Client Questionnaire

Business Name

First Name

Last Name

Phone Number

Address

City

State

Zip Code

What problems do your products/services aim to solve?

What is your primary value proposition?

What “promise” do you make to your customers?

What is the main weakness in your business model?

What is your company’s vision for the future and mission statement?

Future company vision: 1-year, 3-year and 5-year goals?

What are the company's core values?

What are your short and long term goals as a company?

What communication tone resonates with your customers?

What are some of your common customer objections to buying your product/service?

Name the main reasons your customers remain loyal.

Have you developed a customer profile set?

If yes, describe in detail the profile/persona of your ideal customer

If not, do you need our services to help you develop this?

What is your marketing budget; current and target?

How much is a lead worth?

If it changes per service, please note that.

What is your close rate?

Which social media platforms does your target customer spend most of their time on?

What other brands or influencers does this person engage with on these platforms?

Who are your main competitors?

In what aspects do they currently outperform your company?

What is it that your company does better than your competitors?

What are the key differentiators between your product/ service and theirs?

If you are human, leave this field blank.