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818.889.3232
New Client Deliverables Form
Campaign Start Date
Date Format: MM slash DD slash YYYY
Client Name
Client Email
*
Client Website
Pricing
Pricing Notes
Link(s) to Proposal(s)
Client Tier
Tier 1
Tier 2
Tier 3
Send care package?
Yes
No
Services Requested
SEO
Paid Social Media Promos
Reputation Management
Website Design
Graphics
Social Media Development
Annual Scholarship Program
Link Audit
Newsletter/Email Marketing
CallRail Call Tracking
Google Ads
Influencer Development
Avatar Development
Local Citations
Newsletter Specifics
SEO Campaign Scope
Local
National
Other (specify)
please specify (SEO):
Blog Posts per Month
Two-Month Link Building Budget
Social Campaign Scope
Traditional Channels (FB, TW, IG)
Other (please specify)
please specify (social):
Social Promo Details
Credit Card for Social Promos
SMG
Client's Credit Card
Create INC.com Listing?
Yes
No
SEMrush/Local Directories
Yes
No
CallRail Details
Web Design Notes
Graphics Notes
NOTES
File
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