Intro - Discovery form
Please fill this Questionnaire with as much detail as possible. The longer it is, the better for me. I’ve had a client hand me 15 pages before and I think it’s one of the main reasons I was able to deliver them successful projects. Feel free to beat that record.
Some of the questions may not apply. Don’t mind them.
Provide a link to your website/landing page (if exists):
Provide a link to your Business Facebook Page (if exists):
What is the mission statement of your business?
What does your business do (what is your main product/service)?
Which best describes your largest business activity?
Who is your product NOT for?
What problem in your customers’ lives is yourproduct/service solving?
What benefits does your solution provide for the audience?
Who are your main competitors (please provide the link to their website)?
How is your solution different from other similar products/services on the market?
What are your business objectives for this project?
What are your targets for this project?
What revenue streams does your business currently have?
What is the price tag of your product/service (cheapest product, most expensive, average price)?
What are your best-selling products?
What are your profit margins on those products?
What upsells/cross-sells can you provide (webinars/books/products events/bundles/discounts/free shipping, etc.)?
What is the main reason people return your product/ cancel a contract?
How much traffic per month are you getting on your website/ landing page?
What are your main traffic sources (googleadwords, organic, facebook, affiliate and etc…)?
What is your average Conversion Rate?
What content do you have ready (lead magnets, video, testimonial and etc…)?
Do you have examples of what you would like tobase your campaign on? Do you have any data on how well this solution workedfor somebody else?
Do you have branding guidelines, fonts, graphics?
What CRM/Email Automation platform are you using?
What is the size of your mailing list?
Who are the people in your mailing list? Have you engaged with them before?
Do you have any Facebook Groups that you own/are an authority in?
What other marketing avenues do you currently use?
What marketing strategies and tactics have been used in the past?
SWOT
Strengths:
Weaknesses
Opportunities
Threats
What makes your business unique?
What else would you like to add?
Your ideal customer
Demographics
Gender:
Age:
Location:
Income bracket:
Occupation and/or life situation:
Type of business they are in:
Hobbies, interests:
Personality
How would you describe their personality?
What do they like? What do they dislike?
Are they a details person or big picture dreamer?
Do they prefer face to face or remote communication?
Do they want to be guided in the sale or prefer to find all info themselves?
Education
Have they heard of your brand before?
How informed are they about your type of product/service?
Are they aware of their ‘problem’ (that you are going to solve)?
Where do they get their info from? What websites/ publications do they read?
Are they technically savvy?
Psyche
Objectives/goals - what do they want to achieve?
Problems - what problems or pain point are they trying to solve?
Opinions/beliefs - what do they think about your product/service, or the general industry?
Fears - what risks do they perceive?
How do they usually buy?
When do they buy?
Where do they do their research?
How do they make a decision on which one to buy?
What influences their decision?
What is the situation that triggers them to make the purchase?
What roadblocks might be preventing them from buying?
Submit
Should be Empty: