Main Contact
Name *
Main Contact Phone Number *
Main Contact Phone Number
Company Info
Fax Number (if necessary)
Fax Number (if necessary)
Where do you operate?
Social Media Presence
Does your company utilize social media? (Check all that apply)
Would you be interested in using social media to advance your digital presence?
The Brand
For example, The Health Management Academy is referred to as The Academy or HMA.
Do you have a tagline or motto that you use currently?
Do you have a logo currently?
If you answer yes, please email that to or provide a link to the image below.
The History
When did you start the company?
When did you start the company?
The Employees
Men, women, ethnically diverse, skilled experts? Do they have many years of experience, are they honest and trustworthy? Describe who your people are and why you hired them.
Are you hiring?
Target Audience & Current Clients
Describe your clients. Who are they, what do they do, what are they looking for?
Are you trying to expand your audience? How would you like the new audience to be different from your current audience?
Do you have returning clients?
Do you have clients that have referred you to others?
Do you have clients that would be willing to fill out a survey about their experiences with you?
Products & Services
Briefly describe what you're selling or your services.
Do you have multiple products/services?
Are your products or services unique?
The Extras
Thank you for taking some time to answer these questions. This will be helpful as we start creating your digital portfolio. If I have any questions about your answers, I'll reach out to you to discuss!