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Onboarding – Service Questionnaires
Business Profile and Messaging
Company Name
(Required)
Briefly Explain your Company's History
When was the company founded? Who created the company and why? Who are the leaders today? What are some key milestones that have defined the history of the company? How else has the company grown?
What are your company's core values or beliefs?
What are non-negotiable values and beliefs to your leadership and your team?
Official Company Tagline / Slogan
Do you have a motto, slogan or short statement you use consistently as part of your brand?
Official Mission / Vision Statement
(If you don't have an official mission and/or vision statement, don't worry. We can develop it later.)
Do you provide any of these services? (Choose all that apply)
General Construction
Design-Build
Architecture
Structural Engineering
Civil Engineering
Electrical, Plumbing and/or HVAC
Interior Design
Landscaping
Consulting (Project Management, Safety, Legal, Technology)
Equipment Rental / Sales
Construction Materials
Other
Name other Services you provide:
Please select all the Industries (Markets) you serve:
Aviation
Commercial
Corporate
Education
Healthcare / Pharma
Hospitality
Industrial
Mixed-Use
Public Assembly
Public Safety / Emergency Operations
Religious / Worship
Residential (multi-family)
Residential (single-family)
Transportation / Infrastructure
Urban Design
Other
Name other Industries (Markets) you serve:
Accreditations and Affiliations
Are you affiliated with any industry organization or professional network? Add Professional Affiliations, Memberships, Licenses, Certifications, Awards or Other Organizations:
Add
Remove
Community Support Programs
Does your team donate, sponsor, volunteer or otherwise support any organization, group or cause that you want us to share?
Add
Remove
In general, what are your long-term business goals?
Some good questions to consider: What do you hope to achieve in the next 1, 5 and 10 years?
Do you feel that your current operations are aligned with your core values, mission and long-term vision?
If yes, what gives you that impression? If not, why do you think that is and how do you feel things could improve?
Is there anything else you’d like to add about your company?
Marketing & Target Audience
Tell us about your unique selling points and key differentiators:
What makes your company different, better or relevant in your market?
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?
Briefly Explain your Current Marketing efforts:
Who is in charge of marketing? Where can leads find your company? Are you relying on repeat business? Are you relying on referrals? Do you do any outbound marketing?
Upload ALL your existing Marketing Materials
Please send us ALL available versions of your logo, ALL available examples of your existing marketing materials - business cards, flyers, information sheets, graphics, brochures, sample proposals, SoQ, etc.
Drop files here or
Select files
Max. file size: 64 MB.
What are the most significant market trends impacting your business?
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 at least 3 relevant Competitors in your market:
How do you compare to each one? Why do you consider them your competitors?
Business Blueprint
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
Other sales and business development goal:
Sales and Business Development - Briefly explain your process:
Some good questions to consider: How do you qualify leads? How / when do sales meetings occur? How many clients do you pitch in a month? What's the average project bid? What's your close rate?
Sales and Business Development - What are some positive highlights of your current efforts?
Some good questions to consider: What works in your Business Development strategies? Who / what are the biggest accelerators for your company towards your Sales and Business Development goals?
Sales and Business Development - What are your concerns / pain points?
Some good questions to consider: Have sales slowed down? Are sales efforts flat? Is it becoming harder to secure clients? Why do you think that is?
Who is in charge of your Sales and Business Development?
Do you have a sales team? How big is your sales team? Are the firm partners / leaders the only ones taking the lead when it comes to business development?
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
Other financial management goal:
Financial Management - Briefly Explain your process:
Some good questions to consider: How do you document your expenses? How do you document your revenue? How do you measure financial performance? How do you set benchmarks in your market? How often do you review performance?
Financial Management - What are some positive highlights of your current efforts?
Some good questions to consider: What works in your Financial Management process? Who / what are the biggest catalysts for your company towards your financial management synchrony and success?
Financial Management - What are your concerns / pain points?
Some good questions to consider: Are date sources unreliable? Is data split between departments? Is the process slow and inefficient? Are purchases suffering with the process? Are there any bottlenecks?
Who is in charge of your Accounting, Bookkeeping and Financial metrics?
Do you have an in-house accountant? Do you outsource that service? Who keeps track of your expenses and revenue?
Please list ALL your accounting, bookkeeping and tax preparation tools and software:
Upload your most recent financial statements:
Please include: Profit and Loss (P&L) (or Income) Statement, Cash Flow Statement, Annual Report, Balance Sheet or other documents that can provide insight into your financial situation. All documents are kept in strict confidentiality, as per our Agency's legally-binding Non-Disclosure Agreement.
Drop files here or
Select files
Max. file size: 64 MB.
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
Other project management goal:
Project Management and Delivery - Briefly explain your process:
Some good questions to consider: How do you manage project timelines? How do you keep projects on budget? How do you manage purchases? How do you document and share project data? Describe your onboarding process...
