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Strategic Campaign Intake Form

Section 1: Business Goals & Priorities

(e.g., Increase weekday traffic, boost family dining, grow takeout orders, improve brand perception)
(Select the top 3 that apply.)

Section 2: Target Audience

age groups, lifestyle segments, spending patterns – if known

Section 3: Marketing History & Insights

Section 4: Brand & Operational Alignment

e.g, budget constraints, team bandwidth, brand restrictions, etc.
e.g. Carnival, Father’s Day, back-to-school, etc.

Section 5: Success Metrics & Expectations

e.g. +20% sales on Thursdays, higher foot traffic during lunch, social buzz, etc.

Section 6: Technology, Data & Operations

e.g., email sign-ups, birthday club, purchase history, loyalty card usage
e.g. limited parking, long wait times, reservation challenges, inconsistent service, etc.
(Estimates are fine)
- Dine-in: ____ % - Take-out: ____ % - Delivery (e.g., via third-party apps): ____ %
Who signs off on campaign concepts, budgets, creative content, etc.? Are there approvals needed from the global brand?

What clients have said about us

“Chris and his team helped me to bring my ideas to fruition. From my logo design to website. Upotive has handled it all professionally and on time. He understood my needs and executed my vision perfectly.”

LesleyGreen Thumb Growers TT

“As Managing Director of 10 Caribbean Marketing, I've worked closely with Chris and his team at Upotive. They have been strategic partners for us from the outset, providing unique creative insight, graphic design and website development services. Keep up the great work, guys!”

Darien10 Caribbean

“I highly recommend Upotive, for your branding and digital campaigns you may have in the future. They tend to take your business to the next level, with their creativity, and style. Why chose them, simple, they get to know you as a person in order to create something you would love.”

RenaUpCraftt

“Upotive have created many marketing collateral and campaigns for me and I will continue to use them. I'm looking forward to the new project they are working on coming to life that will connect with my audience. Their process to collecting, creating and delivering collateral is A1. I highly recommend Upotive.”

NuelitaDivas Haven