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Client Discovery
Let’s Get to
Know You!
Date
Date Format: MM slash DD slash YYYY
Name
First
Last
Phone
Website
Email
YOUR BUSINESS
What is your top goal this year?
What is your company’s mission?
What is your brand story?
What are your strengths?
Where do you see the biggest opportunity in the short and long term?
What are the most pressing challenges you are facing in your business today?
Can you tell me about your team, particularly sales related?
How prepared is your organization for growth?
YOUR MARKET
Can you tell me about the profile of your target customer?
How do you identify customer pain points?
What is your current conversion rate?
What territories do you service?
What are your weakest market areas?
What is your customer retention strategy?
Who are your main competitors?
What makes your business different from your competitors?
CURRENT MARKETING EFFORTS
What have been your most successful marketing tactics so far?
Who does your marketing now?
What tools do you already use?
What is your current SEO strategy and spend?
Do you have a yearly marketing budget? How is it broken up?
LET'S WORK TOGETHER!
Describe your ideal working process
Who is involved in the decision making and execution of this project?
How open are you to change?
What is your preferred way of communication?
How quickly would you like to start?
How quickly do you expect to see results?
What areas do you need support with?
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Strategy
Branding and Positioning
Creative and Collateral
Web Design / Development
Monthly Web Hosting and Security
Monthly SEO Services
Monthly Social Media Management
Monthly Website Maintenance
Monthly Consulting
Monthly E-mail Outreach
