Project Planner

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Project Planner
This is a questionnaire that will help us to understand your needs. It's important that people connect with your brand. Your brand could include your logo, business cards, signage, website, videos, social media, etc. Your brand is your identity as a business or an organization. Your logo should command attention. Your brand should tell your story.
I'm interested in:*
Choose the service you're interested in. Fill out one project planner per service.
Are you returning to fill out an additional project planner for a separate service?*
Name
First Last
Date
Date Format: MM slash DD slash YYYY
Email
Phone

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Business Information
Website URL
If you don't have one, what is the domain you would like to have?
Social Media URL's
Add in all of your social media url's so our team can see your existing online marketing presence.
What does your business or organization do?
Briefly, describe what your business or organization does and it's history.
Do you have a slogan or tagline that speaks to your mission or values?
What challenges is your business currently struggling to address?
Your Audience
Who is your target audience and what do they care about?
Where/how do your people learn about your company/organization/product/service?
What can we say or show that will help?
How can we support the desired take-away? What information or story (if any) do we need to include?
What do we need to incite and convey?
This is what the audience walks away with - what we want them to think/feel/do. It’s not literally what the advertising needs to say.
What sets you apart from similar businesses or organizations? What's your niche?
Do you currently have a brand/identity?

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Website Details
What is your estimated budget?
What is your estimated project deadline?
Date Format: MM slash DD slash YYYY
Do you have a domain name registered?
Do you currently have hosting for your website?
Why do you want a new website? What is the purpose of the website?
For New Websites: What content will be needed for the site?
Provide an outline of all the pages that need to be included. You can list the outline here or provide a google link doc. Optionally, you can provide a word document in the upload question at the end of this section.
For Redesigns: What content will be needed for the site?
If you're copy is going to be 80% similar to your existing website, please provide the link to your sitemap. Provide an outline of all the pages that need to be changed. You can list the outline here or provide a google link doc. Optionally, you can provide a word document in the upload question at the end of this section.
Is the content/copy already developed or does it still need to be produced?
What other elements will be needed on the website?
Shift + Select for Multiple Selections
What direction is there for style and tone?
This means colors, typography, how the brand looks, etc. If the brand guidelines are addressed in your style guide or brand book, you can optionally upload these at the end of this section.
Please list the links of 2-3 websites that you like. Explain why are they attractive to you.
Try searching on Google using "keywords + website" Example: Minimalistic website
Do you have professional photos to use for the website?
If a blog is needed, do you have previous blog archives that need to be loaded onto the website?
If there is a blog, which aspects are you interested in?
Shift + Select for Multiple Selections
What information would you like for the author boxes?
- Name
- Photo
- Title
- Bio
- Website
- Facebook URL
- Twitter Handle
- Instagram URL
- Other
What options would you like for your contact form?
- Name
- Organization
- Phone
- Email
- Message
- Other
Are there established, known brand equities within your industry that we should include or not include?
For example: The Beef industry typically uses a cattle symbol and the colors red and black. Should we use this or stay away? This decision will heavily depend on how you want to blend with your industry. -- For example: Non profit or CBO websites tend to require that the mission statement is on the home page.
Upload Files
1) Logins/Passwords for Domain Registrar, Hosting Company, Existing Wordpress Login, Newsletter Program, any other relevant login info (doc or excel)
2) Style Guide or Brand Book (pdf)
3) Logo files (preferably .ai or .eps)
4) Current Print Marketing Materials that showcase your brand (brochures, annual reports, etc.)
5) Outline of Copy for Website (doc)
Drop files here or

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Design Questions
What is your estimated budget?
What is your estimated project deadline?
Date Format: MM slash DD slash YYYY
What are we designing for?
It's helpful for us to know the extent that you wish to take your brand. Your brand is a journey. What types of materials are you hoping to include in your branding and why? It doesn't have to happen right now, but it's helpful for us to know. (For example: business cards, website, flyers, signage)
Will this project be used in print, on the web, etc.
If both, please check Select All.
- Select All
- Print
- Web/Digital
What direction is there for style and tone?
This means colors, typography, how the brand looks, etc. If the brand guidelines are addressed in your style guide or brand book, you can optionally upload these at the end of this section.
What direction is there for size?
For example: It's going to be a half fold or a tri-fold, printed front and back, etc.
Would you like us to handle printing?
Sometimes clients like a hands-off approach regarding print items to ensure the highest quality. We work with a couple of local printers for this service depending on the project scope, budget, and timeline.
Please list the links of 2-3 examples that you like. Explain why are they attractive to you.
Try searching on Google using "keywords + flyer" Example: Minimalistic Flyer
Are there established, known brand equities within your industry that we should include or not include?
For example: The Beef industry typically uses a cattle symbol and the colors red and black. Should we use this or stay away? This decision will heavily depend on how you want to blend with your industry.
Upload Files
1) Style Guide or Brand Book (pdf)
2) Logo files (preferably .ai or .eps)
3) Current Print Marketing Materials that showcase your brand (brochures, annual reports, etc.)
5) Outline of Copy for Design (doc)
Drop files here or

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Video Production
What is your estimated budget?
What is your estimated project deadline?
Date Format: MM slash DD slash YYYY
How many videos are you wanting to complete?
What is the target video length (for each video if multiple)?
What is the purpose of the video? Why is this story important? Why should people care?
Who is your target audience for this video(s)?
How will the video(s) be used?
Click the value to select.
- Website
- Social Media
- Internal Meetings/Presentations
- Broadcast/TV/Etc.
What do you envision for the video(s)?
Click the value to select.
- Interviews
- Script w/ voiceover
- Script w/ on camera talent
- Reenactment or role-play
- Instructional w/ on camera talent
- Secondary Footage (b-roll)
- Photos
If the video contains interviews, how many interviews need to be filmed?
How many locations do you anticipate for filming?
These could be locations for the interview or b-roll.

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Social Media Marketing
Our team creates 45 day campaigns that revolve around a theme/message that you are trying to promote through your social media platforms. The campaign will be composed of components such as video production, graphic design, and/or photography. Each campaign will have a specific goal that you will be trying to meet whether it be raising awareness, promoting an event, a public service announcement, etc.
Do you currently have a marketing director or communications officer?
What social media platforms are you currently using?
- None
- Facebook
- Twitter
- Instagram
- Snapchat
- Pinterest
- Other
Do you have a website?
Why do you want to do social media marketing?
It's helpful for our team to know your purpose when you engage on social media.
- Gain followers
- Tell your story
- Brand awareness
- Selling a product
- Starting a business or CBO
- Other
Explain your current marketing situation and touchpoints.
Website, brochures, flyers, events, etc.
On a scale of 1-5, how tech savvy are you when it comes to social media?
- 1
- 2
- 3
- 4
- 5

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Did we miss something?
Thank you for filling out our project planner!
Let us know if there was something we missed.

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Project Planner

Business Information

Your Audience

Website Details

Design Questions

Video Production

Social Media Marketing

Did we miss something?