Client Discovery Questionnaire

Please complete the following form to help us build a strategy tailored to your business goals. The more detail you provide, the better our team can align our work with your vision and expectations.

Step 1 of 6 - Contacts

Contacts

Company(Required)

Website Address (URL)

Name(Required)

First Last

Phone(Required)

Email(Required)

What’s the story behind your business?(Required)

Tell us how it all began—what inspired you to start, and how has your journey evolved since then?

📌 General Business Information

Briefly describe your products/services.(Required)

What geographic areas do you serve (local, regional, national, global)?(Required)

Who is your ideal customer? (Include age, gender, profession, interests, etc.)(Required)

What sets your business apart from competitors? (Unique Selling Proposition)(Required)

List your top 3 competitors (include website URLs if available).(Required)

What is the primary goal for your marketing efforts? (e.g., more leads, more sales, brand awareness, etc.)(Required)

📈 SEO Goals

What keywords or search terms do you believe your customers use to find you?

Are you currently using any SEO tools? (e.g., Google Search Console, Ahrefs, SEMrush)

Do you have a blog or plan to create regular content?

Have you worked with an SEO agency or done SEO in-house in the past? If yes, what worked and what didn’t?

📣 Online Advertising (PPC, Google Ads, Meta Ads)

Have you run any paid advertising campaigns before? If yes, what platforms were used?

What is your monthly budget for online advertising?

What’s your most important conversion action? (e.g., form submission, phone call, purchase)

Do you use conversion tracking or analytics tools? (Google Analytics, Facebook Pixel, etc.)

Which platforms would you like to focus on for paid ads? (e.g., Google Search, Facebook/Instagram, YouTube, LinkedIn)

📱 Social Media Marketing

Which platforms are you currently active on? (Facebook, Instagram, LinkedIn, TikTok, etc.)

What type of content performs best for you? (e.g., promotions, educational, behind-the-scenes, testimonials)

What are your top 3 social media goals? (e.g., increase followers, drive website traffic, grow engagement, build community)

👥 Key Contacts

Who will be our main point of contact for this project? (Please include name, title, email, and phone number.)

Are there any other team members we should include in communications? (Please list names, roles, and contact information if applicable.)

How did you hear about us?

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