Internal Forms

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

Sales Asset Request Form

Request for sales assets or graphics to be used for sales purposes and proposals.

Sales Asset 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 & Other Landing Page Request Form

Please fill out this form when requesting a new design for a new landing page on either Unbounce or WordPress.

Unbounce & Other LP Request

Free Instagram Audit Form

Please fill out this form when requesting an Instagram Audit.

Instagram Audit

Social Media Post Request Form

Please fill out this form when requesting an Social Media Post Request.

Social Media Post Request

Requisition Form

Please complete this form when requesting new resources or approvals necessary for internal projects and departmental needs.

Requisition Form

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

Special Request Form

Official Report Template Changes

Official Report Template Changes Form

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

Client Cancellation Survey

Client Cancellation Survey