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Discovery Call Information
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Date
*
Company Name:
*
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Company Contact Name:
*
Company Contact Email:
*
How did you hear about Bowe Digital?:
*
Social Media:
What platforms are you active on today? (click all that apply)
Facebook
Instagram
X (formerly Twitter)
LinkedIn
TikTok
YouTube Channel
Snapchat
Pinterest
What platforms are you interested in being active on? (click all that apply)
Facebook
Instagram
X (formerly Twitter)
LinkedIn
TikTok
YouTube Channel
Snapchat
Pinterest
Do you have access to your login credentials or appropriate access for each account? Please describe in detail.
Are you interested in content being posted on the personal accounts of your leadership/sales team for example on LinkedIn or Instagram?
Yes
No
What is your goal with social media activity?
Are you interested in highlighting staff milestones (birthdays, work anniversaries, etc.)?
Yes
No
What does a win look like in the first 3 months?
Do you have a Google business page?
Yes
No
Additional notes
Websites:
Do you currently have a website?
Yes
No
What is the url?
Do you have any additional URLs or domains we should know about?
Yes
No
What are they?
Do you own your current website?
Yes
No
Do you have access to the backend of your site to make edits? Please be prepared to provide those details.
Yes
No
Who is your target audience for the website?
What do you want people to be able to accomplish on your site?
Do you want Bowe Digital to host your site?
Yes
No
If not then who will be hosting the site?
What is your timeline for completion of the site?
Who will be responsible for approving content and communicating with our team for this project? Provide name, title and email address.
Do you plan to have a calculator on your site?
Yes
No
Do you have a Google business page?
Yes
No
What is the URL?
Additional notes
Marketing Emails/Blogs:
How big is your email contact list?
Do you currently use an email platform like Constant Contact, MailChimp, etc.?
Yes
No
If yes, do you want to continue to use them? Be prepared to provide login details for those platforms.
Yes
No
Where do you plan to upload your blogs?
How will you be promoting your blog?
How are you promoting your marketing email campaigns?
Additional notes
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