CLIENT DETAILS

First Name

Last Name

Company Name

PROJECT DETAILS

What are the goals you want to achieve with your email campaign?

Who is your target audience?

Do you have an existing email list?

Yes

No

If yes, how large is your email list?

How long do you want your email sequence to run?

How frequently do you want your emails to be sent out?

How long do you want your emails to be?

What tone do you want you want your emails to have?

EMAIL CONTENT

Do you want to feature links in your emails?

Do you have any specific themes or topics you want to focus on?

Do you have any existing content or resources that you want to include in the emails?

Yes

No

If you have answered yes to the previous question, please drop the links to the folders and files that you want us to use below.

Are you willing to provide more photos or videos, if needed?

Yes

No

Are you willing to schedule a call to film videos for your emails, if needed?

Yes

No

How do you want us to open your emails?

Is there anything you want us to feature in your emails’ calls to action?

Do you have a closing line that you want us to use?

How do you want to sign your emails?

EMAIL PLAN

You will find our generic email plan below. Please note that we are still going to provide you with a custom email plan based on your responses to this form. This email plan will be for your approval before we start writing your email sequence.

Is there any email topic that you’d want to replace?

Note: Leaving the questions below blank will get the related email topic with missing info replaced with an informative one.

Do you have a photo or video you want us to use for your Welcome email?

Who are the team members you want to feature in your Meet the Team email?

Are there products and services that you particularly want to feature?

Do you have a lead magnet?

Yes

No

If you’ve answered yes to the previous question, please provide the link to your lead magnet below:

If you’ve answered no, do you want us to make one for you?

Yes

No

Tell us a story about a complex issue you helped resolved with your expertise.

Are there informative topics relevant to your niche that you want us to include in your emails?

OTHERS

Do you have any specific metrics or KPIs you want us to track?

Do you have other emails you want us to emulate or use as references?

Yes (Please send them to [email protected])

No

Do you have any competitors whose emails you admire or want to differentiate from?

Yes (Please send them to [email protected])

No

Are there any other details or special requests you want us to know about?