Project Management and Delivery - What are some positive highlights of your current efforts?
Some good questions to consider: What works in your Project Management? Who / what are the biggest facilitators for your company towards your project delivery and efficiency goals?
Project Management and Delivery - What are your concerns / pain points?
Some good questions to consider: Are projects encountering more problems than usual? Are there any factors impeding successful delivery? Are there any unnecessary slow downs or bottlenecks? What are some problems you simply have not been able to overcome? Why do you think that is?
Who is in charge of overseeing Project Management?
How big is your team of project managers? Do you use any outside consultants?
Please list ALL your project management, operations and day-to-day tools and software:
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
Other personnel goal:
HR - Briefly Explain your employee recruiting and retention process:
Some good questions to consider: How do you find qualified talent? How do you retain personnel? What do you do to incentivize and motivate them? How much of your work is in-house vs. outside contractors? What does your onboarding process consist of? Describe your team culture...
What are some positive highlights of your current Personnel Strategy?
Some good questions to consider: What works in your personnel strategy? What is helping you reach your recruiting and retention goals?
What are your concerns / pain points regarding Personnel Strategy?
Some good questions to consider: Are employees noticeably discouraged or apathetic toward projects? Is your churn rate high? Have outside factors affected your work force? Has recruiting and retention become harder? Why do you think that is?
Who is in charge of overseeing Personnel Strategy?
Do you rely on an internal HR department or have outside consultants helping?
Please list ALL your HR tools and software:
Is there anything else you’d like to add regarding your Business Operations?
Branding and Graphic Design
Branding - Which are your 3 MOST important goals?
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
Something else
Other
What are the biggest challenges the brand is facing right now?
What are 3 to 5 values that best describe, embody or connect to your desired brand?
Are we creating a new logo for your company?
Yes
No
Why do you want to redesign your logo? How do you want us to improve it?
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
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
Hi-Tech
Organic
Luxurious
Other
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)
Do you have any preference regarding colors, icon or font for your branding?
Are there any colors, images, icons or fonts that you DO NOT want to see in your branding?
List some great brands you love (and what do you like / dislike about each of them):
Show us some examples:
Drop files here or
Select files
Accepted file types: jpg, png, pdf, Max. file size: 64 MB.
Included in your branding package:
Official Letterhead
Branded Envelopes
Branded Folders
Business Cards
Social Media Kit
Firm Profile (8 page Booklet)
Statement of Qualifications (Capabilities Statement)
Standard Proposal Template
General Presentation Template
Marketing Materials - Will you need us to provide any of the following additional materials?
Resume Template for Employees
One-Page Flyer or Information Sheets
Additional Business Cards
Report Cover or Custom Document
Brochure
Infographic or Posters
Zoom or Teams Background
Postcards, Greeting Card, Invite or Thank You Note
Interior Wall Signs (Plastic, Acrylic or Metal)
Interior Floor Decals
Window Decals
Outdoor Signage - Billboards and Mesh Banners
Banners
Vehicle Decals
Branded Canopy
Retractable Banners
Pop-Up Event Backdrop
Custom Tablecloth
Other
Printing and Production - Do you want us to print and ship any of these for you? (check all that apply)
Official Letterhead
Branded Envelopes
Branded Folders
Business Cards
Firm Profile - 8 page Booklet
One-Page Flyer or Information Sheets
Postcards
Interior Wall Signs (Plastic, Metal or Acrylic)
Interior Floor Decals
Interior Custom Window Decals
Vinyl Banners
Billboards and Mesh Banners
Vehicle Decals
Branded Canopy
Retractable Banners
Pop-Up Event Backdrop
Custom Tablecloth
Promo Items - Mugs
Promo Items - Stainless Steel Tumblers
Promo Items - Flashlights
Promo Items - Lanyards
Promo Items - Notebooks
Promo Items - Golf Tees
Promo Items - Golf Balls in Tube
Promo Items - Poker Set
Promo Items - Cooler Chair
Promo Items - Pens
Promo Items - Hand Sanitizers
Other
Other requests:
Is there anything else you’d like to add regarding your Branding?
Website Development
Which best describes your website project?
I DON'T have a website
I need a website REDESIGN
Website - Which are your 3 MOST important goals?
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:
List all Services (Capabilities) to be featured on the website:
Add
Remove
List all Client Markets (Industries) to be featured on the website:
Add
Remove
Provide a list of representative clients for our reference:
Add
Remove
Which type(s) of social proof would you like to include in your website?
Testimonials (Written)
Testimonials (Video)
Client Logos
Other
None / This does not apply to my website
Please list at least 3 Inspiration websites:
Add
Remove
What do you like / dislike about each Inspiration website listed?
