Client Discovery Questionnaire

An onboarding questionnaire that digs into a new client's brand, audience, and goals before the project kicks off.

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What is your email address?

Brand name

Upload your brand's logo or another brand image

Max 10 MB per file

Please upload your existing brand guidelines

Max 10 MB per file

Please share digital versions of any product collateral you already have

Max 10 MB per file

Tell us about your target audience

What other audiences have you identified as potential customers?

How do your customers find you?

Upload attachment

Max 10 MB per file

Who are your competitors?

On a scale of 1 to 10, where do you rank within your industry? (1 being the worst in the category, 10 being the #1 brand)

What are your competitive advantages?

What research has been done so far to understand your competitors, industry landscape, or brand positioning?

None Some informal research A formal market study Ongoing research

Upload research

Max 10 MB per file

On a scale of 1 to 10, how confident are you that you understand your brand positioning?

On a scale of 1 to 10, how happy are you with your current marketing?

What marketing channels are you currently using?

How do you currently run your digital advertising?

In-house team Agency Freelancer Not doing it

What are your internal marketing capabilities?

Can you attach a marketing organization chart?

Max 10 MB per file

What do you think you need the most help with right now?

If you were to rank your top 3 needs, what would they be?

If you could only accomplish one thing in the next 30 days, what would it be?

If you could accomplish one thing in the next 3 months, what would it be?

If you could achieve one major milestone in the next 12 months, what would it be?

What matters most when working with an agency? What's your top priority when working with a partner?

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