Qiigo Digital Marketing Kick Off Form 2164732

This is an internal form.

DO NOT PASS TO CLIENTS

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Before collecting the administrative details collected in this form, first begin with a rapport building conversation with the client!

Each of the following discussion topics should be covered:

1. Ask the client to explain the service(s) that they have signed up for.

This is an opportunity to gauge their understanding of our products/services. It
will allow you to determine whether to provide additional education or give a
deeper explanation.

2. Ask the client to explain their previous experience with the marketing services they've signed up for now with Qiigo. Ask what they liked and what they did not like.

The goal is to uncover pain points that we can use to make their experience
better while using Qiigo.

This helps us avoid the mistakes made by a previous provider and allows us to
better tailor our support going forward.

3. Ask the client what their expectations are with their Qiigo service(s).

This is an opportunity to identify and reset possible unrealistic expectations as
well as define service success and reasonable expectations.

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Brand Name

Account Manager
The name of the person filling out this form.

Qiigo Location Name

General Contact Information

Primary Contact

Email
(What is the best email to contact you? This email is only used for contacting you.)

Location DBA

Website URL

Location Address

Main Phone Number of this Location
(This is very important. Please enter the main phone number of your location here.)

Toll-Free Phone
(If applicable)

Cell Phone

Contact Alternate Phone Number
(Another number where we can reach the client for questions.)

Field Rep. Name
Regional Contact or Brand Field Representative

Do you have analytics running on your website?

Yes‎ No‎

Facebook URL
(Ex: http://www.facebook.com/Qiigo)

Twitter Handle
(Ex: @QiigoSEM or @Pepsi)

Please list top 3 competitors and their website URL.
(Ex: Mike's, www.mikes.com
Joe's, www.joes.com
Steve's, www.steves.com)

Year Location Opened

Services Offered
Enter all services offered by your company. You may include a link to your products and services page. Please separate each with a comma.

Services NOT Offered
Please include services that are industry specific, but that you do not provide.

Additional General Account Notes

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Pay Per Click Campaign Details

Has this location signed up for Pay Per Click services?
If no, click Next Page

Yes‎ No‎

Email Address to Receive PPC Budget Alerts

What is your PPC service area?
In which areas do you want your PPC campaign to run? We recommend targeting cities, counties, DMAs and states instead of zip codes. There tends to be more traffic served to accounts that use cities and other types of larger areas, which results in better performance.
Examples: Metro Atlanta and Roswell

ACCOUNT MANAGER NOTE: Copy and paste the areas given into Notepad so you can paste in the upcoming LLM section!

Specify Monthly Pay Per Click Budget:

Google Budget
PPC Spend is paid directly to search engine.

Bing Budget

Retargeting Budget

Please list the days and hours you'd like the PPC campaign to run.
(Ex: Monday-Friday 9am-5pm, Saturday 10am-5pm, Do not run on Sunday)

Is there already an existing Adwords account running?
If yes, remind the client that these must be paused BEFORE Go-Live.

Yes No

Additional PPC Notes

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Local SEO Campaign Details

Has this location signed up for Local SEO?
If no, click Next Page

Yes‎ No‎

Which plan is this location signing up for?
*Not all plan options are available to all brands.

List 5 geographies that are in your key market area.
Note:
* Please list in order of importance with #1 as the most important.
* First geography listed will be considered primary.
* We need at least their top 2.

Please prioritize your services with #1 as the most important.

Additional SEO Notes

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Local Listings Management Details

Has this client signed up for Local Listings Management services?
If no, click Next Page

Yes‎ No‎

The following information will be used to update your local listings across the web.

What is your LLM service area?
In which areas do you want your Local Listings to run? Use any combination of zip codes or city names, etc.
Examples: Metro Atlanta, 30067 and Roswell

ACCOUNT MANAGER NOTE: Paste the zips given from PPC (on your Notepad) and be sure to ask if any need to be added or removed.

Address Display Options
Remind the client they have already provided their address.

The location address CAN be displayed in my listings The location address CAN NOT be displayed in my listings - coverage area only

Is your address location a mailbox service or mail drop location?

Has your business relocated in the past 2 years?

Previous address if relocated in past 2 years

Have there been any other phone numbers associated with your business in the last 2 years?

Previous phone number if answered Yes in previous question
Include tracking numbers used on listings

Please list your business hours.
(Ex: Monday - Friday 9am-5pm, Closed Saturday and Sunday)

a
a
If applicable, please provide your directory username and password information for the following directories.

Why are we asking for your directory credentials?

We will do two things with your credentials:

1) Update your listings to match all your other listings
2) Add these to your Genius Login Dashboard so you have easy one-click login access.
a
a

Do you have a Bing Local login?

Yes No

Bing Local Username

Bing Local Password

Do you have a Google login?
(Known as Google My Business or Google Maps)

Yes No

Google Username
(Known as Google My Business or Google Maps)

Google Password
(Known as Google My Business or Google Maps)

Do you have a Yellow Pages login?

Yes No

Yellow Pages Username

Yellow Pages Password

Do you have a Yelp login?

Yes No

Yelp Username

Yelp Password

Additional LLM Notes

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Social Media Program Details

Has this client signed up for Social Media services?

Yes‎ No‎

Which service did you sign up for?

Paid Ads (Facebook)‎ Paid Ads + Posting (Facebook)‎ Posting Only‎

What is your service area (social)?
In which areas do you want your Social (Facebook) Ads to target? Please list zip codes or cities + state with a corresponding radius.

For Example: Roswell, GA (8 miles) Dunwoody, GA (3 miles)

In order for Qiigo to assist with social media, we will need to be added to your Facebook page as an admin.
We will need to gain administrative access to your Facebook account.
Let's take a few minutes to walk through this.

http://qiigo.com/how-to-grant-qiigo-facebook-page-administrative-access/

If Qiigo is creating a Facebook page for you, what do you want the Facebook URL to be?

If Qiigo is creating a Facebook page for you, we will need to add an admin from your company. Who do you want to add as an admin?
(Add name and email)

Monthly Ad Spend
Average spend is typically $300-350/month.

Are there any local expressions you would like us to use or avoid?
Ex: Chicago and the surrounding communities are known as Chicagoland.

Additional Social Notes

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Programmatic Details

Has this location signed up for Programmatic services?
If no, click Next Page

Yes‎ No‎

Start Date

Programmatic Budget

Keywords
If Different than PPC

Landing Page
If Different than PPC

Target Zip Codes/Locations
If Different than PPC

Who Supplies the Creatives?

Client Supplies Qiigo Supplies

Location of Creatives
If client supplies creatives, where are they located?

Please list the hours you'd like your Programmatic campaign to run each day.
(Ex: Monday-Friday 9am-5pm, Saturday 10am-5pm, Do not run on Sunday)

Additional Programmatic Notes

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**At the end of the call be sure to set expectations!

- Set realistic expectations on the performance of their services
- Set expectations on the number of times you will speak together:

- At least once per month to start
- After the first several months the two of you will work together on
a communication plan that works for you both (monthly, quarterly, etc.)

**Be sure to ask if they have any additional questions!

**Schedule the first Review Call!