Client Expectation Sheet - Step 1 of 7 WHY YOU FILL THIS FORM You fill in this form because we would like to know the information you provide to us for understanding your EXPECTATION (i.e. Not your current status) so as to customize a digital marketing strategy which assist you to achieve your sales and marketing objectives for you. We will endeavor to protect the information you provided to us based on our Privacy Policy HOW TO USE THIS FORM 1. You will receive the summary of what you have filled immediately after you have submitted the form. In case you find you fill in something wrongly, simply click the "Go Back" button in the top left corner of the browser. You will find all the value you wrote are still inside the field. 2. If there are too many information that you cannot fill in the form in one time, you can submit the information of your company by separating as many entries as you want. FORM INDEX Prerequisite [A] Required Information Expectations [B] Expected Marketing Parameters [C] Expected Transaction Parameters [D] Expected Promotion Parameters [E] Expected Target Audience Parameters [F] Expected Digital Assets Status [G] Expected Resource Parameters[A] Required InformationCompany | Brand Name *Company Name or Brand Name which the filling information is relating to.Filler Full Name *Full Name of the person who fill in this formFiller Email *The Email of the person who fill in this formNext[B] Expected Market ParametersExpected Factors relating to Market Environment[B.1] Expected Business ModelB2BB2CB2B2CA model which explain how the product or service flows from your Company to the end-user.[B.2] Current Industry[B.3] Role In IndustryBrand OwnerService ProviderManufacturerODMOEMSole DistributorDistributorRetailerFranchisorFranchisee[B.4] Expected Market Competition- Please Select -Blue OceanMonopolyOligopolyPrefect CompetitionHow many competitors are in the market[B.5] Expected Brand Awareness- Please Select -No BodyStart UpQuite CommonWell KnownIconicThe market position of your Brand.[B.6] Top 3 Direct CompetitorsName 3 Direct Competitors with (i) Brand Name ,(ii) Website or FB Page (iii) Location[B.7] Expected Type of DeliverableProductServiceWhat you based on to charge your Client.[B.8] Expected Range of Deliverable-- Please Select --under 1010 - 2021 - 5051 - 100100 +Number of SKU in your Price List. (Deliverable = Service | Product you provide to client) (SKU means Stock Keeping Unit)[B.9] Expected Deliverable Type Awareness-- Please Select --PioneerNew and UptrendVery HotSaturatedDecliningPopularity of your Deliverable Type in the market[B.10] Expected Deliverable DifferentiationTailor MadeBetter QualityBetter ServiceUnique ProductLower PriceBetter MarketingBetter NetworkStrong RelationshipBetter Sales RepCapital IntensiveGood Brand NameProfessionismSecret RecipeGood LocationGood Company ScaleLess RiskFast DeliverStable SupplyFuel Their DreamEase Their FearCure LonelynessBring HappinessHelp Them Earn MoreAddictionTime SaverStep Up Their SuperiorityWhy you are outstanding among your competitors[B.11] Expected Peak SeasonAnniversaryNew YearCNYValentine's DayFinancial Year EndEasterLabour FestivalMother's DayFather's DaySummerChinese National DayChinese Valentine's DayBack to SchoolSemester BreakMid Autumn FestivalChinese National DayHalloweenDouble 11Chinese Winter FestivalChristmasWhen will the Peak Season for the End User to purchase from you[B.12] Expected Daily Peak HourBreakfastBrunchLunchTeadinnerLate night snackWhen will the daily peak hour for the End User to purchase from you[B.13] Expected Triggering Life EventBirthdayGraduatedAttending Ball or EventWeddingEngagedPromotedSeeking JobFurther StudyBuy PropertyTravellingBecome ParentStart a BusinessIllnessRetiredDeathWhat are (is) the Triggering Life Event(s) for the End User to purchase from you[B.13] Remarks - Market ExpectationWrite down the destination that you want to achieve.PreviousNext[C] Expected Transaction ParametersFactors affecting transaction[C.1] Expected Transaction Taking Place LocationIn Brick StoreEshopFB StoreIG StoreWeChat StoreTao BaoTmallFace To FaceAppTelephone OrderWhere the End User pay[C.2] Expected Order TriggerMonthly SubscriptionIn NeedOut of stockExisting Contract EndImpulsiveSocial InfluenceOn Event or FestivalWhat event(s) will trigger your client to buy from you.