Kickoff Survey

Points of Contact

What is the name of your organization?*

Address

Street Address Address Line 2 City State ZIP Code

Who are the main points of contact from your team?*

Name	Role	Email	Phone

Who on your team should we contact regarding invoicing?*

Name	Email	Phone

Defining Success

Let's pretend we just completed our work for you. What does success look like?*

Clients sometimes change priorities to meet other goals. To help us plan ahead, please note your flexibility on the “Iron Triangle of Project Management”:*

Defining Processes

How many hours a week you have available to work on the project or campaign?*

Do you have an existing internal approval process for the work we are doing for you? If so, please describe the workflow.*

Do any of our key points of contact have any vacation or PTO coming up, longer than 1-2 days? If so, what are the dates? (This will help as we create our timeline.)

Have you worked with agencies or marketing freelancers before? If so, what did you like and/or not like about what they did?

For day-to-day conversations, what communication channel do you prefer?*

Email

Phone

Project Management Software

What first prompted you to reach out to PHOS:

I saw an advertisement.

I heard about PHOS from a friend or family member.

I was referred to PHOS by a business acquaintance.

I researched online.

No particular reason.

	Not Flexible At All	Somewhat Inflexible	Somewhat Flexible	Very Flexible
Timeline
Budget
Scope

Points of Contact

Defining Success

Defining Processes

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