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GET IN TOUCH
LinkedIn
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Home
What We Do
About
Contact
GET IN TOUCH
LinkedIn
DISCOVERY QUESTIONNAIRE
Name
*
First Name
Last Name
Email Address
*
Company
*
Describe your goals for your business. What does success look like at 3 months, 6 months, 12 months and beyond?
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BRANDING
How would you describe your core mission?
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What do you stand for? What is your “One Thing” above all else?
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What three keywords would you choose to describe your brand?
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Who are your competitors?
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Try to name at least 3 competitors:
Brand Positioning: What makes your brand different/ what separates you from your direct competitors?
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Value Proposition: Why should someone choose your brand over another? Describe the value your brand adds to your clients.
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What is the main message your brand is trying to communicate?
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What are 3-5 core values of your brand?
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What problems/ challenges does your brand face?
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What is your vision for your brand in the future?
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Your current online reputation management strategy is:
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Select the answer that most applies to you:
Great. We always have our finger on the pulse and always respond to all reviews, good or bad.
Okay. We sometimes respond to reviews, but not always straight away.
Non-existent. We don't track our online reputation at all.
SOCIAL MEDIA
What business goals would you like to achieve with your social media strategy?
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Tick all applicable boxes:
Increase revenue
Increase market share
Increase brand awareness
Become an industry thought leader
Influence others
Which social media platforms do you feel your business should be putting most focus on?
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Facebook
Instagram
TikTok
LinkedIn
X (Twitter)
Snapchat
Pinterest
YouTube
Threads
Email
WeChat
I don't know
Please list your top 3 traffic-driving channels/ marketing activities
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Please list your bottom 3 traffic-driving channels/ activities
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What is working for you (and not working) right now in your social media strategy?
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What’s the biggest barrier to your success on social media?
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TARGET AUDIENCE
Describe your target audience. Who are they? What makes them tick?
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What are the core needs or challenges your clients/customers/audience has that your company can meet or solve?
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Are there specific sectors, industry segments, geographic location etc that need to be focused on more than others in your brand's marketing strategy?
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What social listening have you done? What does your audience say about you?
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What type of content does your audience respond to best (if known)?
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Who else (brands/celebrities/people) does your audience engage with?
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What is the lifecycle of your client?
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(Conversion time and stages between hearing about your service and buying/ signing up)
What methods does your business use to win new business?
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CONTENT
What resources do you have available for content creation?
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What is your workflow process for content creation, from inception to publication?
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Does your brand have any dedicated hashtags? If so, what are they?
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THE TECHNICAL STUFF
Are you familiar with Facebook's Business Manager and Ads Manager platform?
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Select the answer that most applies to you.
Yes, we've mastered this platform.
Yes, but we'd like to learn more about using all its features.
No, we've never used it.
Are you familiar with LinkedIn's Campaign Manager platform?
Select the answer that most applies to you.
Yes, we've mastered this platform.
Yes, but we'd like to learn more about using all its features.
No, we've never used it.
Are you currently running any paid advertising campaigns for your brand? If so, on which platforms?
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Facebook
Instagram
LinkedIn
X (Twitter)
YouTube
Google AdWords
Pinterest
TikTok
Snapchat
Other
I'm not currently running any ads
Have you got any tracking pixels installed on your site?
*
Select the answer that most applies to you.
Yes, and we're tracking our results with it.
Yes, but we don't know how to use it effectively.
No, we don't know how to install it.
What's a pixel?!
Do you currently use any resources or automation tools to manage your content, marketing and sales?
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For example, Mail Chimp, Kajabi, Wordpress, Hubspot, Hootsuite, Buffer, Shopify, Later etc.
Do you have an in-house graphic designer?
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Yes
No
What are your current marketing metrics of success? How are you measuring these? Please list any technologies you use to track these metrics.
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How often are you measuring and reporting against marketing activities? (e.g. daily, weekly, monthly, quarterly, etc)
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Do you currently have an SEO strategy? If so, what are your top business-driving keywords?
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Do you have a current email marketing program? If so, what is its primary function?
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For example, loyalty/retention, sales, traffic driver, etc
What is your current email database volume? What is your month over month growth rate?
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Do you currently use any "growth hacking" activities on-site such as referrals, invites or rewards programs to drive growth? If so, how have these performed?
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Thank you! You’re one step closer to a winning digital marketing strategy.
We’ll be in touch!
