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Marketing Discovery Intake
Step 1 of 8
12%
Company Background and History
1. Define your company in three sentences or less.
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2. Please provide a brief history of your company.
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3. What is the value that you promise to deliver to your customers?
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4. How do you want the market and prospective clients to see your company?
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5. What makes your company unique? (In marketing it's called your USP—unique selling proposition.)
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Industry, Competition, and Customer Background
6. Who are the top three competitors to your book of business?
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7. What are the top industry trends that will impact your business in the next 3–5 years?
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8. Describe your primary target customer base.
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9. Where do you get leads for new clients?
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10. What motivates your primary target customer base to select your services?
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11. What barriers are you experiencing, or expect to experience, in sustaining or growing your business? Common barriers are capital, capacity, market/culture readiness, stakeholders/decision-makers with competing visions, conflicting values, etc.
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12. Are you using CRM (customer relationship management) software for lead generation?
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No
Yes
If so, which software?
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Previous Marketing Experiences
13. Provide a brief history of your company’s marketing experiences. Please include a list of marketing channels (e.g., billboard, phone book ad, newspaper, television, radio, social media, etc.).
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14. Have you ever used an outside agency to assist with marketing your company?
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No
Yes
How was your experience?
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Marketing Strategy
15. Do you have a defined marketing strategy in place?
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(Choose One)
Yes
No
Not Sure
What in your marketing strategy are the milestones identified for the next 6 to 12 months?
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Does your marketing strategy include a Return on Investment (ROI) analysis?
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No
Yes
If so, please provide.
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Does your marketing strategy include a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis?
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No
Yes
If so, please provide.
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Does your marketing strategy include a marketing content plan?
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No
Yes
If so, what are you writing and sharing through articles, blogs, videos, etc.?
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Email Marketing
16. Do you use email marketing?
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(Choose One)
Yes
No
Not Sure
How are you collecting emails?
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Branding
17. Do you have a Brand Style Guide?
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(Choose One)
Yes
No
Not Sure
18. Do you feel your brand/logo is consistent with your services and delivery in the eyes of your customers?
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(Choose One)
Yes
No
Not Sure
19. Do you feel your brand/logo identity gives your company a competitive advantage or disadvantage?
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(Choose One)
Advantage
Disadvantage
Not Sure
Website
20. Is your company's website content and design up-to-date and relevant?
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(Choose One)
Yes
No
Not Sure
21. What is the main action you want your primary customer base to do when they visit your website?
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22. Is your website generating leads?
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(Choose One)
Yes
No
Not Sure
SEO, Analytics, and Social Media
23. Are people finding you on Google and other search engines?
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(Choose One)
Yes
No
Not Sure
24. What search phrases would you like to be on the first page of Google results for?
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25. Do you use Google Analytics?
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(Choose One)
Yes
No
Not Sure
26. How many average monthly visitors do you get on your website?
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27. Is your social media strategy generating leads?
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(Choose One)
Yes
No
Not Sure
Phone
This field is for validation purposes and should be left unchanged.