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Client Strategy Update
Marketing & Target Audience
Company Name
(Required)
Tell us about your existing clients:
Who are your most important clients right now? Describe the main pain points your clients are facing and how you can help them:
Briefly explain your marketing targets:
Who do you want to target as clients? What are 3 strong or desirable Markets you want to pursue in the next 12 months? What are the 3 most important, lucrative or marketable services you want to offer in the next 12 months?
Tell us about your unique selling points and key differentiators:
What makes your company different, better or relevant in your market?
In general, what are your immediate and long-term business goals?
Some good questions to consider: What do you hope to achieve in the next 1, 5 and 10 years?
Is there anything else you’d like to add about your company?
What are the most significant market trends impacting your business this year?
What are some important market trends that affect your company? Why are they relevant to your business? Do they relate to national trends?
Please name the 3 most relevant Competitors in your market:
How do you compare to each one? Why do you consider them your competitors?
Is there anything else you’d like to share regarding your marketing campaign?
Business Operations
Sales and Business Development - Which are your 3 MOST important goals?
Increasing our Year over Year (YoY) Sales
Creating new revenue streams for our business
Creating predictable / reliable lead sources
Exploring new lead and project sources
Increasing our Bonding Capacity
Reducing our proposal preparation time
Building a strong sales team
Creating more sustainable revenue streams
Building a consistent client acquisition system
Prioritizing our most profitable markets
Prioritizing our most profitable services
Recession-proofing the business
Other
Financial Management - Which are your 3 MOST important goals?
Gaining overall clarity about our financial situation
Creating accountability among team members
Identify the most profitable areas of our business
Identifying and cutting financial losses
Developing and exit strategy
Creating a business continuity plan
Simplifying our accounting process
Better integration of outside consultants
Creating more detailed financial data
Hire in-house and eliminate outside consultants
Other
Project Management and Delivery - Which are your 3 MOST important goals?
Keeping projects under budget
Delivering projects on time
Keeping the team informed
Create a safer work environment
Reduce legal liability
Improving the Estimating and Construction process
Better integration of outside consultants
Hire in-house professionals and eliminate outside consultants
Improve transportation and logistics
Streamline communication
Better documentation
Improve client communication
Other
HR / Personnel - Which are your 3 MOST important goals?
Attracting top talent
Retention (Avoiding turnover)
Letting employees be heard
Giving employees financial participation (profit sharing, etc.)
Turning my team members into advocates
Keeping my team informed
Boosting employee moral
Building a great culture
Providing Healthy Work/Life Balance
Incentivizing Employees
Reducing employee liabilities
Other
Social Media
Social Media - Which are your 3 MOST important goals?
Showcasing my company's history
Looking better / more professional than my competitors
Looking like a bigger / more experienced company
Recruiting personnel
Showing my company culture by highlighting my team
Staying top of mind with my leads
Celebrating Consumer and Industry Holidays
Showing progress of my projects
Showing my projects as they progress
Highlighting my key industries (markets)
Celebrating company milestones
Showing our most iconic projects
Educating our audience
Driving the most traffic to our site
None of these are important to me
Which types of content would you like to feature on your social media? (Select all that apply)
National Holidays (Mother’s Day, Father’s Day, 4th of July, etc.)
Social Media Holidays (National Pet’s Day, Construction Safety Week, Engineer’s Day, etc.)
Company Celebrations (Team parties, holiday events, employee appreciation days)
Employee Spotlights (Introduce team members, their expertise, and contributions)
Team Birthdays & Anniversaries (Celebrate team members’ special days)
Company History & Milestones (Key achievements, anniversaries, and growth stories)
Key Company Values (Showcase mission, vision, and company culture)
Inclusion & Diversity Initiatives (Highlight efforts to promote diversity and inclusion)
Staff’s Kids & Family Life (Showcase employees’ families, bring-your-kid-to-work day, etc.)
Project Spotlights (Showcase completed or ongoing projects with details and visuals)
Project Milestones (Contract awards, groundbreaking, ribbon-cutting, topping-off, etc.)
