First Digital Marketing Agency

Client Onboarding &
Business Discovery

FDMA CLIENT ONBOARDING & BUSINESS DISCOVERY FORM

First Digital Marketing Agency (FDMA)

Making Your Business Growth First!

Welcome to FDMA

Thank you for choosing FDMA as your growth partner.

This form helps our team understand your business, brand, customers, current digital presence, priorities and expectations so we can develop the right strategy and begin execution quickly.

Please provide as much information as is currently available. You may write N/A where a question does not apply.

Estimated completion time: 10–15 minutes.

SECTION 1 — COMPANY INFORMATION

SECTION 2 — PRODUCTS, SERVICES & REVENUE PRIORITIES

SECTION 3 — YOUR CUSTOMERS

Describe your typical customer in terms of age, location, profession/business type, interests or other important characteristics.

SECTION 4 — BUSINESS GOALS

Examples: monthly revenue, number of leads, bookings, sales, registrations, website visits, followers, enquiries, etc.

SECTION 5 — BRAND & POSITIONING

Brand AssetYesNoNeeds Improvement
Logo
Brand Guidelines
Defined Brand Colours
Brand Fonts
Brand Messaging
Company Profile
Professional Photography
Product Photography
Video Assets

SECTION 6 — DIGITAL PRESENCE

SECTION 7 — SALES & LEAD MANAGEMENT

Example: Instagram → WhatsApp → Sales Rep → Payment.

SECTION 8 — COMPETITORS & MARKET

SECTION 9 — CONTENT, PR & COMMUNICATION

SECTION 10 — ASSETS & ACCESS

Security Notice: Please DO NOT enter personal passwords into this form.

FDMA will provide instructions for securely granting appropriate team/partner access to required platforms.

SECTION 11 — WORKING WITH FDMA

Ready To Transform Your Business?

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