[C.3] Expected Acceptable Payment MethodCashPaypalBank InBank Transfer - Auto PayWeChat Pay - OnlineWeChat Pay - OfflineAlipay - OnlineAlipay - OfflinePay MeCredit Card InstalmentCredit CardChequeApple PayStripleOctopus CardPaydollarJETCOMPGS[C.4] Expected Hook Deliverable Name & URLYour Hook Product or Service. Can list more then 1. [Hook Deliverable] means you are selling the Product | Service in a special price which your aim is to bring new client to your company[C.5] Expected Hook Deliverable Per Order AmountAverage Sales Turnover of Hook Deliverable(s) - Per Transaction (HKD$) [C.6] Expected Hook Deliverable Buying Frequency -- Please Select --IrregularOn NeedPer DayPer WeekPer Semi WeekPer MonthPer QuarterPer Half YearPer YearHow often will a specific End User order the Hook Deliverable(s)[C.7] Expected Hero Deliverable Name & URLYour Hero Product(s) or Service(s). Can list more then 1. [Hero Deliverable] means the product which account for a major proportion of your sales turnover[C.8] Expected Hero Deliverable Per Order AmountAverage Sales Turnover of Hero Deliverable(s) - Per Transaction (HKD$)[C.9] Expected Hero Deliverable Buying Frequency -- Please Select --IrregularOn NeedPer DayPer WeekPer Semi WeekPer MonthPer QuarterPer Half YearPer YearHow often will a Specific End User order the Hero Deliverable(s)[C.10] Expected Hero Deliverable Client's Life Duration -- Please Select --One OffOne MonthOne QuarterHalf Year1 Year2 Years5 Years +How long will your client normally keep buying the Hero Product or Service from you if you serve him/her well)[C.11] Expected Deliverable Average Per Order AmountAverage Sales Turnover of Deliverable(s) - Per Transaction (HKD$)[C.12] Expected Deliverable Buying Frequency -- Please Select --IrregularOn NeedPer DayPer WeekPer Semi WeekPer MonthPer QuarterPer Half YearPer YearHow often will a Specific end user order the Deliverable from you[C.13] Expected Deliverable Client's Life Duration -- Please Select -- One OffOne MonthOne QuarterHalf Year1 Year2 Years5 Years +How long will your client normally keep buying the Product or Service from you if you serve him/her well)[C.14] Expected Placeholder Deliverable Name & URL[Placeholder] Deliverable means the Product | Service which is not aimed for selling.[C.15] Remarks - Transaction ExpecxtationWrite down the destination that you want to achieve.PreviousNext[D] Expected Promotion ParametersFor online and offline promotion[D.1] Expected Frequency of 2-way Communication by Channel How frequent you use the ways below to communicate with the end-user. 2-way means there is an interaction between Target Audience and you. Click the [STAR] to rate the frequency.EmailRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Never 5 - Most Often Facebook MessengeRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Never 5 - Most Often Face To FaceRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Never 5 - Most Often Phone-InRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Never 5 - Most Often SeminarRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Never 5 - Most Often Website Live ChatRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Never 5 - Most Often WeChatRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Never 5 - Most Often WhatsappRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Never 5 - Most Often [D.2] Expected Monthly Online Promotion Budget - Media Buy (HKD$)[Media Buy] means the ads fee that you pay to the promotion platform (e.g. Facebook) EXCLUDE the Ads Production Cost.[D.3] Expected Monthly Online Promotion Budget - Production Cost (HKD$)[Production Cost] means the cost you pay (either to your in house staff or outsource agency) to produce the ads. If the production is done by your in-house staff, calculate the production cost by : [No. of Hour of Production] x [Hourly Wages][D.4] Expected Monthly Online Promotion Budget Allocation How much you allocate to the promotion channel below. Click the [STAR] to rate the allocation level.E-CouponRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostE-NewsletterRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate Most Facebook AdsRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate Most Google AdsRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate Most Instagram AdsRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate Most KOLRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostOnline Business PlatformRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostPromotion IncentiveRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostSEORate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostSMS BroadcastRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate Most Web BannerRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostWeChat AdsRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate Most [D.5] Expected Monthly Offline Promotion Budget - Media Buy (HKD$)[Media Buy] means the ads fee that you pay to the promotion platform (e.g. TV ) EXCLUDE the Ads Production Cost.