Golden Intent Outreach Pipeline Onboarding

We are so excited to work with you! To help us with your campaign, we request you take the time to answer the following questions. Let’s do this!

Your Business
General questions about your business and what you do
Name*
First Last
Company Name*
Is there an interesting story behind how the business was started?
What is your brand's mission?
What are the values of your brand, and the people who represent it?
Describe your target audience(s) demographics, including if they vary by channel.
If your brand were a person, describe what their personality would be like.
What sets your brand apart from organizations doing similar work?
Is there anything else important to know when it comes to how you want to be perceived when someone interacts with your marketing campaigns?
Visual Identity
What brands/organizations of you look to for inspiration?
What do you love about those brands when it comes to their design, look and feel?
On the flip side, what brands do you not like?
What colors are you certain you want to be included in your color palette and are there any you want to move away from?
Were your current fonts chosen with a specific purpose in mind?
What is your logo’s backstory, and are there specific elements of it that hold meaning?
If there are any examples of strong visual elements that are reflective of your brand, please include them here.
Target Audience
Let's talk about the people you're trying to reach
When you picture your ideal customers, who does that look like?
What type of lifestyle does this dream customer live? Get as detailed as you would like.
How old are they?
What is your business slogan or tagline that you would like to stick in customers'/potential customers' minds?
If you had one minute to tell someone about your brand, what would you want them to know?
What is the minimum cost to be a resident?*
What is the average income of your residents?*
Which specific care service(s) are you looking to target over the next 60 days?*
What is your current occupancy rate?*
What has been your average occupancy rate over the last 2 years?*
What is your goal occupancy rate?*
What is your average turnover rate?*
What is your client lifetime value?*
Do you accept insurance?*
From a percentage perspective, what percent of your leads are the adult children and what percent are either the senior themselves or their spouse?*
Upload a high resolution version of your logo.*
Do you have brand guidelines?*
Historically, what have been the sales objections you have faced from prospective residents?*
List and describe the annual events your community holds for residents and their families. Do you have photos and videos from these events?*
Are you getting a lot of questions about Covid-19 from prospective residents? How are you addressing those concerns?*
Do you have any video testimonials of residents or their families? If no, please have at least 2 created.*
Do you have a mechanism set up to collect good online reviews?*
What are the top selling factors of your community that convinces most prospective leads?*
menu link*
What is the average tenure of your caregivers? What type of training do they get?*
Attach Files
Drop files here or

Accepted file types: jpeg, jpg, gif, png, pdf, Max. file size: 64 MB, Max. files: 10.
Final Question!
Is there anything else important to know when it comes to how you want to be perceived when someone interacts with your marketing campaigns?

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Your Business

Visual Identity

Target Audience

Final Question!

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