KEMBAR78
Client On Boarding Form | PDF | Brand | Advertising
Scribd
Upload
6 views3 pages

Client On Boarding Form

Client On Boarding Form

Uploaded by

amanterefe99
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
6 views3 pages

Client On Boarding Form

Client On Boarding Form

Uploaded by

amanterefe99
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

Client Onboarding Form

We are a trusted partner for companies looking to amplify their brand presence and engage
meaningfully with their audience. Below is the client onboarding form designed to streamline
our onboarding process. Please fill it out to help us better understand your needs and
preferences.

1. Client Information
 Company Name: ________________________________
 Contact Person: _________________________________
 Position/Title: __________________________________
 Email Address: _________________________________
 Phone Number: _________________________________
 Website: _________________________________
 Social Media Handles: ____________________________
2. Business Overview
 Industry/Sector: _________________________________
 Location(s): _________________________________
 Brief Description of Your Business:
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
3. Objectives and Goals
 What are your primary marketing and promotional objectives? (e.g., brand awareness,
lead generation, sales growth, etc.)
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
 Target Audience: (e.g., demographics, geographic location, interests)
___________________________________________________________________________
___________________________________________________________________________
4. Services Required (Select all that apply)

 Social Media Management


 Content Creation (Graphics, Videos, etc.)

 Digital Advertising (Google Ads, Social Media Ads, etc.)

 TV commercials

 Event Promotions

 Campaign Planning and Execution

 Influencer Marketing
 Other (Please specify): _________________________________
5. Budget and Timeline
 Monthly Budget for Promotions: (ETB): ____________________________
 Preferred Start Date: _________________________________
 Preferred Duration: (e.g., 3 months, ongoing, one-time campaign)
__________________________
6. Branding and Content Preferences
 Do you have existing branding guidelines? (e.g., logo, color scheme, tone of voice)
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
 Key Messages or Slogans to Highlight:
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
 Competitors or Brands You Admire:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
 Preferred Content Types: (e.g., images, videos, animations)
__________________________________________________________________________
__________________________________________________________________________
7. Additional Information
 How did you hear about Yonile Promotions?
___________________________________________________________________________
 Any specific challenges or concerns regarding your current promotions?
___________________________________________________________________________
___________________________________________________________________________
 Any additional details or requests?
___________________________________________________________________________
___________________________________________________________________________
8. Agreement and Next Steps Please review and confirm the details provided above. By
signing below, you acknowledge that Yonile Trading PLC will use this information to create a
tailored proposal.
Signature: _________________________________ Date: _________________________
For Office Use Only
 Assigned Account Manager: _________________________________
 Sells Representative: ____________________________
 Date Received: _________________________________
 Notes/Comments:
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________

You might also like