Kickoff Survey

This survey will help us define success and coordinate between our teams to make sure our engagement is as successful as possible.

Kickoff Survey

"*" indicates required fields

Company

This field is for validation purposes and should be left unchanged.

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

Phone

Who on your team should we contact regarding invoicing?*

Name

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?*

Phone

Texting

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.

Other

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

Kickoff Survey

Kickoff Survey

Points of Contact

Defining Success

Defining Processes

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