Discovery Form Questionnaire

Completing the Discovery Form is crucial for us to understand your business and goals, allowing us to tailor our strategy to align perfectly with your vision and needs.

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1Information

2Acquisition

3Marketing

4Competition

5Challenges

6Creative

7Social Media

8Website

Name*

First Last

Company Name*

Email*

Phone*

Role/title*

Organization Type

Business Life Cycle Stage

Employees

B2B or B2C

Geographic Focus

Average Sales Cycle (lead to sale)

Who are the key decision makers for this initiative?*

Who is/are our main points of contact for this initiative?*

Customer Persona & Acquisition

What is your ideal customer profile?*

If your company is primarily business-to-business what sort of companies are you hoping to attract? What specific job titles would you want to target? Focus on their income, interests, gender, age, even the type of computer they use, job title, geographic location, etc...

Who don’t you want as a customer? Why?*

What persuades a customer to buy their first product/service from you?*

What are you customers' biggest pain points and challenges?*

Put yourself in your customers shoes. What is their mindset when searching for a company like yours.

What are your current lead sources for a first time customer?*

Email, Phone Call, Referral, Trade Publication, Network Affiliation, etc...

Our leads are qualified and effective for our company.*

Strongly Agree

Agree

Neutral

Disagree

Strongly Disagree

How many leads do you recieve each month?

How many leads end in a sale each month?

What is your cost of customer acquisition?

What brings your customers back for additional products/services?*

What results do customers expect to achieve as a result of buying your products?*

Solution for a problem, addressed a pain point, improved their life, educated/empowered the customer.

What percentage of your business is new vs. repeat?

What is the lifetime value of a lead for your company?

Customer lifetime value = customer value x average customer lifespan

CRM: Do you use a Customer Relationship Manager (CRM) to store leads that come in? Which one?

Marketing

How many services do you provide and/or products do you sell? Please describe.*

What keywords would your ideal customer search for to find you?*

What about your current marketing isn't working?*

Be specific, if possible. Not just "we need marketing" but rather "we aren't communicating our value", "a service that's profitable we aren't highlighting is", etc...

What do you hope to achieve in the first 6 months of marketing with us? 12 months?*

What 5 clients would you be happy to have tomorrow?*

What search terms are you targeting organically using content, SEO or paid channels?

Do you currently have a content marketing strategy? Please describe.

How do you create and promote your marketing content, if any? Include type and channel.*

Content types include: blogs, articles, press releases, emails, etc.

What are your key metrics and current conversion rates?

Do you have a Google Ads account? Would you mind letting us view it?

Competition

Who is your competition? (Please list three or more)*

Name

Website

How they compete?

Is there a competitor that you admire most? What do you think they do better than you?*

What is your competitive advantage?*

How can your particular product/services help prospects, compared to others in your industry? What’s special about your business experience/qualification that differentiates you?

How does your website compare to your major competitors’ sites?*

How does your marketing coverage compare to your major competitors’?

Challenges & Strategies

What (if anything) is keeping your target market from understanding your message and taking action?*

Do you analyze your website traffic?

How many clients are in your database?

Do you record every enquiry on your database even if it is not a sale?

What marketing tactics haven't worked for you? Why?*

What tactics have you considered, but never tried? Why not?

What is your current growth strategy and goals?*

Creative

Please list 2-5 other brands, websites, and/or social account you like or admire. Be specific about what you like or don’t like.*

Brand Name

Website Link

What do you like/dislike?

Click the plus sign to add an additional brand.

Who currently manages/updates your website?

Where are your domain names registered? I.E. Godaddy, Namecheap, Network Solutions, etc..*

Please provide us with the name and email associated with your domain account and/or you domain manager's contact information.*

Do you have brand guidelines?*

Yes

It's being developed

What photography is available? Are you having it developed or looking for us to help?*

What videography is available? Are you having any created or looking for us to produce it?*

Social Media

(skip if not applicable)

Which social media platforms are you currently using? Please provide links to your profiles/pages.

Do you have administrative access to all your social media accounts? Please share credentials.

What content types have performed best for you? (e.g., images, videos, articles)

What are your primary goals for social media (e.g., brand awareness, lead generation, customer engagement)?

Who is your target audience on social media? Please specify job titles, age ranges, locations, interests, etc.

How would you describe your brand's voice and tone?

How is your post content currently being created? (e.g., images, videos, graphics) Is there a content library we should be aware of?

Who will be approving social posts created by us?

Website

(skip if not applicable)

What do you like and not like about your current website?*

Does your website currently rank in search engines? Are you able to issue access to your analytics account?

Is search engine exposure a goal for this project?

Do you plan to provide page content or are you looking to have a copywriter provide this?

Who will be responsible for creating the content?

Do you sell anything online? What platform are you using?

Do you need any custom functionality? (login portal, resource library, conditional forms, security, etc.)

How will your staff utilize the website? Do they need to make updates to it in the future or are you looking for tech support to supply these updates?

Anything we missed?

Thank you for taking the time to complete this form, you have provided us with critical data to drive the strategy and creative for your marketing.

Newsletter Opt-In*

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Phone

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