REACH Agency

New Client Onboarding Questionnaire

    Please Note: All fields except for the ones in the Optional section are required to be filled out.

    Contact Info:

    Please type out your brand exactly as you would like us to use it. Include any capitalization or punctuation marks.

    Which Marketing Platforms Do You Intend to Run?

    Brand Assets:

    Please create a folder and upload any necessary files to Google Drive, Dropbox etc. so that they can easily be accessed by our team. Put the URL here:


    1. Which CRM do you use? If any.

    2. What are your digital sales promotions?

    3. Describe your company with three adjectives.

    4. What's your company's mission statement?

    5. What are some important things about your brand?

    5a. Are there any phrases or specific wording we need to include in the copy?

    5b. Should we exclude any terms in the copy?

    5c. What are some things your clients love about your business?

    6a. Does your brand have any visual elements that must be used in a specific way?

    6b. Do your logos or colors need to be used in a specific way?

    7a. What are your current membership base demographics like? (ie. gender, age range, interests, income levels)

    7b. If different from your current membership base or you are in Pre-Opening, what would be your ideal member demographics?


    How does your product or service help your target audience?

    Anything else we should know?