[D.6] Expected Monthly Offline Promotion Budget - Production Cost (HKD$)[Production Cost] means the cost you pay (either to your in house staff or outsource agency) to produce the ads. If the production is done by your in-house staff, calculate the production cost by : [No. of Hour of Production] x [Hourly Wages][D.7] Expected Monthly Offline Promotion Budget Allocation How much you allocate to the promotion channel below. Click the [STAR] to rate allocation level.Bill BoardRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostCouponRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostHK Post Office Circular ServiceRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostLeaflet DistributionRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostMember Referral Scheme IncentiveRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostPrinted-AdsRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostRoll Banner DistributionRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostSeminar HostingRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate MostTV & RadioRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - No Allocation 5 - Allocate Most[D.7] Remarks - Promotion ExpectationWrite down the destination that you want to achieve.PreviousNext[E] Expected Target Audience ParametersWhat Factors below do you think will affect the property of your Target Audience[E.1] Expected Target Audience Demographic Factors relating to the target audience that you think will affect the Marketing Strategy most. Click the [STAR] to rate the influence.Age GroupRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect MostEducation LevelRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect Most Family RoleRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect Most GenderRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect MostIncome LevelRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect Most Job TitleRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect MostLanguageRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect MostLiving LocationRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect MostNationalityRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect Most Working IndustryRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect Most Working LocationRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect MostWorking Time SlotRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect Most Worth LevelRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect Most Company Scale (B2B)Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect Most Company Industry (B2B)Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect Most [E.2] Expected Target Audience - Likelihood DemographicList Any factors | Interests | Hobbies in the demographic in [E.1] that you think are relevant to your target audience.[E.3] Expected Target Audience - Geo Geo Coverage of the Target Audience and why they are there. Local ResidentAll Around HKSpecific District of HKSpecific City of PRCSpecific Country of the WorldWorkerAll Around HKSpecific District of HKSpecific City of PRCSpecific Country of the WorldTourist From PRCAll Around HKSpecific District of HKSpecific City of PRCSpecific Country of the WorldExpatAll Around HKSpecific District of HKSpecific City of PRCSpecific Country of the WorldTourist Around the WorldAll Around HKSpecific District of HKSpecific City of PRCSpecific Country of the World[E.4] Expected Target Audience - Loyalty Level The loyalty level of target audience that you want to promote to. Click the [STAR] to rate the loyalty level.General PublicRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Ignore 5 - Focus The prospect who don't know your brand.Engaged ProspectRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Doesn't Matter 5 - Affect Most The Prospect in the middle of a specific stage of your Sales Cycle1st Time New ClientRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Ignore 5 - Focus The client who purchased from you at the 1st time.Recurrent ClientRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Ignore 5 - FocusMembersRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Ignore 5 - FocusVIPRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Ignore 5 - FocusInfluencersRate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 50 - Ignore 5 - Focus The client who loves to introduce your brands to other.