?
Currently, who are your target clients? Who are your most important clients right now?
Who are your aspirational target clients/projects?
Which of the following goals are important to you?
- Looking like a high-end firm
- Showcasing my company's history
- Looking better / more professional than my competitors
- Looking like a bigger / more experienced company
- I want my logo to be easily recognized in uniforms, billboards, trucks and more
- None of these are important to me
What are your short-term brand goals?
What are your long-term brand goals?
Can you mention some great brand concepts you've already seen and like (in or out of your industry)? What do like / dislike about each of them?
How do you want your new logo to look and feel?
- Classic / Antique
- Minimalist / Simple
- Intricate
- Modern
- Strong / Powerful
- Calm / Relaxed
- Geometric
- Urban
- Playful
- Professional
- Layered
- Hi-Tech
- Organic
- Luxurious
- Other
Do you have any color preference?
Do you have any icon / image preference?
Do you have any font preference?
Are there any colors, images, icons or fonts that you DO NOT want to see in your branding?
Do you have a preference for logo style?
- Letter Mark Logo (initials or monograms)
- Word Mark logo (text only)
- Brand Mark logo (real life object or abstract shape)
- Combination Logo (object/shape + text)
- Emblem Logo (text inside of a shape)
- Mascot Logo (illustrated character)
Is there anything else you’d like to add regarding your Branding?

Digital Marketing
Does your company currently have any Digital Marketing efforts in place?
- Yes
- No
Who manages your Digital Marketing campaigns?
- Myself / Company Employees (Internal)
- Contractors / Agency (External)
Which of the following channels are you currently using?
- Social Media
- B2B Email Marketing
- Dynamic Email Signature
- Employee Email Communications
- Blog / Content Creation
- SEO
- Digital Advertising
- Other
Please list your current profiles, software, and other tools:
Who runs your Marketing Efforts?
- Myself / Company Employees (Internal)
- Contractors / Agency (External)
Do you have access to your Marketing Channels and Profiles?
- Yes
- No
Please describe the level of involvement of the individuals responsible for your digital marketing:
What are the current needs, challenges and goals for your digital marketing?
Which digital marketing services are you interested in?
- Social Media
- B2B Email Marketing
- Dynamic Email Signature
- Employee Email Communications
- Blog / Content Creation
- SEO
- Digital Advertising
- Other
Which of the following are your Digital Marketing goals?
- Increase brand awareness
- Grow professional network online
- Lead Generation
- Increase website traffic
- Owning and organizing my client data
- Grow email list
- Create Social Proof on Social Media
- Build a better reputation online
- Increase organic web searches
- Create or improve our employee newsletter
- Create or improve our client newsletter
- List our company in multiple online listings
- Market Research / Outreach
- Other
Other Goal*
Desired duration for this Digital Marketing Campaign:
- 6 - 12 months
- 1 - 2 years
- Ongoing / Indefinite
Is your company facing any brand challenges right now that are relevant to this digital marketing campaign?
Who is your target audience for this campaign?
What are your short-term communication goals for this campaign?
What are your long-term communication goals for this campaign?
Is there anything else you’d like to add regarding your Digital Marketing?

Production

Public Relations and Events
public relations
Which PR channels are you interested in?
- Press - Print / Digital
- Radio / Podcast
- TV / Webcast / Vlog
- Website / Blog
- Outdoor Media
- Industry Events / Trade Shows
- Specialized Trade Media
- Social Media
- Email Marketing
- Internal Software / Intranet (Employees or Shareholders)
- Other
Desired duration for this Public Relations Campaign:
- 6 - 12 months
- 1 - 2 years
- Ongoing / Indefinite
Has your company had a Public Relations campaign before?
- Yes
- No
who ran your Public Relations program? Was it handled internally or by an agency? Please describe the level of involvement of the individuals responsible for your public relations program:
How was your experience?
Other PR Channels:
Which of these PR services are you interested in?
- Tagline / Slogan Development
- Speech writing
- Create Company Boilerplate
- Creating Mission or Vision Statement
- Press Release Creation / Distribution
- Blog Creation / Content Curation
- Project or Product Launch
- Earned Media Placement
- Paid Media Placement
- Community Involvement Initiatives
- Internal Event Planning (employee events, awards, team building, training, seminars, etc.)
- External Event Planning (client appreciation, project unveiling, media events, investor events)
- Reputation management
- Crisis management
- Public Speaking / Media Training
- Event Sponsorship / Product Placement
- Social Media Training
- Market Research / Outreach
- Investor Relations
- Other
Other PR Services:
Is your company facing any brand challenges right now that are relevant to this PR campaign?
Who is your target audience for this campaign?

Advertising
Are you interested in Advertising Services?
- Yes
- No
Desired duration for your Advertising Campaign:
- 6 - 12 months
- 1 - 2 years
- Ongoing / Indefinite
What is your Advertising Budget for this campaign?
Which of the following Advertising Services are you interested in?
- Print Advertising Campaign
- Direct Mail Marketing Campaign
- Outdoor Advertising Campaign
- Digital Advertising Campaign
- Social Media Advertising
- Photography
- Video Production
- Graphic Design / Ad Production
- Other
Other Advertising Services:
Is there anything else you’d like to share regarding your Advertising Campaign?
What are your short-term communication goals for this campaign?
What are your long-term communication goals for this campaign?
Is there anything else you’d like to share regarding your Public Relations Campaign?

Is there anything else you’d like u to add to your Account File?

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