Full Name ^*

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Email Address ^*

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Company Name ^*

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Company Address ^*

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✦ Software Access

This is where we will get all the access we need to your software platforms.

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Please enter your .myshopify.com URL (Settings > Domains). ^*

If you're not on Shopify just input your business URL.

You can use this site to find it if you are not sure what it is https://whatsmyshopifyurl.com/

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Please provide your Shopify collaborator access code ^*

If you are not on Shopify, input "NA" below

You can find by going to Settings > Users and Permissions > Collaborator Request Code

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Please grant staff access to any software our team would need access to (Google Analytics/Klaviyo/TripleWhale etc..) ^*

Send invites to [email protected]

Done

Need help with this

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Please provide your Meta Business Manager ID. ^*

You can find this by going to your business settings and clicking on the "Business Info" tab at the very bottom.

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✦ Brand Asset Access

Here's where you should provide us with all the brand assets that you consider relevant for us to have. This can include logos, banner ads, video ads, product pictures, testimonials, user-generated content, etc..

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Provide the URL for your Marketing Assets Repository. ^*

Google Drive / Dropbox etc...

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Provide the URL for your Branding Guidelines. ^*

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Please describe your current method of RAW content creation / capabilities to create new content. ^*

UGC creators available, in-house team, agency etc...

/

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List your social links (FB, IG, TT, YT) ^*

Please add all links to your social media, as well as any other branded profiles that you manage.

/

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✦ Digging Into Your Ideal Customer

Here's where we get insight into who your target market is and what your ideal customer looks like. Please be as specific as possible, this is the raw material we need to build all of our audiences and angles for our campaigns!

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✦ Demographics

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What's your ideal customer's age range and gender? ^*

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Which countries they live in? ^*

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What's their income and education level? ^*

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What job positions or roles do they usually occupy? ^*

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✦ Psychographics

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What are their values and beliefs? ^*

/

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What are their interests and hobbies? ^*

/

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What are their goals and aspirations? ^*

/

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What kind of lifestyle do they lead? ^*

/

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✦ Consideration Behaviour

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What factors influence their purchasing decisions? ^*

/

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How loyal are they to brands they like? ^*

0 (Not loyal at all)

1

2

3

4

5 (Die-hard loyal)

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What problems or challenges do they face in their daily lives? ^*

/

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What needs or desires does your product or service fulfill? ^*

/

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What solutions are they currently using, if any, to address their problems? ^*

/

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What brands (outside your niche) are they loyal to? (ex. starbucks, Nike, etc...) ^*

/

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What is their budget range for the product or service you offer? Are they price-sensitive or willing to pay for premium? ^*

/

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✦ Purchase Behaviour

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Which websites or blogs do they visit to make purchase decisions? ^*

(Yelp, Trustpilot, Google Reviews, Youtube etc...)

/

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Which type(s) of content would have the highest chance of converting them/convincing them to buy your product? ^*

Podcasts

YouTube Videos

Social Media Influencers

Magazines

Blogs

Articles

Newsletters

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How do they become aware of your product/service? ^*

What steps do they typically take in the decision-making process? Are there specific triggers that lead to a purchase?

/

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What is their potential lifetime value as a customer (e.g., repeat purchases, referrals)? ^*

In what ways are you currently engaging with your customers to increase LTV?

/

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✦ Market Positioning

This is the section that will give us a clearer idea as to where your brand is currently sitting in the marketplace, and exactly how different/alike you may be to your main competitors.

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Who are your main competitors? (List names + URLs) ^*

/

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What differentiates you from those competitors? ^*

/

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What are the main UVPs/USPs for your brand/product? ^*

/

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List the marketing angles that have worked extremely well in the past. ^*

/

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List the marketing angles that had failed in the past. ^*

/

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✌️ Two More Quick Ones

We appreciate you taking the time to fully fill out and submit this form, the hard part is over!

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How was your experience with our onboarding system? ^*

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Any suggestions/improvements?

/

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Thank you! 🙌

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Simpli Scaled Onboarding Form

Please fill out the fields below to the best of your abilities, with as much detail as possible! If you encounter any issues in the process please do not hesitate to reach out to our team.

⏰ ~ 30mins

✦ Software Access

✦ Brand Asset Access

✦ Digging Into Your Ideal Customer

✦ Demographics

✦ Psychographics

✦ Consideration Behaviour

✦ Purchase Behaviour

✦ Market Positioning

✌️ Two More Quick Ones

How was your experience with our onboarding system? ^*

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Simpli Scaled Onboarding Form

Please fill out the fields below to the best of your abilities, with as much detail as possible! If you encounter any issues in the process please do not hesitate to reach out to our team.⏰ ~ 30mins

✦ Software Access

✦ Brand Asset Access

✦ Digging Into Your Ideal Customer

✦ Demographics

✦ Psychographics

✦ Consideration Behaviour

✦ Purchase Behaviour

✦ Market Positioning

✌️ Two More Quick Ones

How was your experience with our onboarding system? *

Thank you! 🙌

Please fill out the fields below to the best of your abilities, with as much detail as possible! If you encounter any issues in the process please do not hesitate to reach out to our team.

⏰ ~ 30mins

How was your experience with our onboarding system? ^*