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1
Overview
2
Type of Project
3
Success Criteria
4
Review
Overview
Are you trying to sell a product or service?
What is your target market?
Will you provide us with content, or will you need some of our content creation services?
Which of the following will you supply us with?
Content/Copywriting
Logo
Photography
Illustrations
Video
Do you have a marketing plan?
No
Yes
Is any of your advertising covered by co-op money?
No
Yes
Requirements, Constraints, and Deliverables
What technical or IT requirements should we be aware of?
Do we need to follow any brand standards?
What industry specific regulations or legal requirements should be aware of?
For example, some industries have to comply with OSHA, HIPAA or other industry-specific laws.
Type of Project
Services
*
Please check all that apply below to indicate which services you are interested in performing with Octane.
Website
Search Engine Optimization (SEO)
Pay-Per-Click Campaign
Social Media
Print / Direct Mail
Email Campaigns
Video/Photography
Website Development
What type of website project is this?
New Website
Update
eCommerce
Web Application
Landing Pages
Would you like Octane to host your website on our dedicated server?
We perform routine maintenance, security updates, software upgrades, and backups.
Yes
No
Please list any 3rd-party software, systems, or programs (including email or invoicing/scheduling software) that should be integrated into your website.
Please separate using commas.
Please list any functional requirements for your website:
This includes things like calendars, calculators, payment systems, social media integration, interactive forms and other functionality you would like.
Please list any non-functional requirements for your website:
This includes things like browser support, up-time, and speed.
How many products do you have?
What eCommerce platform are you using currently?
What payment processor are you using?
Do you have an account with USPS, UPS, or FedEx for shipping?
We also recommend Stripe or Authorize.net for payment processors.
Search Engine Optimization
Which level of SEO service are you interested in?
Local SEO
Basic On-Site SEO
Full SEO Package
Video SEO
Search Engine Marketing (SEM) / Pay-Per-Click (PPC) Campaigns
Which digital Advertising channels are you interested in?
Google Adwords
Facebook Ads
Bing Ads
Other
Social Media
Which social media services are you interested in?
Profile Creation
Profile Design
Consulting
Full Service
Which social media platforms are you interested in?
Facebook
Twitter
Google+
Instagram
Pinterest
Other
Print / Direct Mail
Quantity
Page Count
Ink Colors
Full Color (CMYK)
Spot/Pantone Color
Final Dimensions
(Width x Height x Depth)
Paper Stock
Print paper you plan to use.
Special Instructions
Finishing, folds, varnishes, or binding.
Email Campaigns
Which email services are you interested in?
List Management
Content Creation
Template Design
Video / Photography
Which photography services are you interested in?
Headshots
Product Shots
On-Site Photo Shoot
How many employees?
How many products?
What video services are you interested in?
Scripting
Shooting
Editing
Full Production
Digital Distribution
Do you have any current videos, a YouTube channel, etc.?
Success Criteria
What are your overall goals? What are your pain points or marketing challenges?
For Example: You may want to acquire new customers, increase brand awareness for a specific demographic or reduce support calls.
What is your single most important goal?
How will you judge a successful project?
This is usually a quantitative objective such as improved sales rates or higher ranking on search engines.
Review
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