Marketing Discovery Intake

Company Background and History
1. Define your company in three sentences or less.*
2. Please provide a brief history of your company.*
3. What is the value that you promise to deliver to your customers?*
4. How do you want the market and prospective clients to see your company?*
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?*
7. What are the top industry trends that will impact your business in the next 3–5 years?*
8. Describe your primary target customer base.*
9. Where do you get leads for new clients?*
10. What motivates your primary target customer base to select your services?*
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.*
12. Are you using CRM (customer relationship management) software for lead generation?*
- 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.).*
14. Have you ever used an outside agency to assist with marketing your company?*
- No
- Yes
How was your experience?*

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Marketing Strategy
15. Do you have a defined marketing strategy in place?*
What in your marketing strategy are the milestones identified for the next 6 to 12 months?*
Does your marketing strategy include a Return on Investment (ROI) analysis?*
- No
- Yes
If so, please provide.*
Does your marketing strategy include a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis?*
- No
- Yes
If so, please provide.*
Does your marketing strategy include a marketing content plan?*
- No
- Yes
If so, what are you writing and sharing through articles, blogs, videos, etc.?*

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Branding
17. Do you have a Brand Style Guide?*
18. Do you feel your brand/logo is consistent with your services and delivery in the eyes of your customers?*
19. Do you feel your brand/logo identity gives your company a competitive advantage or disadvantage?*

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Website
20. Is your company's website content and design up-to-date and relevant?*
21. What is the main action you want your primary customer base to do when they visit your website?*
22. Is your website generating leads?*

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SEO, Analytics, and Social Media
23. Are people finding you on Google and other search engines?*
24. What search phrases would you like to be on the first page of Google results for?*
25. Do you use Google Analytics?*
26. How many average monthly visitors do you get on your website?*
27. Is your social media strategy generating leads?*
Phone
This field is for validation purposes and should be left unchanged.

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Company Background and History