Onboarding Questionnaire Page

our questionnaire

We can’t wait to hear all about you and your business.

Please complete this questionnaire before our meeting.

Step 1 of 12

General Information

Name(Required)

First Last

Email(Required)

Job title(Required)

Business name(Required)

Year established

MM slash DD slash YYYY

Other team members and titles

Your website

Competitors and websites (please list)

What marketing automation platform or email service provider (ESP) are you using and/or moving to?

Do you have eCommerce and if so, what is your eCommerce platform?

Do you use any email capture popups on your site currently?

Yes

Do you use any Facebook messenger and/or SMS currently?

Yes

What % of your total revenue comes from email marketing currently?

Business profile

Describe your business and brand(s)

Describe your brand differentiators and USPs

What sets your company apart from the competition? What are the unique selling proposition/s or value-adds in your business? Why do customers/shoppers want to shop with your company and keep coming back? What are the (realised and/or perceived) strengths?

Please provide the industries, target ages, genders, and the locations you are targeting

Describe the Personas/Characteristics of the current customer (personality, attitudes, values, interests, behavior)

What are your revenue goals for the upcoming year?

Where are your challenges?

How do you generate leads for your products and services?

How long does it take to turn a qualified lead into a closed deal?

Do you use lead scoring?

Yes

Tech Stack

Do you have access to the following and if yes, can you please add [email protected] with admin access to the accounts. Use the dropdown menu to indicate what you got.

Website Logins

Yes

Google Analytics

Yes

Google Search Console

Yes

Google Tag Manager

Yes

Hotjar

Yes

Facebook Meta

Yes

Instagram Login if it’s not connected to Meta

Yes

LinkedIn company page

Yes

Google My Business

Yes

CRM

Yes

Marketing Automation Platform

Yes

Email Service Provider

Yes

Hosting Logins

Yes

Domaine Name Logins

Yes

Project objectives

What are the overarching goals for your company by launching/optimising marketing?

What are your marketing challenges and pain points?

What’s your anticipated timeframe?

How quickly do these results need to be achieved? What else is a priority now?

Is your business seasonal? Do you have special dates, peaks, quarters or holidays?

How do you tackle your goals?

What is your plan to achieve your goals? Do you use an Entrepreneurial Operational System to tackle goals? Are you measuring your goals? Do you have the right resources available? Would you like to hear about how other people we have worked with have implemented similar marketing plans?

Catalog

How many products (approx) do you have in your catalog?

Describe the strategy behind your product collections and categories?

Are there key products you should let us know about, like best sellers or high margin products?

How does your pricing strategy look like?

Customers

In your opinion, do your customers purchase your product due to brand loyalty or due to your product line solving a problem?

Do your customers perceive your product line as a need or a want or both?

Marketing drivers

Please detail your current online and offline marketing initiatives for each of the following areas.

What do you feel is missing the most from your current marketing strategy?

(If you have had no specific paid marketing strategy/spend in the past, what is your company most excited about implementing from a marketing perspective now)?

To date, what is your company’s biggest overarching marketing success?

Acquisition strategies

Who currently manages your paid search campaign execution, strategy, and budget? Which bid management system do you use for PPC and other paid search campaigns?

What areas of your paid search campaign strategy have the greatest need for optimisation?

Are there any legal, trademark or brand keyword restrictions that we should know about that affect your campaign implementation and strategy?

What is your company’s main objective in paid social media advertising?

(I.e. driving ad/post engagement, revenue, email capture to grow the database, website clicks from qualified traffic, building brand social community etc.)

On social media, who is your target audience?

(Age, demo, sex, interests, purchase behavior, interests). Be as specific as possible.

Please provide your social media handles and follower counts.

Which products receive the greatest engagement on social media?

Has your company executed a Retargeting marketing strategy in the past?

If so, which specific Retargeting platform did your company use?

Email marketing

Which Email Service Provider (ESP) does your company currently use, if any?

How many emails do you currently have in your database?

Detail your current segmentation definitions?

Which triggered automations or flows do you currently have live within your ESP?

On average, how often do you send email campaigns?

Branding and messaging

What is your brand story?

Do you use a positioning line or slogan?

What are the top three key brand messages to convey?

Describe your target audience's personas in detail.

What is your current image?

What do you want the new image to project in our work?

What is the message to be conveyed through the design and imagery?

Do you have samples of work you like or brand associations you can make?

Are there mandatories to appear in the designs?

Yes

What is your fallback websafe Font Family?

Would you like to specify a text color?

Would you like to specify a link color?

Would you like to specify a button color?

Would you like to specify web links for the top or bottom navigation?

Would you like to specify social links for the footer navigation?

Address and company information required by the CAN-SPAM act and to help remind your recipients why they’re receiving your emails?

Content strategy

Describe the tone of your brand and communication in five words or fewer. Or supply a link to your tone of voice document.

I.e. creative, young, delicate, mature, formal, tender, modern, traditional, hipster, humorous...

What’s your dinner party pitch?

How would you describe your company in less than a minute?

Does your brand have a purpose or a manifesto?

Please share any marketing materials you think are relevant to your brand’s tone of voice.

I.e. Blog posts, Facebook posts, previous content strategy, brand book, style guidelines, videos, Instagram posts...

Company values.

What's the core of your company? What does your company stand for?

Competitors.

Further to the competitors, we asked you about earlier, what do you like about their communication efforts? (Up to 5 competitors)?

Do you know publications or companies that have a tone of voice that you find interesting that could be relevant for your company?

It doesn't necessarily have to be in your own field?

The heart of your value proposition.

Further to your brand differentiators and USP we asked you about earlier. How does your company live this? How can this be seen in your daily activities?

Customer pain points.

What's your customer looking for when they go after your company/product?

Do you have testimonials from customers?

Please provide or link to another document.

What’s the most common compliment you get from your customers when it comes to your products or services?

What’s the most common complaint?

Do you have a set of keywords to be used for your business?

Do you have a set of keywords to be avoided?

Technical logins

Shopify users

Please share the name of your store details on Shopify so we can request collaborator access. It will be: yourname.myshopify.com

If applicable, please send an invite to [email protected].

Admin access to other eCommerce platforms/website

Admin access to CRM and/or a marketing automation platform

Admin access to other ESP users, i.e. Mailchimp

Edit/download permissions to any files/dropboxes/cloud access

Add to your workspace Slack/Microsoft Teams/Google Spaces currently used at your company

Who do we invite from your team into our project management and collaboration tools?

Please provide a full list of team members with their full names, email addresses and any restricted permission requirements.

Checklist of useful assets to share with us

Use this list as a reference of assets and files to share with us.

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First Choice

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