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Digital Marketing Checklist

If you want to Check prerequisites before starting a digital marketing campaign for a new client, here's a Google Form Checklist designed to assess the readiness of your client. This checklist ensures that the necessary foundations are in place for effective digital marketing:

Digital Marketing Prerequisite Checklist for New Clients

1. Business Information

  • Business Name:
    (Short Answer)

  • Business Industry:
    (Multiple Choice)

    • E-commerce
    • Real Estate
    • Health & Wellness
    • Education
    • Technology
    • Finance
    • Other (please specify)

  • Website URL:
    (Short Answer)

  • Business Address:
    (Short Answer)

2. Online Presence & Website

  • Do you have a live website?
    (Multiple Choice)

    • Yes
    • No

  • Is your website mobile-friendly?
    (Multiple Choice)

    • Yes
    • No

  • Does your website have clear CTAs (Call to Actions)?
    (Multiple Choice)

    • Yes
    • No

  • Is your website optimized for search engines (SEO)?
    (Multiple Choice)

    • Yes
    • No
    • Not sure

  • Do you have Google Analytics installed on your website?
    (Multiple Choice)

    • Yes
    • No
    • Not sure

3. Social Media Presence

  • Do you currently have social media accounts for your business?
    (Multiple Choice)

    • Yes
    • No

  • Which platforms are you using?
    (Checkboxes)

    • Facebook
    • Instagram
    • LinkedIn
    • Twitter
    • Pinterest
    • TikTok
    • YouTube
    • Other (please specify)

  • Do you have consistent branding across your social media accounts?
    (Multiple Choice)

    • Yes
    • No

  • Are you actively posting on social media?
    (Multiple Choice)

    • Yes
    • No
    • Not consistently

4. Content & SEO Strategy

  • Do you have a blog on your website?
    (Multiple Choice)

    • Yes
    • No

  • Do you regularly publish content on your blog or website?
    (Multiple Choice)

    • Yes
    • No
    • Occasionally

  • Do you know the most important keywords for your business?
    (Multiple Choice)

    • Yes
    • No
    • Not sure

  • Do you use any SEO tools (e.g., Google Keyword Planner, SEMrush, Ahrefs)?
    (Multiple Choice)

    • Yes
    • No
    • Not sure

  • Is your website content optimized for SEO (e.g., meta tags, alt text, keyword usage)?
    (Multiple Choice)

    • Yes
    • No
    • Not sure

5. Email Marketing & CRM

  • Do you have an email list?
    (Multiple Choice)

    • Yes
    • No

  • Do you use any email marketing software (e.g., Mailchimp, ConvertKit)?
    (Multiple Choice)

    • Yes
    • No

  • Do you have automated email campaigns in place?
    (Multiple Choice)

    • Yes
    • No
    • Not yet

  • Do you have a CRM (Customer Relationship Management) system in place?
    (Multiple Choice)

    • Yes
    • No

6. Paid Advertising & Budget

  • Have you run paid ads before (Google Ads, Facebook Ads, etc.)?
    (Multiple Choice)

    • Yes
    • No

  • Do you have a budget allocated for paid advertising?
    (Multiple Choice)

    • Yes
    • No

  • Are you familiar with how paid advertising works (PPC, CPC, etc.)?
    (Multiple Choice)

    • Yes
    • No

  • Do you have defined goals for paid campaigns (e.g., lead generation, brand awareness)?
    (Multiple Choice)

    • Yes
    • No

7. Competitors & Market Understanding

  • Do you have identified competitors?
    (Multiple Choice)

    • Yes
    • No

  • Do you track competitor activity (e.g., social media, paid ads)?
    (Multiple Choice)

    • Yes
    • No

  • What makes your business unique compared to your competitors?
    (Paragraph)

8. Goals & Expectations

  • What are your primary business goals in the next 6 months?
    (Checkboxes)

    • Increase brand awareness
    • Generate leads
    • Drive traffic to my website
    • Increase sales
    • Improve customer engagement
    • Other (please specify)

  • What is your preferred timeline for seeing results?
    (Short Answer)

  • What are your expectations from digital marketing services?
    (Paragraph)

9. General Readiness

  • Do you have the resources (team, content, tools) in place for digital marketing?
    (Multiple Choice)

    • Yes
    • No
    • Not sure

  • Are you prepared to invest in ongoing digital marketing efforts (time, budget, etc.)?
    (Multiple Choice)

    • Yes
    • No

  • Are you open to feedback and recommendations for improving your digital marketing efforts?
    (Multiple Choice)

    • Yes
    • No

This Google Form checklist will help you assess if your new client is ready for digital marketing services. It also provides valuable insights into their current capabilities, expectations, and needs to ensure a successful partnership.

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