Please fill out the following information to the best of your ability. Your project will remain in our queue until this questionnaire is submitted. A missing or incomplete answer could lead to a delay in the start of the email marketing work. Also, the information provided in the ’Writer’s Instructions’ section goes directly to the writer assigned to your project, so please be as detailed as possible in your responses.

Please Note — This form will time out after a period of time and your responses will be lost. Please gather the required information prior to starting the form.

Business Information

Business Name (on file with Logical Position)

URL

Service Area

Competitors

Competitive Advantage

Company Story

Cross Sell/Up Sell Opportunities

Writer’s Instructions

Which email should be used to show as «from»

Which email should be used to receive any replies?

Please list 3 adjectives you would use to describe the intended tone of your emails to clients (ex: Serious, casual, witty, humorous, instructional).

Which brands do you feel are similar to the voice and tone that you prefer to communicate in?

List 3 relevant sources of information for research (industry websites, bloggers, etc.)

Do you have any grammatical preferences?

When speaking to your audience, do you prefer a more technical or personal approach?

Do you have a promotion calendar that you can share?

Do you have special programs you can promote?

What are the specific topics you’d like avoided? Example: «We’d like to avoid mentioning the cost and our competitors.»

Who is your target audience / ideal customer?

What are three common questions your customers ask about your industry/the answers to these questions?

Is there anything else you’d like your writer to know, are there any words or phrases you want avoided

Design & Branding Requirements

Would you like your email templates to look similar to your current website, or would you like us to create email designs that have a different style?

Please provide links or images of brands/styles/layouts that you would want to model your email design after.

Please list at least 3 adjectives describing your brand aesthetic.

Are you planning to rebrand within the next 6 months?

What are your brand colors?

Do you have any specific fonts you would like for us to use?

Please provide the link to any existing graphics (such as logos, icons, lifestyle images), additional branding guidelines, or digital assets.

Would you allow us to use Adobe Stock photos in case you don't have lifestyle images you can provide from your brand?

Are there any specific sections you want us to include in your email templates based on your current website?

Website Information

Website (CMS) - URL

Website (CMS) - Username

Website (CMS) - Password

Webhosting - URL

Webhosting - Username

Webhosting - Password

Email Platform Information

Email Platform Provider – URL

Email Platform Provider - Username

Email Platform Provider - Password

How many contacts/subscribers do you have?

What is the current customer experience with emails?

Have you purchased any of the contacts in your contact list?

Yes No

Has [email protected] been added as an admin to your Google Analytics and Search Console accounts?