Initial Digital Meeting Request – W. Palm Beach

Initial Digital Meeting Request - W. Palm Beach

AE Name(s)*
AE Email(s)*
Separate multiple emails with commas.
Requested Meeting Date*
MM slash DD slash YYYY
Meeting Venue*
i.e. 2060 Digital, Client Office, Online
Preferred DBS*
Business Name*
Who is their current provider or agency of record, if any?
Meeting Attendees*
Name Title
Meeting Attendee Email(s)*
Separate multiples with commas.
Ask for read-only access to their Google Analytics (instructions below)
1. Log-in to your analytics account
2. Select Admin > User Management
3. Select read-only access > add 2060analyticsCRG@gmail.com

They have allowed read-only access.
Website*
What is their annual DIGITAL marketing budget?*
- $36,000 - $59,999
- $60,000+
Target Geography*
Target Demographic*
Top Competitors*
Total Revenue*
(via Zoom Info)
Total # of Employees*
(via Zoom Info)
Total # of positions they want to fill
(if recruitment)
Are they a radio client?*
- Yes
- No
AdMall Score (1-10)
Please enter a number from 1 to 10.
AdMall .pdf Audit Upload
Max. file size: 50 MB.
Client Strategic Goals*
Ex: more website leads/phone calls/awareness, etc
Pain Points*
Anything specific that was discussed to get them here?