Client Planning & Getting Started Form

This is a foundational question list used for planning a campaign or even helping with understanding the background for a project.

Energyhill member email*
change this if you have an account manager
Partner information
Fill out as much as possible or needed
Partner Organization Name
Contact Name*
First Last
Partner Preferred Email*
Phone
(###) ###-####
Extension
if applicable
Background & Opportunities
Tell us your story?
What are the opportunities?
What are the challenges?
What services do you offer?
What products do you offer?
What are the brand must haves?
Elements you cannot live without or would really like to see
Demographical & Competition
What should your brand portray to those who do not know you, but are your target audience?
This question is a lead in from the last question in the previous section (color is fine, but try to go deeper than mere physical elements of the brand… remember brand is what all stakeholders think of a company not just internal team members.)
Who is the target audience?
Please distinguish if this is a campaign or a broader project specific initiative
Why are we focused on this audience?
Why should the audience care?
What makes your audience believe you and does this distinguishes you from competition?
Who are your competitors?
Goals & Objectives
What reaction and response do we want?
What are the deliverables?
How will we measure success for this?
Are there specific goals to meet (student enrollment, product sales, signups, etc.)
Inspiration links or other competitors
Totally optional, but helpful.
Link 1
Link 2
Link 3
Link 4
Link 5
Link 6
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Client Planning & Getting Started Form

Partner information

Background & Opportunities

Demographical & Competition

Goals & Objectives

Inspiration links or other competitors

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