3DAi
Marketing
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Hollywood Construction Corp
· Discovery
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KC
Kevin Castro
Marketing Manager
Hollywood Construction Corp
Discovery
Everything we need to know to build your marketing — answer what you can, and we'll cover the rest together.
Owner & Point of Contact
Adolfo Ramos
🧭 Discovery
✦
📱 Marketing Plan
✦
💳 Marketing Payments
✦
🚀 Onboarding
1
Business & Contact
Feeds: client identity, account contact, Onboarding checklist
1.0
Account Rep
(internal — our salesperson who closed this deal; feeds Jim's report header + Payout Split)
Select account rep…
Jorge Bermudez
Adam Gerber
Owner
1.1
Owner's full name
(the business owner — shows on the dashboard header)
1.2
Owner's email
1.3
Owner's phone
Point of Contact
— the day-to-day person we'll work with
1.4
Point of Contact — full name
1.5
Point of Contact — their role at the business
Owner
Partner
Manager
1.6
Point of Contact — email
(shows on the dashboard header)
1.7
Point of Contact — phone
Business
1.8
What is your business type?
Select business type…
Home Services
Insurance
Real Estate
Property Management
Healthcare
Legal
Retail
Fitness
Accounting
Automotive
Beauty & Wellness
Education
App / Software
Other
1.9
In one sentence, what does your business do or sell?
1.10
Legal business name, exactly as registered
1.11
Website URL
1.12
Service cities and zip codes (all areas you cover)
1.13
Best way to reach you?
Text
Email
Phone call
Dashboard messages
2
Goals
Feeds: primary goal, Mary's brief
2.1
What is the #1 result you want from social media?
More phone calls
More booked jobs / appointments
More website visits
More brand awareness
All of the above
2.2
How do you currently get most of your business?
Referrals
Realtors / partners
Google
Yelp
Social media
Word of mouth
Paid ads
2.3
Any specific service or product you want to focus on?
2.4
Any busy seasons, slow seasons, or promotions you run?
2.5
What other services do you offer — and are there any (new or existing) you want us to promote and grow?
(e.g. a home inspector expanding into full-service)
3
Your Customers
Feeds: target audiences, content pillars
3.1
Who is your ideal customer? (select all that apply)
Home buyers
Home sellers
Real estate agents
Property investors / managers
Businesses
3.2
Which customer type brings you the most revenue right now?
3.3
Which customer type do you want MORE of?
3.4
What questions do customers ask you over and over?
3.5
Any markets or cities you're planning to expand into?
4
Brand Voice
Feeds: brand voice, tone direction, banned words
4.1
Describe your business personality in 3 words
If your business were a person, how would it come across to a customer? This sets the tone for everything we write and design.
4.2
Any brands or accounts whose look or style you love?
(gives us a target to aim at — they don't have to be in your industry)
4.3
What do you NEVER want your content to look or sound like?
4.4
Any words or phrases that should never appear in your content?
5
Platforms
Feeds: platform list, Zernio setup, pricing inputs
For each platform: do you want us to market there? If yes, a few quick details open up. In most cases our team handles the setup for you.
5.1
Do you want us to post to Facebook?
Yes
No
Do you already have a Facebook account?
Yes, I have it
No — create it for me
Your @handle or profile link
Is it active or dormant?
Active — posting
Dormant — not posting
How often do you post?
Daily
A few times/week
Weekly
Monthly or less
Notes — Facebook
5.2
Do you want us to post to Instagram?
Yes
No
Do you already have an Instagram account?
Yes, I have it
No — create it for me
Your @handle or profile link
Is it active or dormant?
Active — posting
Dormant — not posting
How often do you post?
Daily
A few times/week
Weekly
Monthly or less
Notes — Instagram
5.3
Do you want us to post to your Google Business Profile?
Yes
No
Do you already have a Google Business Profile?
Yes, I have it
No — create + verify it for me
Your @handle or profile link
Is it active or dormant?
Active — posting
Dormant — not posting
How often do you post?
Daily
A few times/week
Weekly
Monthly or less
Notes — Google Business Profile
5.4
Do you want us to post to TikTok?
Yes
No
Do you already have a TikTok account?
Yes, I have it
No — create it for me
Your @handle or profile link
Is it active or dormant?
Active — posting
Dormant — not posting
How often do you post?
Daily
A few times/week
Weekly
Monthly or less
Notes — TikTok
5.5
Do you want us to post to LinkedIn?
Yes
No
Do you already have a LinkedIn page?
Yes, I have it
No — create it for me
Your @handle or profile link
Is it active or dormant?
Active — posting
Dormant — not posting
How often do you post?
