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Onboarding | Email Marketing
Email Marketing
Company Name
What are your current needs or challenges with Email Marketing?
Which of the following are your 3 MOST IMPORTANT email marketing goals?
Increase brand awareness
Create or improve our client newsletter
Grow my email list
Lead Generation
Increase website traffic
Owning and organizing my client data
Staying top of mind with my existing clients
Staying top of mind with referring partners
Create or improve our employee newsletter
Other
Has your company ever had email marketing campaigns?
Yes
No
Is your company CURRENTLY running email marketing campaigns?
Yes
No
Which of the following channels are you CURRENTLY using?
Email Newsletter
Dynamic Email Signature
Employee Email Communications
Email Automations
Cold Email Outreach
Other
Who manages your Email Marketing campaigns?
Myself / Company Employees (Internal)
Contractors / Agency (External)
Someone no longer with our company (former employee)
Please list your login links, usernames and passwords to all your software and tools:
Do you currently have an email list for your newsletter?
Yes
No
How big is your list?
500 or less
500 - 1500
1,500 - 2,500
2,500 - 5,000
5,000 - 10,000
10,000 - 15,000
15,000 - 20,000
20,000 - 25,000
25,000 +
Is there anything else you’d like to add regarding your Email Marketing?
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