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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

Open Form

Client Campaign Update

Add/remove/alter services or cancel a clients' campaign

Open Form

Account Executive Forms

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.

Open 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.

Open Form

Equipment / Software Request

Form to request equipment or software needed

Open Form

Free Instagram Audit Form

Please fill out this form when requesting an Instagram Audit.

Open Form

Purchase Requisition Form

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

Open Form

CLIENT FORMS

Client Sign-Up Form

Form potential client completes to move forward with proposal

Open Form

Client Cancellation Survey

Client Cancellation questionnaire to help us improve our services for the future

Open Form

Client Information

Form new client completes with all login info, address(es), SM accounts, keywords, and creatives

Open Form

Web Design Questionnaire

Project Manager: form for client engaging in web design project

Open Form

Humbly Awarded Year After Year

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