Kick-Off Questionnaire Client Name This intake survey will prepare me for your evaluation. Have fun with it – rant, rave, go nuts. The better I know you, the better the final product will be. Getting to Know You: Tell me in one sentence – what do you do? What 5 things excite you more than anything? What drives you crazy about the online business world? What annoys you about your niche? What problem are you trying to solve? How did your company get started? What’s your philosophy/mission statement? Does your brand have a style guide? What’s the best advice you’ve ever received? Describe the personality of your business in five words or fewer. What are you most proud of, personally and as a company? What are your objectives? Gimme those KPI’s if you’ve got ‘em! What kind of vibe do you want it to have? How do you want the reader to feel? What do you want your target audience to do (CTA)? Tap into Your Target Audience: Who are you selling this to and what problem does it solve? How aware is your audience of your brand and product? What are the alternatives and/or competitors and what do you do better? How do your customers find you? Tell me about the user journey. How is your product/service delivered? What are the top features of your product, and which are exclusive to you? What are the top 3 benefits of your product or service? What do you think influences customers to purchase? What are their 3 most common objections and how do you currently overcome them? What’s the real value that you offer – what are you really selling? Dig into the Details: How are your products selling? How can you validate your expertise? Social proof? Do you have an FAQ file? Possibly customer service questions you’ve been asked? Do you have case studies or client testimonials? What is your monthly marketing / advertising budget? (You can give a range, but be as specific as possible so that I can provide you with the best action plan for your budget.) What seems to be working the best (if anything) for generating customers? Do you have any marketing plans in the works or ideas in the pipeline? Do you have a subscriber list? If so, how often do you email your subscribers? Please forward a few of the latest emails to me along with the open and click rates. In one sentence – where do you want to be in a year? Last, but Not Least: Do you have a brand vision board or voice dossier? If so, please attach here. Terms & Conditions I agree to the Terms and Conditions of the Max Pet Marketing General Services Agreement. Submit
