The Brand Foundation Qs

Build Your Brand Strategy Foundation

The fundamentals needed to establish a strong brand and content to match.
Name

First NameLast Name
Email
example@example.com
Phone Number

Area CodePhone Number
The End Game: It's all about the outcomes.

If you don’t know where you’re going, any road will do. – Lewis Carroll
What’s your end game for the business? Think about your business growth goals for the next 1-3 years. Think about growth in terms of increased revenue, AUM, number of clients, etc.? How will your team grow and what’s needed to support them?
What is your personal End Game? Part of running a business is your own growth – what do you want for yourself? How do you want your lifestyle to change – more time off, more travel, more income, better balance in your life, etc.? If your business goals are not helping you to reach your personal goals, then what’s the point of being in business for yourself. No limits here.
Please give three signals that will help you know you’re on target to meet your business growth goals.
Please give three signals that will help you know you’re on target to meet your personal growth goals.
The Why of Your Business: It's about connecting.

People don’t buy what you do; they buy why you do it. And what you do simply proves it. – Simon Sinek
Please give me three reasons why you are in business.
What or who was the strongest influence for why you started your own business?
What is your business philosophy?
Think about what your clients say to you about your business and how you do business with them. What are three recurring themes that you hear?
Please describe your business in one sentence and focus on what you want people to know or remember about your business?
This can be funding, technology, human capital, office space, etc.
Please list the top three for each of the following: strengths, weaknesses, challenges (threats), and opportunities.
Who are your competitors? Please name the top three.
Please provide website links if possible.
How is your business different from others that you think are your competitors?
For part a), these can be in any industry.
What do clients say makes your business different from others in your industry with whom they have worked?
Please tell me three client stories that highlight how your business is different.
Your Ideal Client: It's about your right fit client.

When you speak to everyone, you speak to no one. – Meredith Hill
Please describe your ideal client. Think about the clients you most enjoy working with – you click with them and so does your team. What are their key characteristics and values?
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How are your current clients different from past clients?
If you want different clients than your current clients, what do your new clients look like?
Think about them as a total package – from career and assets to personality and values – describe who these clients are. Do they work in certain industries? Where are they located? What must they have in common with each other and with you and your team to make them a right fit? Married, single, children, grandchildren? Feel free to give them a name if that helps you describe them.
Why do clients choose you and your business? Please give three reasons that clients tell you were most important in choosing you and your business.
Growing Your Business: It's about synergy.

Growth is never by chance; it is the result of forces working together. – James Cash (J.C.) Penney
How do most clients come to you?
What are you doing proactively to grow your business?
Please include networking, marketing, communications and other activities that you are or have used to help grow your business.
What results have these activities produced?
Please be specific. For example, attended three networking events in 4 week, got one new client; bought Facebook ads for six weeks, got six potential leads, no clients, etc.
What about you and your company appeals most to your current clients? How will that change as the company grows?
What growth opportunities do you have on deck for the next three to six months and how many new clients do you intend to get?
Please be specific. For example, planning two online webinars for Q1, intending one new client from each webinar; speaking at entrepreneur conference, intend to get 10 new leads and three new clients, etc.
What resources do you have or need to take advantage of current and future growth opportunities?
This could be anything - new website, more free time to think and plan, adding staff, upgrading systems, etc.
What else would you like to share that we haven’t asked, and which might be important for us to know?
Thank you for taking the time to review and answer these questions. We create a better Brand Foundation when we understand you and your business thoroughly.
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Build Your Brand Strategy Foundation

The End Game: It's all about the outcomes.

The Why of Your Business: It's about connecting.

Your Ideal Client: It's about your right fit client.

Growing Your Business: It's about synergy.