Client Questionnaire
We want to get to know you and your business. It's important to us. Please review and complete the following questionnaire so we can better assess your needs and serve you. Taking a few minutes of your time now, can save a lot of time later.

This isn't a test and there are no right or wrong answers. Remember to express yourself in your own words and provide as much information as you can. If you do not feel comfortable answering a question or simply don't know, just enter N/A in the answer field and we can address it at a later date. For immediate help, contact us at [email protected].

We look forward to working together and thank you in advance.

Cheers.
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Contact Information
First Name *
Last Name *
Phone Number (XXX-XXX-XXXX) *
Email *
Company / Staff
Company Name *
Company Main Phone Number AND/OR Sales Phone Number (XXX-XXX-XXXX)
Company Main Email AND/OR Sales Email
Company Website(s)
Company Locations
What year was your company established?
What does your company do? What products / services do you offer?
Which of these products / services are most important? Which are you most specialized in? Which are you most focused on promoting? Which are most popular? Which are most profitable?

EXAMPLE: A retail store may sell different types of clothing, but a majority of the store's revenue comes from selling a popular style of jeans.
What problem or pain points do you solve for your clients / customers? How do you help them? What are the benefits of the products / services you offer?
Why do you do what you do? What mission, vision, and values define your brand?
Is there a unique story behind your company, name, logo, etc.?
What are the core messages you are trying to communicate as a company / brand?
From an overall business standpoint, what is your biggest challenge? What are your company’s pain points?
What major changes, if any, are you anticipating? Do you have any important upcoming news / announcements?
Are you, your company, or any of your staff accredited / licensed AND/OR a member of a professional association, organization, partnership (i.e. chamber of commerce, referral network, etc.)? If so, please list them.
Are you, your company, or any of your staff affiliated with a charitable organization or actively participate in non-profit / community fundraisers, events, campaigns, etc.? If so, please list them.
Have you, your company, or any of your staff been the recipient of any professional or personal awards / honors / certifications? If so, please list them.
Competition / Marketplace
Who are your main competitors (direct or indirect)? What do you dislike about them, or what are they doing wrong? What do you like about them, or what are they doing right? If available, please provide the website address (URL) for each competitor.
What makes your company different from your competitors? What about your company sets it apart? Why are you better?
How do you see your competitive landscape or market changing?
What do you want your company to be known for in the marketplace?
Clients / Customers
Who are your clients / customers now (categories)?
Who are your best clients / customers and what do they have in common?
What existing contacts would foreseeably be able to provide a testimonial statement, review, AND/OR quote about you or your company? 

NOTE: Please share any other potential ways that you feel your current contacts can lend their support or advocacy.
How do prospects find your company?
What sources bring in the highest value clients / customers?
What are common mistakes and misconceptions clients / customers make or have about your business?
Who is your target audience? What types of prospects are a good fit for your company?
What matters most to them and their lives?
What kind of content and information do you think is most important to them? In your view, what should it look and sound like (i.e. informational videos, image heavy, conversational tone)?
What keywords and phrases would prospective clients / customers use to find your company on Google or other search engines?
Where are these prospective clients / customers located geographically?
Which social channels, media platforms, and content sources do your customers / clients use? Check all that apply.
Marketing / Media / Digital
What strategies are in place to drive sales? What marketing, etc. is currently being done to acquire and retain your clients / customers?
What are your most / least successful marketing tactics to-date? Why does it work? Why didn’t it work?
What tools, if any, do you use to manage your marketing?
What marketing metrics, if any, do you currently track?
What are the top associations, publications, blogs in your industry?
If you could read one headline about your company today, what would it say, and where would it be?
What media outlets / properties do you know you want to be featured in? Why?
Have you done any traditional media buying (i.e. digital banner or print ads)? Please explain.
Do you have a website?
Clear selection
Do you conduct any Search Engine Optimization (SEO)?
Clear selection
Do you conduct any Pay-Per-Click (PPC) AND/OR Digital Advertising?
Clear selection
Do you conduct any Social Media Management?
Clear selection
Do you conduct any Social Media Advertising?
Clear selection
Do you conduct any Email Marketing or have a Newsletter?
Clear selection
Lead Generation Details
What does a qualified lead look like in your view? Describe your perfect prospective client / customer.
What action do you want qualified leads to take (i.e. submit an online contact form, reach out via phone call)?
Next Steps
What services do you think you need specifically? Check all that apply.
What is the goal you wish to achieve by executing the above. What would success look like in your mind (i.e. improve search engine ranking, engage new customers, convert leads via online forms)?

WHY WE ASK: We need to understand how you intend to measure success in order to quantify your expectations. Well-conceived marketing plans have target metrics and a team with a mutual vision of success.
What is your approximate budget? For the above items, or other items? 

WHY WE ASK: The size of the budget will determine how fast or thoroughly your goals can be reached. In order for execution to be tailored to cover different levels of work and to best allocate resources, we need to establish a rough budget. Doing this ensures that we concentrate on what is most effective and makes the biggest impact.
Do you have an in-house marketing department, manager, or coordinator? If so, please share contact information.
Who will serve as the company's main point of contact with our agency? Please share contact information.
When do you want to start?
Clear selection
Anything else we should know?
Need help? We're here to help answer these questions together if you do. Send us a note to [email protected].
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