Client Questionnaire

1Contact Information

2Your Customers

3Your Business

4Your Current Marketing

5Helpful Information

First Name:

Last Name:

Email Address:*

Phone Number:

What is your company name?

What is your website URL?

Getting To Know Your Customers

This helps us to put together our strategy. Please be as descriptive as possible.

What do your customers like?

What do your customers dislike?

How Old Is Your Ideal Customer?

18-25

26-40

41-55

56-65

65+

What Is Your Target Audience's Gender?

Male

Female

Both/All Genders

Do you have a list of your current customers?

Are there any specific keywords/buzz words that your customers usually search for?

Is there any other information about your ideal customer that we should know?

Getting To Know Your Business

In this section, you will tell us about the internal side of your business.

Could you please explain your business as if we are in 1st grade?

While this question may seem silly, this will help us to write ad content for your customers. Please make this 1-3 sentences long.

What services do you provide?

Here you can describe your business as if you were talking to a colleague. Please list any services/products that you would like to market. Please describe each one if they are technical.

What are your primary goals?

Website Traffic

Calls

Messages

Conversions

Chat Leads

We understand that you have a few different goals. Please just pick a couple from the list below that you really want to focus on.

Who are your main competitors?

Why do your customers buy from you instead of your competition?

What are your most profitable products/services?

Do you provide discounts as part of your business model? If so, please tell us more below

Do you have any branding guidelines that we should keep in mind?

Is there anything else about your business that would be helpful in creating our marketing strategy.

Getting To Know Your Current Marketing

This section tell us what we will need to setup and what we can just get access to.

Do you have a Google Ads Account?

Yes

I'm not sure

Do you have a Facebook Ads Account?

Yes

I'm not sure

Do you have a Google My Business listing?

Yes

I'm not sure

Do you have Google Analytics setup?

Yes

I'm not sure

Have you ever run ads on another platform? If so, please tell us where you have run ads.

Do you have a Google Drive or DropBox with your assets?

This might include images, logos, past ads, etc. If so, please provide the link below or share access with [email protected]

Getting Our Helpful Information

Although these questions are a little bit longer, they are super important. They will save both of us a lot of time. Please provide any information that you have.

Could you please provide a URL list of web assets? Your website, socials, etc.

Ideally, this list would include your website, Facebook page, and any other websites where your business is featured. This prevents us from needing to ask if you have an account on a certain page.

Could you please provide any login information you have?

Ideally, this list would provide us with the login information for your website, Google Analytics, Google Ads, ClickFunnels (if applicable), CRM, etc. If you are not comfortable sharing this information, please add [email protected] as a user on all of your accounts.

What is your starting daily budget? If you are not running ads, please put "N/A"

We say "starting" because you can always change it as we go. While we do consider the daily budget, we will make sure that we do not spend more than your monthly budget. At times, we like to put more money up front so that we can test different ideas. After that we will decrease the budget so that it evens out at the end of the month.

What is your starting monthly budget?

Is there any information that we missed that might be helpful?

Phone

This field is for validation purposes and should be left unchanged.

Basic Information

Getting To Know Your Customers

Getting To Know Your Business

Getting To Know Your Current Marketing

Getting Our Helpful Information