Below are links to all forms used internally by the SMG team. Please note the categories/use case for each.
CEO / COO / MANAGERIAL FORMS
New Client Deliverables
Outlines campaign deliverables/scope for new client or new service
Deliverables Form
Client Campaign Update
Add/remove/alter services or cancel a clients' campaign
Client Campaign Update Form
Proposal Request
Request proposal creation for potential client
Proposal Request Form
Web Development Quote Request
Request for quote from the PM for web dev/admin/graphics
Web Development Quote Request
Campaign Strategy Meeting
Request for internal campaign strategy meeting
Campaign Strategy Request
ACCOUNT EXECUTIVE FORMS
Scope Change Request
Notice of client request to alter/broaden scope of marketing campaign
Scope Change Form
Equipment / Software Request
Form to request equipment or software needed
Equipment / Software Request Form
SEO Kick-Off Form
Form to be completed by assigned AE using notes collected during the call. Also used when there is no AE assigned to the account and will be sent directly to client to complete.
SEO Kick-Off Form
Client Success Meeting Checklist
Form to be used on a monthly basis for all existing client accounts.
Client Success Meeting Checklist
Unbounce Landing Page Request Form
Please fill out this form when requesting a new design for an Unbounce landing page.
Unbounce LP Request
Free Instagram Audit Form
Please fill out this form when requesting an Instagram Audit.
Instagram Audit
SPECIALTY FORMS
Google Ads Questionnaire
Google Ads Team: collect info from client for Google Ads campaign
Google Ads Questionnaire
Re-Branding Questionnaire
Project Manager: form for client engaging in logo/re-branding project
Re-Branding Questionnaire
Content Creation
Project Manager: detailed form for client to outline content needs
Client Content Creation
Eric Graphic Request
Eric: specialty graphics requested by Eric
Eric Graphic Request Form
SMG Blog Topic Suggestion
Any SMG team member can submit topic suggestions for SMG blog content
Blog Topic Suggestion Form
SMG Social Media Topic Suggestion Form
Any SMG team member can submit topic suggestions for SMG social media topic
Social Media Topic Suggestion Form
Special Requests
Official Report Template Changes
Web Design Questionnaire
Project Manager: form for client engaging in web design project
Web Design Questionnaire
CLIENT FORMS
Client Sign-Up Form
Form potential client completes to move forward with proposal
Sign-Up Form
Client Information
Form new client completes with all login info, address(es), SM accounts, keywords, and creatives
Client Info Form