Onboarding

Onboarding Questionnaire

Hey hey 👋 Happy Friday! We understand that it can be difficult to provide us with detailed information about your business and the direction you're looking to take it in over a phone call, or even in a face-to-face meeting. That's why we've created this questionnaire. Your answers will provide a detailed picture of your business. Where your business is, where it has been and where you are looking to go next. By taking the time to answer each question, you will help us better understand your business. The questionnaire should take approximately 45 minutes to complete. Some answers may require you to look up the information. If any questions don't apply, feel free to skip them - we'll aim to fill in the blanks as we work together.

Company Overview

Your Company Name

Your First Name

Your Last Name

Your First Name

What year was founded?

Describe the culture of .

Unique Value Proposition

What would you say if we met in an elevator and you needed to pitch your company?

What makes different from its competitors?

What value does offer customers that other companies may not?

How has grown or evolved since it was founded?

How do you think will evolve over the next 5 years?

Goals

What goals do you want to achieve in the short term? (0-6 months)

What goals do you want to achieve in the mid-term? (6-18months)

What goals do you want to achieve in the long-term? (18months+)

Do you currently have any strategies to reach these goals (apart from working with us)?

Services, Products & Delivery

What products and services does offer?

What are the common challenges helps its customers solve?

Describe the typical process for delivering products and services to customers,

Do you have SOPs (Standard Operating Procedures) in place for service/product delivery?

Customer Pain Points

What is the main customer pain point that solves?

Are there any other customer pain points that addresses?

How does differentiate itself in solving these customer pain points?

What do your customers really want? (e.g. do they want the steak you're selling, or are they actually after the sizzle?)

How does measure its success regarding customer satisfaction and addressing customer pain points?

Target Demographics

Describe your ideal customer.

What specific geographic areas do you target/service?

Are there any geographic areas you don't target/service?

Are your customers typically male/female/other?

How old are your customers?

Do you have existing customer avatars you can share?

Customer Journey

What does the typical customer journey look like for your customers?

How does currently build relationships with its customers?

Describe any processes or tactics has in place to ensure customer satisfaction.

What are the most common challenges that 's customers face?

Sales Processes

What are your sales processes and strategies?

Are there any tools that uses to manage its sales pipeline?

How do you currently track leads, opportunities, and customer interactions? (Do you have a CRM?)

Key Staff and Details

How many employees does have?

Who are the key members of the team?

What are their roles and responsibilities within the company?

Is there anyone we will liaise with frequently?

Brand Identity

What is the core brand message of ?

What values does { stand for?

How would you describe the visual aesthetic of ?

Is there any particular type of content or tone that strives to use in its marketing efforts?

SWOT Analysis

What are the primary strengths of ?

What weaknesses does have?

What opportunities is taking advantage of in its current market?

How might be threatened by external factors in its industry?

Your Competitors

Who are your main competitors?

Finance

What is your average gross margin?

What is your average gross profit?

What is your Average order/sale value?

What is your current average monthly revenue?

What was your revenue over the past 12 months?

What revenue figures can achieve in the next 12 months?

Has revenue been trending upward or downward over the past 6 months?

Has net profit been trending in the same direction?

Current/Previous Marketing Strategy

What marketing have you done in the past that's worked well?

What marketing have you done in the past that did not work out?

How and why do you think these efforts were successful/unsuccessful?

If you've worked with another marketing agency in the past. What did you like/dislike?

Marketing Budget and Resource Allocation

What is 's total annual marketing budget?

Provided you're seeing a profitable return on investment, are you willing to increase the advertising spend to achieve your revenue goals?

Website

How would you rate your website out of 10?

What could be better?

When was the website created?

Who designed/developed the website?

Domain Names & Email

List the domains you currently own.

Where/who hosts your emails for ?

Social Media

What social media channels does actively use?

Who manages your social media channels?

Are there any specific strategies or tactics uses to engage its audience on social media?

What metrics does use to measure its success on social media?

Content Marketing

What content marketing initiatives does use?

Which channels does use to distribute its content?

What metrics does use to measure the success of its content marketing efforts?

Email Marketing

How large is your email database?

How often do you send out emails?

Do you have any email automation setup?

Paid Advertising

What have you spent on paid ads over the past 12 months?

Where do you currently (or plan to) advertise? (digital, print, radio, tv etc.)

How often do you measure the performance of your ad campaigns?

What's your current Return On Ad Spend (ROAS) or Cost Per Lead last 30d?

What's your ROAS or Avg Cost Per Lead Last 12m?

Analytics & Reporting

Which analytics platforms does use?

Are there any internal reports produces regularly?

Marketing Technology and Tools

What marketing technology and tools does currently use? (List all)

Are there any tools or technologies that you would like to implement in the near future?

External Partnerships and Collaborations

Does work with any external partners, collaborators or influencers?

What type of partnerships is looking to build in the future?

Are there any particular strategies or tactics you use to work with external partners?

Can you describe the process for finding and negotiating new partnerships?