Contact Information

Company Name *
Company Website *

Primary Contact

First Name *
Last Name *
Email *
Phone Number *

Secondary Contact

First Name
Last Name
Email
Phone
• Can you make edits to your web page (install tracking codes, etc.)?
  Yes No

Who should we contact for any needed code installations?

First Name
Last Name
Email
Phone

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Business Overview

• Accountholder Eligibility
• Locations
Competitor 1
Competitor 1 website
Competitor 2
Competitor 2 website
Competitor 3
Competitor 3 website
Competitor 4
Competitor 4 website
• Your competitive advantages
• Your monthly ad spend

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Marketing Goals for the Next 3–6 Months

• General goals (ex. increase deposits)
• How will success be measured (ex. applications, new accountholders, etc.)
• Phone number to track calls from ads
• Website actions to track as conversions (please list)

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Products/Services:

What products, campaigns, promotions and/or services do you want to focus advertising on? Please provide 3-5 (ex. general awareness, certificates, HELOCs, auto loans) Include direct links to your website for each topic and list in order of importance.

Promotion 1 *
Website Link *
Promotion 2 *
Website Link *
Promotion 3 *
Website Link *
Promotion 4
Website Link
Promotion 5
Website Link
• Is there anything you do NOT want to advertise?
• Do you have a different product focus or strategy for remarketing/cross selling?

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Targeting

• Location(s) to target
• Location(s) to exclude
• Target audience (list demographics)
• Anyone that we should not target (list demographics)
• Most important to you (ex. price, quality, availability, reputation, etc.)
• Advantages you offer over your competition that would appeal to your target
• Any seasonality changes?
• Any reason to schedule your ads during a certain time of day?

Submit