Please list at least 3 Competitor websites:
Add
Remove
What do you like / dislike about each Competitor website listed?
Have you registered your domain name?
Yes
No
Desired domain name:
Please provide the link, username and password to log into your domain admin panel:
General email address for your Contact Form:
Is there anything else you’d like to add regarding your Website?
SEO
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
Does your company currently have (or has it ever had) any SEO Campaigns?
Yes
No
Who is (or was) in charge of your SEO efforts?
Myself / Company Employees (Internal)
Contractors / Agency (External)
Someone no longer with our company (former employee)
Public phone number to use for GBP and citations:
Address for Google Business Profile (GBP):
Business operating days and hours:
Main City to target:
Additional Cities to Target (in order of priority):
Add
Remove
Top 5 desired Keywords (in order of priority):
Add
Remove
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?
Digital Advertising
Are you running a digital ads campaign for you?
Yes
No
Choose your 3 MOST IMPORTANT digital advertising goals?
Increase brand awareness
Grow our professional network online
Lead Generation
Increase website traffic
Owning and organizing my client data
Grow email list
Other
Does your company currently have (or has it ever had) any PPC / Google Ads Campaigns?
Yes
No
Do you have a Google Ads Account set up?
Yes
No
Google Ads ID number
Who runs your PPC Campaigns?
Myself / Company Employees (Internal)
Contractors / Agency (External)
Someone no longer with our company (former employee)
Desired duration for this Digital Advertising Campaign:
6 months
9 months
12 months
Ongoing / Indefinite
Monthly Google Ads Budget
Your Account Manager will get in touch to collect your payment information for your Ad Accounts. Please DO NOT submit it through this form.
Up to $5,000 / mo.
$5,000 - $7,500 / mo.
$7,500 - $10,000 / mo.
$10,000 - $12,500 / mo.
$12,500 - $15,000 / mo.
$15,000 - $17,500 / mo.
$17,500 - $20,000 / mo.
$20,000+ / mo.
Who is your target audience for this campaign?
Ad schedule - Days and times you want your ads to run:
Email address to send form submissions to:
Phone number to send calls from Google Ads leads:
Do you wan to add Social Media ads?
Yes
No
Where on social media do you want to advertise?
Meta Ads (Facebook / Instagram)
Twitter Ads
LinkedIn Ads
Desired duration for your Social Media Ads Campaign?
6 months
9 months
12 months
Ongoing / Indefinite
Monthly Social Ads Budget
Your Account Manager will get in touch to collect your payment information for your Ad Accounts. Please DO NOT submit it through this form.
up to $2,500 / mo.
$2,500 - $3,500 / mo.
$3,500 - $5,000 / mo.
$5,000 - $7,500 / mo.
$7,500 - $10,000 / mo.
$10,000 - $12,500 / mo.
$12,500 - $15,000 / mo.
$15,000 - $17,500 / mo.
$17,500 - $20,000 / mo.
$20,000+ / mo.
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
Does your company have (or has it ever had) social media profiles?
Yes
No
Is your company CURRENTLY running social media campaigns (maintaining / managing its social media profiles)?
Yes
No
Who manages your Social Media?
Myself / Company Employees (Internal)
Contractors / Agency (External)
Someone no longer with our company (former employee)
Do you have full admin access to your Social Media profiles?
Yes
No
Add the Facebook PROFILE OF THE ADMIN of your company page
if you don't have a business page, let us know. DON'T CREATE ONE.
Add the LinkedIn PROFILE OF THE ADMIN of your company page
if you don't have a business page, let us know. DON'T CREATE ONE.
Add the EMAIL OF THE ADMIN of your YouTube channell
if you don't have a business channel, let us know. DON'T CREATE ONE.
Instagram Password
(if you don't have one, leave blank. DON'T CREATE ONE)
X (fka Twitter) Password
(if you don't have one, leave blank. DON'T CREATE ONE)
Have you claimed your Google My Business profile?
Yes
No (if you have not, DON'T CLAIM IT)
Add the ADMIN EMAIL for the OWNER of your Google My Business Profile
List the PHONE NUMBER to use for a verification phone call from Google:
List some great social media profiles (and what do you like / dislike about each of them):
Is there anything else you’d like to add regarding your Social Media?
Email Marketing
Email Marketing - Which are your 3 MOST important 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?
Account Contacts
Points of Contact
Persons authorized within your company to submit content, facilitate the process, revise and approve the work.
Name
Email
Phone
Add
Remove
Accounts Payable
This person will correspond with your account manager and/or our CFO/Partner - Andres Mattei (
[email protected]
)
Name
Email
Phone
Add
Remove
Human Resources Contact(s)
Name
Email
Phone
Add
Remove
Is there anything else you’d like to share regarding your marketing campaign?
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