1. Customer ______________________________________
Info ______________________________________
Log Sales Rep
______________________________________
Name Here
______________________________________
______________________________________
______________________________________
______________________________________
______________________________ WEBSITE
______________________________ MOBILE SITE
______________________________ BLOG
Media Satisfied Y/N?
Page
Handle_____________________
_______________________________________ Name_______________________
#updates/Month_____________
_______________________________________ #updates/Month_____________
_______________________________________ # of followers_____________
# of likes___________________
______________________________________
Channel
_____________________________________ Brand Page?_______________ Name_________________________
_____________________________________ #updates/Month_____________ #Subscribers___________________
Company Page?_________________
Average Transaction Amount $_____________________ # Circled_______________ # of Videos____________________
Groups?_______________________
Purchases/year/customer#_________________________
Average # New Customers/month # _________________ Job Postings?___________________
Participates in Deals:
Average Cost per lead: $___________________________ Groupon
Living Social
UT Deals
Sending a Monthly Newsletter?_____________
Other: ________________________
# of Member List?_______________________
_______ _____________ __________ ____________
Lead capture from website/social?__________
_______ _____________ __________ ____________
Average CPC: $_______________________ Log Date Completed Here
2. Theme:
Colors:
Website Visit Redemption/download
Email Open Survey Offer:
View Maps/Directions
Click Embed Calls to Action:
Impression Copy
Comment Print
Rating Time Spent
Review Share of Voice
Facebook Like Post to blog Branding
Twitter Follower Post discussion board Tracking & Measurement Direct Response
Newsletter Sign-Up Seek additional information
Both
Audio Listen Download
Video View Involvement with ad Theme:
Easy access to website analytics?
Increase Forward to a friend Call tracking & recording phone number?
Colors:
Ranking/Visibility Provide feedback Data capture form with source analytics? Marketing
Mobile Tap Provide suggestion Offer: Who takes care of website Focus
Entry /Contest Referrals analytics?______________________________
Entry sweepstakes Page Views Calls to Action:
Lead Capture Form QR Code Interaction
Phone Call SMS Text Message
Share Purchase
Build Email Database Coupon
In Store Visit Other (check currently doing and circle proposed)
High Impact Banner Ads Pandora
Geography Events Internet Radio
Sponsorships Radio
Websites Contests TV
Behavioral
UTSanDiego.com Email Social
Demographic DiscoverSD.com Video Facebook
Deals Promotion Twitter
SanDiegoRed.com Print Search
Age Ethnicity
Other:___________ Magazine Paid
Gender iPad Organic
M F Both Income Other Apps Maps
Advertorial/Blogs Mobile
Day Part ____________ Frequency # ____/week/month Phone Ad Networks