Client Questionnaire

Name*
First Last
Company Name*
Email*
Your Business Overview
1. Describe your business in two sentences or less.*
2. What does your business do that no one else can?*
3. Who is your ideal customer? Why do you enjoy doing business with them?*
4. How do you make your customer’s life easier? What problem are you solving?*
5. If your business had a bumper sticker, what would it say?*
7. Have you done a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis? Can you provide it to us?*
SWOT Analysis File Upload (.doc, .docx, .pdf)
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Brand, Audience, and Industry
8. What is the general story of your brand?*
9. What are the core beliefs of your brand?*
10. Who is your target audience? Do you have established buyer personas for each of your target groups?*
11. What percentage of the market is aware of your brand?*
12. Are there seasonal buying patterns that affect your business?*
13. What are the top reasons a prospect/lead doesn’t close?*
14. What are your favorite industry blogs or magazines? What are the best conferences or events in your industry? Please provide links.*

Business Strategy
15. How do prospects find your product?*
16. What sources bring in the highest value customers?*
17. What is your strategy to retain customers?*
18. What is your up-sell strategy?*
19. How long is the average sales cycle?*
20. What makes your business unique?*
21. Who are your top competitors? Have they done any marketing that has made you jealous? Please provide links.*

Marketing Performance and Goals
22. What are your monthly marketing goals?*
23. What marketing goals do you have for the next 90 days?*
24. How much do you spend on marketing monthly?*
25. What is your customer acquisition cost (CAC)?*
26. What is your current closing rate?*
27. Which marketing metrics do you currently track?*
28. What tactics provided the highest ROI for your business last year?*
29. What marketing activities are done to build your brand as opposed to providing ROI?*
30. What tools do you use to manage your marketing?*
31. What tools do you use to track and analyze your campaigns?*
32. What are your biggest marketing challenges?*
33. What do you want your company to be known for?*
34. What technological advance or product could disrupt your business model in 5 or 10 years?*

Client-Agency Relationship
35. What made you want to hire our agency?*
36. What worked/didn’t work with previous marketing partners?*
37. What factors do you think make the client-agency relationship successful?*
38. Who are the decision makers on your team? Please provide full names, titles, and email addresses.*
39. What type of communication (phone, email, text, etc.) works best for you?*
40. What is your typical response time for returning calls or emails?*
41. How can we better communicate deadlines, timelines, and project updates?*
42. What services do you wish our agency offered?*
Please Upload Any Additional Support Files (.doc, .docx, .pdf, .jpg)
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Max. file size: 5 MB.

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