Email Marketing Client Onboarding Template

🏢 Business Overview

• Business Name:
• Website URL:
• Brief Description of the Business:
• Primary Products/Services:
• Target Audience:
• Main Business Goals:

🎯 Email Marketing Goals

What are your email marketing objectives?

• [ ] Drive Sales
• [ ] Build Engagement
• [ ] Increase Subscribers
• [ ] Product Launches
• [ ] Other: ____________

What KPIs are most important to you?

• [ ] Open Rate
• [ ] Click-through Rate