New Client Discovery Questionnaire

ready for change?

Client Questionnaire

We are really excited at the potential to work with you! As you fill out the form below please know that not everything needs to be filled out. The more you can tell us, the better. We also want to partner with you. If there are any questions or something that is unknown, we are here to help.

Client Discovery

BUSINESS OVERVIEW

If we met in an elevator, how would you describe your business (30-seconds or less)?

Have you performed a SWOT analysis in the last 12-months? If yes, are you comfortable sharing the high-level findings with us at the beginning of our meeting?

BUSINESS GOALS AND OBJECTIVES

What are your primary business goals for the next 6-12 months?

What are your long-term business objectives (2-5 years)?

What are your key challenges in achieving these goals?

TARGET AUDIENCE

Who is your target audience

What are the demographics of your ideal customer?

What are the primary needs and pain points of your target audience?

BRANDING AND IDENTITY

What do you like about your current branding and brand image?

What would you like to have change with your current brand identity?

How do your customers perceive you, and would you like them to perceive you differently in the next 12-months?

MARKETING GOALS

What are your specific marketing goals?

What marketing strategies have you tried in the past?

Which strategies have been successful, and which have not?

BUDGET AND RESOURCES

What is your budget for marketing activities over the next 12 months?

Are there any specific financial constraints we should be aware of?

What internal resources do you have for marketing (e.g., team, tools, data)?

OBJECTIVES AND KEY RESULTS (OKRs and KPIs)

What OKRs and/or KPIs do you currently track?

What OKRs and/or KPIs are most important to your business?

How do you measure success in your marketing efforts?

RETURN ON INVESTMENT (ROI)

How do you currently track and measure ROI?

What is your expected ROI for marketing investments?

BRAND AND MESSAGING

What is your brand’s unique value proposition?

How do you currently position your brand in the market?

What is your brand voice and messaging style?

COMPETITORS

Who are your main competitors?

What differentiates your products/services from your competitors?

Are there any competitors whose marketing you admire? If so, which ones?

ADDITIONAL INFORMATION

Are there any other details or concerns you would like to share?

What are your expectations from our partnership?