Summit BHC – Marketing Request Form Basic InformationFacility NameName First Last PhoneEmail Date MM slash DD slash YYYY Project OverviewProject Title: A brief, descriptive title of the marketing initiative.Project Description: An overview of the project, including objectives and expected outcomes.Marketing Objectives and GoalsPrimary Objectives: What are the primary objectives we aim to achieve through this campaign brand awareness lead generation engagement education other Other Objectives:Key Performance Indicators (KPIs): What specific KPIs should we use to measure the success of the campaign? conversion rates website traffic Target AudienceDEMOGRAPHICSAge: What are the specific age ranges relevant to the service(s) in focus for this campaign?Gender: Are the service(s) or program(s) gender-specific?Location: What counties or zip codes does the target audience live in? (This can also be a radius around the facility)Untitled Income Level: What is the household income of the target audience? Are Service(s) and/or Program(s) covered by insurance (vs. private pay)?Occupation/Work Status: Are there specific occupations or work statuses that services cater to more frequently? Please list all that apply. (example: armed services, veterans)Marital/Family Status: How does marital or family status impact the demand for services?PSYCHOGRAPHICSWhat are the most common triggers for clients in your care? examples: stress, financial insecurity, legal consequences, failure to launch, etcPersonality Traits: Are there specific personality traits that are more common among the target client group?BEHAVIORAL CHARACTERISTICSOnline Behavior: What online resources or websites do potential clients use for mental health and wellness information?Media Consumption: Which media platforms are most used by the target audience for health and wellness information? Where do they commonly learn more about programs/services like this? (TV, radio, podcasts, websites, streaming services, YouTube)UntitledTechnology Use: Do your clients and their loved ones seem to be comfortable with technology? How comfortable your clients and their loved ones with using technology for services like online therapy or telehealth?Creative and MessagingCore Message: What are the top selling points about your facility and the services you offerTone: What tone should the campaign adhere to (e.g., professional, informal, educational)?Media and ChannelsPreferred Channels: Which digital channels should we prioritize in this campaign (e.g., social media, search engines, email)?Budget DetailsTotal Budget: What is the total budget allocated for this marketing project (if already defined)? If not defined, what methodology should be used to determine a budget for this project?TimelineProject Start Date: What is the proposed start date for the campaign?Lead time Milestones: When will you have assets ready to share and how long before the campaign starts do you expect to review and approve the campaign?Performance: How often will we review KPIs and re-assess targeting, messaging, budget, etc? bi monthly monthly quarterly Additional Information:Previous Campaigns: Can you provide information on past marketing efforts that are relevant to this campaign?Special Considerations: Are there any unique aspects or challenges of this project that we should know about? Anything we should avoid?Contact Information: Who should we contact for further information regarding the RFP? Δ
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