General Onboarding

Clients of C47 Film Associates (new and existing) can fill out this form to help us help your business. It’s detailed, and you should be detailed about it. We’ll learn about you and then work together to reach your goals.

Basic Info

Business Name

Year Established

Owner Name 1

Owner Name 2

Industry

Industry Niche

Industry Notes (500)

What my business does is ______.

Give a short, 1 liner description of your business.

Business Description

Limit yourself to only 1 paragraph. Avoid product offerings, that’s the next set of fields.

Our Top Product Offering is ____________.

The product we need to promote right now is ______.

Main URL

Other Important URL

Social Media

Facebook

Instagram

Twitter

TikTok

Podcast

Contact Info

Mailing Address

Physical Address

Main Phone Number

Main Contact's Name

Phone – Direct Contact

Phone – Cell

Important Big Dreaming

Mission Statement

Vision Statement

Goals

WHY?

What is your business’ “WHY”?

Status Check-up

Keywords: What would someone type into Google to try to find someone like you?

Separate by semi-colon

Keywords: Who in your market might come up in this search?

Separate by semi-colon

Competitors (List your top 3)

Separate by semi-colon

Collaborators (List your top 3)

Separate by semi-colon

Vendors (List your top 5)

Separate by semi-colon

What websites do you trust to educate you about your industry?

Trade orgs, blogs, magazines, even YouTube Channels count.

What organic marketing do you do?

Free social media, writing blogs, membership in organizations, volunteerism, email marketing and newsletters, etc.

What PAID marketing do you do?

Paid Social Media, TV Ads, Magazine Ads, Radio Ads, Billboards, Vehicle Wraps, Event Sponsorships, Influencer Marketing, etc.

Leader/Entrepreneur Section

Business Leadership Type

I work ON my business most.

I work IN my business by necessity.

People hire my business because of my reputation.

People don’t know who I am (by choice).

People don’t know who I am (and they should).

Sales are dependent on me.

I delegate as much as I can.

I have employees to do “that”.

I have automations to do “that”.

These attributes fit me as a leader in my business.

The reason I'm in my role is…

What is your origin story?

The reason I'm an entrepreneur is…

What is your origin story?

What sets me apart is…

Tell us what makes YOU (not your business) unique.

Personal-Professional Inventory

I have many years of business experience.

I have many relevant awards to my name.

I have celebrity status in my industry.

I have stats that quantify my success in business.

I have a public business persona that people recognize.

Personal Life Inventory

I have many non-business accolades to my name.

I have celebrity status unrelated to my business life.

I have a unique personal story that I DO NOT connect to my business.

I have a lifestyle that qualifies my success in life.

I have a personal life that is on public display.

DISC PROFILE

High D

High I

High S

High C

Use only if you know your DISC Profile

DISC PROFILE – 2nd Dominant

High D

High I

High S

High C

You may have 2 highly dominant traits. Pick the second here.

DISC PROFILE – Least

Low D

Low I

Low S

Low C

Are you notably NOT one of the 4 personalities?

Sales Section

Most of our sales come from

Word of Mouth

Walk-ins

Networking

Cold Calling

Inbound Marketing Leads

Website inquiries

Digital Funnels

Social Media – Organic

Social Media – Paid

The #1 Sales Source we need to work on is

Word of Mouth

Walk-ins

Networking

Cold Calling

Inbound Marketing Leads

Website inquiries

Digital Funnels

Social Media – Organic

Social Media – Paid

We have a defined sales process

Yes

Working on it

I need help with this!

Sales Description

In short, describe how you get sales. How long does it take to close a sale? Who does the work to get leads and who closes them? How do you track them?

Survey Section

Marketing Interests (check all that apply)

Video Marketing – Paid Ads

Video Marketing – Company Videos

Video Marketing – FAQ’s

Social Media Management

Social Media Advertising

Branding/Re-Branding

Print, Environmental, Other

Sales & Lead Gen

Guerrilla Marketing & WOW Factor

I Don’t Know/I Need Help

My Budget is…

$1000-1500/mo

$1500-2500/mo

$2500-5000/mo

$5000+/mo

1x Budget of under $10K

1x Budget of under $25K

1x Budget of under $100K

$100K+

Other

Enter Your Budget

My #1 Concern for my business is…

Advertising

Branding

Podcasting

Print Advertising/Mailers

SEO & Blogging

Social Media Management

Video Production

Vlogging

Web Design

Other

Current Client Status

Current C47 Films Client

Past C47 Films Client

New Client, you’ve met me

New Client, we have not met yet

Consent

I agree to the privacy policy.

I understand that this document is a freely available worksheet where no guarantees of data security and secrecy are made. I have NOT input trade secrets on this document and understand that, while no efforts are made to publicize my data, no efforts are made to hide my data either. I further agree that C47 Film Associates and it’s affiliates, subsidiaries and consignees may contact me regarding my business to offer help and services – paid or unpaid – and I am under no obligation to pay for consultations beyond existing agreements that may be in place with C47 Film Associates.