Onboarding

Onboarding Questionnaire

Hey hey 👋 Happy Sunday! 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


Unique Value Proposition


Goals


Services, Products & Delivery


Customer Pain Points


Target Demographics


Customer Journey


Sales Processes


Key Staff and Details


Brand Identity


SWOT Analysis


Your Competitors


Finance


Current/Previous Marketing Strategy


Marketing Budget and Resource Allocation


Website


Domain Names & Email


Social Media


Content Marketing


Email Marketing


Paid Advertising


Analytics & Reporting


Marketing Technology and Tools


External Partnerships and Collaborations