Marketing Strategy
Questionnaire

Business Snapshot

Business Model

What do you sell & for how much? List all of your services and the prices

If it ranges put what it is 80% of the time..

Sales Funnel: What is the sales process from stranger to paying client with you?

Start from how they contact you then each step from them completing the service.

What is your initial offer for someone to become a client?

This would be the first time they have to spend money with you. Please add in the price as well.

If selling multiple products and services what is making up most of the sales volume?

Point of difference: What makes you different from your competition?

This is ideally something that can't be copied or bought. Why would a prospect choose you over your competitors?

What’s the “big promise” of your business to your dream clients?

If I had your dream client in the room, what would you say to them to get them to choose you?

What problem does your business solve?

What is the biggest problem you solve for your target audience?

Target Audience

What are some demographics of your ideal customer?

Eg. Age range, Gender, Martial status, location, job titles, industries, etc.

What are some psychographics of your ideal customer?

Eg. Interests, hobbies, clubs they are apart of

What websites or social media pages does your target audience visit/follow?

Think about your ideal customer and what social media pages/groups they follow.

Is there anything that 80% of your target audience all have in common?

Anything else that would be used to identify your target audience?

Current Marketing

How are you currently getting clients? List every way prospects become paying clients

Anything else that would be used to identify your target audience?

List all areas you are currently running ads

Eg. Email, Google Search, Google Display, Facebook, Instagram, etc.

Which form of traffic is producing the most amount of paid clients? What is your biggest return on investment?

Eg. Email, Google Search, Google Display, Facebook, Instagram, etc.

Is there anything we could give away for free or heavily discounted that a user would value

This should be something to attract them as a new client or lead but doesn’t cost you a lot of or any money.

Do you have a referral system or incentives?

If yes please list the details below.

Which of the following would be the most important factor to your marketing?

If we could focus on one area where would we see the biggest results?

Do you have a list of subscribers you can market to? If so how big is your list?

A list with name, email, phone number, etc.

Are there any other ways you connect with your prospects or clients?

Is there anything else we should know about your current marketing?

Big Picture

What are your goals? What would you love your business to look like?

If getting more clients wasn't an issue how would you like your business to look in the next 6-12 months?

What is currently stopping you from achieving your goals?

What would be the main metric we want to increase/decrease to achieve your goal?

What budget have you set to achieve this goal? Quarterly or monthly.

This is an important question because it can change what we advise. It would be irrelevant to advise a strategy for a $20,000/month budget if your actual budget is $5,000/month. If you are unsure then think about how much you feel you need to invest to achieve your goal.

Summary

If you hired help, which results or success metrics would you want them to impact the most?

Branding, number of leads, qualified leads, sales, etc.

Is there anything else you want us to know?

Is there other details we should know that will impact us creating a tailored marketing strategy for your business?

Your Best Contact Details