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DISCOVERY QUESTIONNAIRE FORM

PROSPECT INFORMATION:

First Name

Last Name

Phone *

Email *

Company Name *

Website

SECTION 1: BUSINESS CONTEXT & GOALS

What's the primary business goal you want to achieve with marketing in the next 6-12 months?

What does success look like for you 90 days from now?

What's the one thing that, if we accomplished it together, would make this investment completely worth it?

SECTION 2: IDEAL CLIENT & TARGET AUDIENCE

Who is your ideal client/customer? (Be as specific as possible - demographics, income level, job title, etc.)

What is the primary problem or pain point your ideal client is experiencing when they find you?

What is the primary desired outcome your ideal client is looking for when they hire/buy from you?

Where is your target audience geographically located?

SECTION 3: BUSINESS MODEL & SALES PROCESS

What is your average customer/client lifetime value (LTV)?

Walk me through your sales process from first contact to closed deal. What does that journey look like?

How long is your typical sales cycle? (Days/weeks/months from first contact to closed deal)

What percentage of your business currently comes from referrals vs. new leads?

SECTION 4: CURRENT MARKETING & PAIN POINTS

What marketing efforts have you tried in the past? What worked and what didn't?

What are the biggest challenges or frustrations you've faced with your current marketing strategy?

If you've worked with a marketing agency or freelancer before, what did you like or dislike about the experience?

SECTION 5: COMPETITIVE LANDSCAPE

Who are your main competitors, and how do they show up in marketing/content?

What makes someone choose you over your competitors? What's your unique differentiator?

SECTION 6: CONTENT & PLATFORM PREFERENCES

How comfortable are you with being on camera or creating video content?

Very comfortable - I'll do it myself

Somewhat comfortable - I'll need guidance

Not comfortable - I prefer to stay behind the scenes

Open to it but haven't tried yet

How much time can you realistically dedicate to content collaboration each week? (Content review, providing input, etc.)

Do you have brand guidelines, logos, photos, or existing content assets we can leverage?

Yes - I have a full brand kit

Some - I have logos and basic assets

No - I need help with this

Not sure

SECTION 7: PROOF & SOCIAL CAPITAL

Do you have client testimonials, reviews, case studies, or success stories we can feature in content?

Yes - lots of them

Yes - a few

No - but I can get some

No - I'm just starting out

Are there any upcoming events, launches, seasonal peaks, or promotions we should plan content around?

SECTION 8: BUDGET & RESOURCES

Do you currently use any CRM, email marketing tools, or software to manage your business? If so, which ones?

SECTION 9: SUCCESS MERICS & TIMELINE

How do you currently track leads and conversions? (CRM, spreadsheet, mental notes, etc.)

What specific metrics matter most to you? (Leads, revenue, followers, engagement, website traffic, etc.)

When would you ideally like to get started if this is a good fit?

Immediately

Within 2-4 weeks

Within 1-2 months

Just exploring for now

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