Campaign in a Box | Intake Form

Campaign point of contact

First Name

Last Name

Email Address

Program Name

What are the key elements of your business that set it apart from competitors? (e.g., the value
proposition, why would someone choose your business or use your product instead of another?)

Are there buyers' pain points to address?

How long is the sales or buying cycle?

Can you share a bit about the buying process or sales channels?

Are there any current offers in market and if so, what is being promoted?

What is your goal for this campaign? (e.g., brand awareness, lead generation, specific
offer/program)

What specific campaign metrics, if any, are you looking to achieve?

Will your campaign need to be product specific? If so, provide details.

What insights/background can you share about your target audience?

Do you have a final recipient list for the campaign?*

YesNo

[group includes_email_addresses]

Does your recipient list include email addresses?*

YesNo

[/group] [group list_development]

Is your recipient list under development?*

YesNo

[/group]

Are you currently performing any type of email list hygiene / cleanup?*

YesNo

[group list-hygiene-details]

Any details to share about list cleanup?

[/group]

Is there specific segmentation to be aware of?*

YesNo

[group segmentation-details]

Any details to share about segmentation?

[/group]

How often are you currently engaging with your lists?

Please upload existing brand guidelines / assets (logos, fonts, guides, hero imagery):

Do you have relevant marketing assets, resources, content that we can reference?

If you are able to link to any landing pages or email preview links you have, please share below

How much existing content aligns with the offer/program you’re looking to promote with this
campaign?

What is your current landing page / website platform? (Wordpress, Hubspot, etc.)

For this campaign, what points of conversion do you have in mind?

Do you have an existing form that could be leveraged for conversion by prospects visiting your
landing page?

What data points do you want to capture (e.g., first name, last name, email address, company name,
title, zip code, lead qualifying questions, etc.)?

Which of the above data points, if any, should be required?

Do you have an email address (or multiple) that a prospect can reach out to? (e.g. reply-to email
address, BDM emails, etc.)

Do you have a phone number (or multiple) that prospects can call for follow-up?*

YesNo

[group prospect_phone_cf]

Please share the phone number(s) that prospects can call for a follow-up

Is this a direct-to-sales phone number or a call center?

Direct-to-sales lineCall center line

[/group]

Will call scripts be required for this campaign?*

YesNo

Does your program have a LinkedIn page or showcase page?*

YesNo

[group linkedin_url]

Please share the URL

[/group]

Are you currently or have you ever run ads on LinkedIn?*

YesNo

[group linkedin_addl_fields]

How successful were your LinkedIn ads?

Upload examples of your LinkedIn ads:

[/group]

Standard campaign elements include:

Email list management
Four (4) Emails - creation & deployment
One (1) Landing Page
One (1) Call Script
One (1) Blog Content
One (1) LinkedIn Ad - 3 sizes*
One (1) Post-Campaign Report
Setup and Planning Fee 18%
Account/Project Management Fee 7%

Will you require any changes to the standard recommended
campaign elements listed above?*

NoYes

[group addl_elements_needed]

If you require changes, please describe below.

[/group]

Any key milestones/dates to note? (e.g. offer deadline, internal goals, targeted campaign launch,
etc.)

The estimated timing to build and launch a Standard campaign is about (5) weeks. Any changes to the Standard campaign items could incur additional timing.

Thank you! Someone from Constellation's marketing department will be in touch with you soon.