Before & After Comparisons (Highlight transformations through images and videos)
Design & Engineering Insights (Deep dives into technical aspects and innovations)
Service Highlights (Explain key services and their benefits)
Featured Markets (Name your top markets of expertise and your solutions for each)
Market Trends & Industry Insights (Updates on construction, engineering, and architecture trends)
Safety & Compliance Features (Emphasize workplace safety, OSHA compliance, and training)
Worksite Progress Updates (Time-lapse videos, drone footage, and in-progress shots)
Technology & Innovation Highlights (Showcase BIM, AI, automation, and other advancements)
Vendor & Supplier Collaborations (Showcase key partnerships and materials used in projects)
Client Testimonials & Case Studies (Highlight successful projects and client feedback)
Community Involvement & Sponsorships (Charitable work, partnerships, and local impact)
Job Openings & Recruitment (Promote career opportunities within the company)
Apprenticeship & Mentorship Programs (Highlight training and growth opportunities for new talent)
Conventions & Industry Events (Recaps of conferences, expos, and networking events)
Speaking Engagements & Thought Leadership (Feature presentations, panels, and expert opinions)
Awards & Recognitions (Celebrate industry accolades and company achievements)
Did You Know? Fun Facts (Interesting facts about construction, engineering, and architecture)
Throwback Projects & Retro Designs (Share past projects, historic buildings, or vintage blueprints)
Behind-the-Scenes Content (Showcase the planning, teamwork, and execution of projects)
Construction & Engineering Humor (Memes, relatable job site jokes, “If you know, you know” moments)
Myth-Busting & Common Misconceptions (Debunk myths about architecture, engineering, and construction)
“A Day in the Life” Series (Follow an architect, engineer, or site manager through their daily routine)
Equipment & Tool Highlights (Showcase cool machinery, new tools, or behind-the-scenes factory visits)
Weather-Related Challenges (Show off how teams tackle rain, snow, heat, and unexpected job site obstacles)
Polls & Audience Engagement (Asking questions to spark interaction)
User-Generated Content (Sharing customer stories and content)
Other
Other types of content:
Which projects or clients do you want us to highlight?
Which projects or clients do you NOT want us to highlight?
Do you have any special requirements, limitations or commitments with clients, projects or contracts that we should be aware of?
Which services or markets do you want us to highlight?
Which services or markets do you NOT want us to highlight?
List some great social media profiles (and what do you like / dislike about each of them):
Community Support Programs
Does your team donate, sponsor, volunteer or otherwise support any organization, group or cause that you want us to share?
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Accreditations and Affiliations
Are you affiliated with any industry organization or professional network? Add Professional Affiliations, Memberships, Licenses, Certifications, Awards or Other Organizations:
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Remove
SEO
Are we running an SEO campaign for you?
Yes
No
SEO - Which are your 3 MOST important goals?
Maintain optimum technical performance
Increase brand awareness
Increase organic web searches
Appear in top search results
Grow our professional network online
Lead Generation
List our company in multiple online listings
Manage our online reputation
Other
Address for Google Business Profile (GBP):
Business operating days and hours:
Main City to target:
Additional Cities to Target (in order of priority):
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Top 5 desired Keywords (in order of priority):
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Public phone number to use for GBP and citations:
Please list all additional relevant or desired keywords for your SEO:
List the main Services you want us to focus on:
List the main Industries / Markets you want us to focus on:
List any Services or Markets you DO NOT want to target:
Is there anything else you’d like to add regarding your SEO?
Other Projects, Services and Engagements
PR/ Marketing Activities Interest
To help us tailor our marketing and public relations efforts to best support your company's goals, please indicate if you are interested in any of the following:
Public Relations (e.g., press releases, media outreach)
Feature articles in industry magazines and publications
Appearances on relevant podcasts
Coverage in local or national newspapers
Sponsorship opportunities for industry events, conferences, or associations
Development of compelling case studies and success stories showcasing project outcomes
Creation of engaging video content (e.g., project tours, client testimonials, company culture videos)
Participation in and promotion of industry award submissions
Speaking opportunities at conferences, webinars or industry panels
Hosting webinars or online presentations to reach a wider audience
Content marketing (e.g., blog posts, articles for your website, e-books, white papers)
Developing thought leadership pieces (e.g., opinion articles, trend reports)
Creating virtual tours or interactive experiences of your projects
Creating an email marketing campaign to nurture leads and engage existing clients
Other
Other
Branding & Graphic Design
We offer a range of branding products and services that can help enhance your company's visibility and professional image. Are you interested in learning more about any of the following?
On-site project signage and banners
Wayfinding and Signage for any of your finished projects
Translation services for project materials and occupant communications
Branded promotional items and giveaways
Branded Uniforms or Office Supplies
Development of internal communication templates (e.g., email signatures, letterheads)
Creation of branded digital templates (e.g., presentation slides, event invites, etc.)
Developing visually appealing infographics to showcase data and expertise
Other
Other
Upcoming Internal/Team Events
Your Account Manager can assist with event planning and support. To explore potential opportunities for collaboration and receive a quote, please let us know if your company has any significant internal or team events planned within the next 6-9 months, such as:
Company anniversaries or milestones
Major team-building events or retreats
Industry award celebrations or recognitions
Significant project launches or completions
Internal training programs, workshops, or conferences
Hosting or participating in industry-specific networking events
Charitable initiatives or community involvement activities
Major hiring initiatives or onboarding programs for a large number of new employees
Other
Other
Account Contacts
Are there any changes to your Points of Contact?
Persons authorized within your company to submit content, facilitate the process, revise and approve the work.
Name
Email
Phone
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Accounts Payable
This person will correspond with your account manager and/or our CFO/Partner - Andres Mattei (
[email protected]
)
Name
Email
Phone
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Human Resources Contact(s)
Name
Email
Phone
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