Client Questionnaire Thank you for partnering with us to accelerate your growth. This short questionnaire (≈ 15–20 minutes) collects only the essentials we need to craft your customized Marketing Plan for your organization. Step 1 of 10 10% FacebookThis field is for validation purposes and should be left unchanged.1. Business SnapshotThese questions give us a high‑level view of who you are and what you sell.What is your legal business name?(Required)If your business goes by an alternate/informal name, please enter it here.What is your primary website URL? How would you describe your value proposition in one sentence?(Required)e.g., “We help mid‑size SaaS companies cut cloud costs by 40% with AI‑optimization.”Which products or services generate most of your revenue?(Required) Add RemoveWhich geographic markets do you currently serve (cities, regions, countries)?(Required) Add RemoveWhich industry verticals do you primarily serve?(Required)e.g., fintech, healthcare, manufacturing Add Remove 2. Audience & PositioningUnderstanding your buyers lets us craft messages that resonate.Who is your ideal customer (role, industry, company size)?What top three pain points keep them up at night?(Required) Add RemoveWhy do your customers choose you over alternatives?(Required)List up to five main competitors, and tell us one thing each one does well.CompetitorWhat they do well Add RemoveWhat one strength truly sets you apart from the competition?(Required)What blogs and websites does your audience follow and pay attention to? Add Remove 3. Brand Voice & MessagingConsistency builds trust across every channel.Which three words best capture your brand personality?e.g., pragmatic, friendly, data‑driven.Are there phrases, taglines, or value pillars we must always include?(Required) Yes No Please share in the space below.Are there words, tones, or approaches we must avoid?(Required) Yes No Please share in the space below.Please share links to content that perfectly reflects your desired voice.(Required)e.g., social media posts, blog posts, etc. Add Remove 4. Assets & ResourcesExisting assets shorten ramp‑up time. Do you have a central folder or repository where we can access your latest brand assets?(Required)e.g., logo files, brand guidelines, imagery, etc. Yes No Please provide the link. Which Google accounts do you use?(Required) Google Analytics Google Search Console Google Tag Manager Google Business Profile YouTube 5. Marketing Channels & Tech StackTool clarity prevents overlap and informs channel choices.Which channels are you actively investing in today?(Required) SEO Social Media Email Paid Promotion Events Other Which platforms make up your marketing tech stack?(Required) Custom Data Platform Customer Relationship Management Content Management System Email Service Provider Proposal Automation Social Media Automation AI Agents 6. Content Themes & Keyword PrioritiesThese inputs guide topic ideation and monthly campaign planning.Which three to five core keyword or topic areas would you love to dominate? Add RemoveDo you already have recurring monthly or seasonal themes we should align with?(Required)e.g., “Cyber security Awareness Month” in October. Yes No Please list them. Add RemoveIs there a content gap or opportunity you’re eager to tackle first? Yes No Please describe. 7. Social & EmailWe’ll tailor strategy to the channels you actually use.On which social platforms is your business currently active?(Required)PlatformLink to Profile/Page Add RemoveDo you publish a regular newsletter?(Required) Yes No What's the frequency of publication? Weekly Biweekly Monthly Quarterly Do you have any active automated email campaigns?Inbound or outreach/ Yes No Please describe. 8. Logistics & ApprovalsSmooth collaboration keeps projects on schedule.Who will be the primary point of contact?(Required)NameTitle/RoleEmail addressWhich stakeholders must approve deliverables?(Required)NameTitle/RoleWhat is your preferred communication channel?(Required) Email Zoom Teams Slack Other 9. Final NotesWe’re almost there!Are there any legal or compliance constraints we need to follow?(Required) Yes No Please share any additional information we should be aware of to ensure this partnership's success. Contact DetailsPlease us who you are and how we can reach you.Name First Last Email