Daily
A few times/week
Weekly
Monthly or less
Notes — LinkedIn
5.6
Do you want us to post to YouTube Shorts?
(short vertical videos)
Yes
No
Do you already have a YouTube channel?
Yes, I have it
No — create it for me
Your @handle or profile link
Is it active or dormant?
Active — posting
Dormant — not posting
How often do you post?
Daily
A few times/week
Weekly
Monthly or less
Notes — YouTube Shorts
5.7
Do you want us to post to YouTube Long-form?
(full-length videos)
Yes
No
Do you already have a YouTube channel?
Yes, I have it
No — create it for me
Your @handle or profile link
Is it active or dormant?
Active — posting
Dormant — not posting
How often do you post?
Daily
A few times/week
Weekly
Monthly or less
Notes — YouTube Long-form
5.8
Do you want us to post to Threads?
Yes
No
Do you already have a Threads account?
Yes, I have it
No — create it for me
Your @handle or profile link
Is it active or dormant?
Active — posting
Dormant — not posting
How often do you post?
Daily
A few times/week
Weekly
Monthly or less
Notes — Threads
5.9
Do you want us to post to Twitter / X?
Yes
No
Do you already have a Twitter / X account?
Yes, I have it
No — create it for me
Your @handle or profile link
Is it active or dormant?
Active — posting
Dormant — not posting
How often do you post?
Daily
A few times/week
Weekly
Monthly or less
Notes — Twitter / X
5.10
Do you want us to post to Yelp?
Yes
No
Do you already have a Yelp listing?
Yes, I have it
No — create it for me
Your Yelp page link
Currently running Yelp ads?
Yes
No
Roughly how much per month?
Notes — Yelp
5.11
Notes — anything else
General notes about platforms or social media that didn't fit above.
6
Content Source
Feeds: active content tracks, Cameron's workflow, pricing
Please send us your current photos and videos with this form — and keep them coming.
A steady stream of real images and clips from your business is what keeps your content consistent, authentic, and unmistakably
you
.
6.1
Do you have existing photos of your work?
Yes — can send
No
6.2
Do you have existing video footage?
Yes — can send
No
6.3
Are you open to AI-generated images?
When you don't have photos or video, we can create professional, on-brand images with AI so your feed always looks great. You approve everything before it ever posts.
Yes — all
Some only
No — real assets only
6.4
Are you (or your team) open to being on camera?
Yes
No
6.5
Do you have customer reviews or testimonials?
Yes
No — set up collection
6.6
Can you send us fresh photos and videos on a regular basis?
(the more consistently your content comes in, the more consistent we keep your feed)
Yes — weekly
Yes — occasionally
Prefer you handle it
7
Brand Assets
Feeds: brand specs, overlay setup, website cross-sell interest
7.1
Should your social media match your current website's look?
Match it
Elevate it
Fresh direction
No website yet
7.2
Interested in a 3DAi website refresh or rebuild?
(we build websites too)
Yes — tell me more
Maybe later
No — happy with my site
7.3
Do you have a logo file? (transparent PNG preferred)
Yes — can send
No — need help
7.4
Do you have brand colors?
8
Knowing Your Market
Feeds: positioning, differentiators, content angles
No pressure on these — even rough thoughts help us position you. The goal is to make your marketing stand out from everyone else in your space.
8.1
Are you aware of who your main competitors are?
(the businesses customers compare you to before they choose)
8.2
When a customer picks you over them, why?
(what makes you different or better — this becomes your message)
8.3
What do customers say about you most often — and any complaint that comes up?
(the good becomes content; the bad we get ahead of)
9
App / Software / Online Business
— optional
Feeds: digital-product strategy, user vs. buyer, launch timing
Skip this group if you're a local service business
(plumber, contractor, inspector, etc.). Answer it only if your business is an app, software, or online platform.
9.1
In one sentence, what does your app or platform do?
9.2
Who uses it, and who pays?
(free users vs. paying customers can be different people)
9.3
Where do people get it?
Apple App Store
Google Play
Web / browser
Not launched yet
9.4
What's the #1 action you want marketing to drive?
Downloads / installs
Free signups
Paid subscriptions
Active / returning users
9.5
Any launch dates, new versions, or features coming up we should build around?
10
Anything Else
Feeds: open items, follow-up call
10.1
Any questions we can answer for you?
10.2
Anything else you want us to know, or want to add?
🎉 You Did It
Thank you — this is where it all begins!
Everything
you just shared is the foundation we'll build your brand on. Don't worry about the blanks — that's what our call is for. We're
genuinely excited
to get to work and help your business grow.
Hit Export below, send it our way, and let's make something
great together
.
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