NAME:

DATE

BUSINESS NAME: ______________________________CONTACT NAME____________________________

EMAIL ADDRESS: ______________________________________PHONE: ___________________________
ADDRESS: ______________________________________________________________________________
CITY/ZIP: _______________________________________________________________________________
WEBSITE: ______________________________________MOBILE SITE: ____________________________
BLOG: __________________________________________________________________________________
GOOGLE: Brand Page________________________ #updates/Month________ # Circled_______________
FACEBOOK Page Name__________________________ #updates/Month_________ # of likes___________
TWITTER Handle______________________________ #updates/Month_________ # of followers_________
LINKEDIN Company Page?__________________________ Groups?________ Job Postings?____________
YOUTUBE Channel Name____________________________ #Subscribers_________ # of Videos_________

DEALS : Participates in Deals:

Groupon __ Living Social__ UT Deals___ Other:______________________

EMAIL MARKETING Sending a __________(weekly/monthly/bimonthly) Newsletter

# of Member List?________

Lead capture from website/social?__________

CURRENT ADVERTISING:
Media:_____________________________________________________________________Satisfied Y

Media:_____________________________________________________________________Satisfied Y

Media:_____________________________________________________________________Satisfied Y

Media:_____________________________________________________________________Satisfied Y

Average Transaction Amount $____________________ Average # New Customers/Mo#_________________

Purchases/year/customer #_______________________________Average Cost per lead $_______________

KEY WORDS: Average CPC $_________________

_________________ __________________ ____________________ ___________________
_________________ __________________ ____________________ ___________________
NOTES:

ENGAGEMENT TARGETS AND OUTCOMES (Circle those desired)

Website Visit

Email Open

View

Click

Impression

Comment

Rating

Review

Facebook like

Twitter Follower

Audio Listen

Video View

Mobile Tap

Entry /Contest

Entry sweepstakes

Phone Call

Share

In Store Visit

Coupon

Survey

Maps/Directions

Embed

Copy

Print

Time Spent

Share of Voice

Post to blog

Download

Referrals

Page Views

Forward to a friend

Provide feedback

Provide suggestion

QR Code Interaction

SMS Text Message

Purchase

Newsletter Sign-Up

Increase Ranking/Visibility

Redemption/download

Post discussion board

Involvement with ad

Seek additional information

Build Email Database

Lead Capture Form

Other

TARGETING: Geography____________ Behavioral________________ Demographic_______________

Age___________ Ethnicity_________________ Income _____________Other __________
Day Part____ Frequency #_______/Week/Month

TRACKING & MEASUREMENT: Easy Access to website analytics Y

Call tracking & recording phone number Y

Data capture form with source analytics Y N

Who takes care of website analytics?_______________________

MARKETING FOCUS:

Branding

Direct Response

Both

MEDIA CHANNELS: (Check currently doing and circle proposed)

High Impact Banner Ads

Events

Sponsorships

Contests

Email

Deals Promotion

Video

Print

Magazine

iPad

Advertorial/Blogs

Apps

Phone

Pandora

Internet Radio

Radio

TV

Social

Facebook

Twitter

Search

Paid

Organic

Maps

Mobile

Ad Networks

Websites: UTSandiego.com, Discover SD.com, SanDiegoRed.com Other: _____________________

Creative1: Theme_______________________________________ Colors: ________________________
Offer: ___________________________________Call to Action_____________________________________

Creative 2: Theme______________________________________ Colors: ________________________

Offer: ___________________________________Call to Action_____________________________________