[E.5] Whether End User is also a :PayerDecision MakerEnd-User is the people who used the product | service. [E.6] Remarks - Target Audience ExpectationWrite down the destination that you want to achieve.PreviousNext[F] Expected Digital Assets StatusHow your brand shows in front of people in digital world.[F.1] Expected Google Adwords Ads-- Please Select --On Air NowWas. But Now StopNever, and will neverNever, but willStopped, and will do again[F.2] Expected Google Display Network Ads-- Please Select --On Air NowWas. But Now StopNever, and will neverNever, but will Stopped, and will do again[F.3] Expected Google Re-Marketing-- Please Select --On Air NowWas. But Now StopNever, and will neverNever, but willStopped, and will do againNo idea what is Re-Marketing[F.4] Expected Google Analytics Installed-- Please Select --On Air NowWas. But Now StopNever, and will neverNever, but willStopped, and will do againNo idea what is Google AnalyticsNo Website[F.5] Expected SEOTop 3 Pages in Google Search ResultGoogle - ExcerptGoogle - Rich CardGoogle - Local Knowledge PanelGoogle - Brand Knowledge PanelLinks that need to disavowWhat content shows when people search your brand in Search Engine[F.6] Expected Facebook Analytics Installed-- Please Select -- On Air NowWas. But Now StopNever, and will neverNever, but willStopped, and will do againNo idea what is Facebook AnalyticsNo Website[F.7] Expected Facebook Page URLe.g. "www.facebook.com/YourPageName". Please fill in "Nil" if no Facebook Page[F.8] Expected Facebook Ads-- Please Select -- On Air NowWas. But Now StopNever, and will neverNever, but willStopped, and will do again[F.9] Expected Instagram URLe.g. "www.instagram.com/YourPageName". Please fill in "Nil" if no Instagram[F.10] Expected Instagram Ads-- Please Select -- On Air NowWas. But Now StopNever, and will neverNever, but willStopped, and will do again[F.11] Expected LinkedIn ID URLPlease fill in "Nil" if no[F.12] Expected YouTube Channel URLPlease fill in "Nil" if no[F.13] Expected Website URLPlease fill in "Nil" if no[F.14] Expected E-shop URLPlease fill in "Nil" if no[F.15] Expected App Download URLPlease fill in "Nil" if no[F.16] Expected Weibo URLPlease fill in "Nil" if no[F.17] Expected Company WeChat IDPlease fill in "Nil" if no. [F.18] Expected WeChat Ads-- Please Select -- On Air NowWas. But Now StopNever, and will neverNever, but willStopped, and will do again[F.19] Expected Business Whatsapp NumberPlease fill in "Nil" if no.[F.20] Expected Client Database Approximate PopulationHow many client you can reach if you want to send them a message immediately?[F.21] Expected Client's Database DemographicFulll NameBirthdayEmailMobile No.WeChat IDFB IDIG IDMembership IDTransaction HistoryInformation that you know about your client in your Client Database[F.22] Remarks - Digital Assets ExpectationWrite down the destination that you want to achieve.PreviousNext[G] Expected Resource ParametersResource that the Brand are going to input in marketingSource of Talent Offline MarketersIn House - ProfessionalIn House - Non ProfessionalFreelanceAgencyAssociateBoss him/her selfDon't HaveDigital MarketerIn House - ProfessionalIn House - Non ProfessionalFreelanceAgencyAssociateBoss him/her selfDon't HaveGraphic DesignerIn House - ProfessionalIn House - Non ProfessionalFreelanceAgencyAssociateBoss him/her selfDon't HaveVideo ManIn House - ProfessionalIn House - Non ProfessionalFreelanceAgencyAssociateBoss him/her selfDon't HaveWeb AdministratorIn House - ProfessionalIn House - Non ProfessionalFreelanceAgencyAssociateBoss him/her selfDon't HaveProgrammerIn House - ProfessionalIn House - Non ProfessionalFreelanceAgencyAssociateBoss him/her selfDon't HaveCopywriter - TCIn House - ProfessionalIn House - Non ProfessionalFreelanceAgencyAssociateBoss him/her selfDon't HaveSales RepIn House - ProfessionalIn House - Non ProfessionalFreelanceAgencyAssociateBoss him/her selfDon't HaveCustomer ServiceIn House - ProfessionalIn House - Non ProfessionalFreelanceAgencyAssociateBoss him/her selfDon't HaveSource of Talent [G.2] Remarks - Resource ExpectationWrite down the destination that you want to achieve.PreviousEmailSubmit
