PROSPECT MARKETING QUESTIONNAIRE

Marketing & Branding Packages

(Please fill out as fully as possible, but don’t get stuck. The more you share, the better, however, we can accomplish the rest on a call later).
Company Name
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What is Your Timeframe to Start?*

Immediately3-6 Months6-12 MonthsNot Sure
What’s Your Marketing Budget for this, this Year?*
What’s are you hoping to accomplish?*
Who referred you or how did you hear about us?*
Website URL
The following are a set of questions that help us get to know you & your business better to help us do the best possible job we can do. These questions will help us uncover how your business works, your customers & community, your background & expectations, and the resources we have to work with – all extremely critical to our performance.
What Services Are You Currently Contracted For?

Email MarketingGoogle AdvertisingSocial Media AdvertisingSocial Media ManagementSEO MarketingWeb Design, Hosting & ManagementHubSpotOther CRMOther Marketing Platform
Understanding Your Business

In this section of questions, we will get to know your overall business better.
Are there any documents about your business that we should read and keep on hand? If yes, please provide them after this call.

yesno
Please briefly describe your business
Brand awareness questions

Getting to know your specific brand.
What are your brand's goals and vision?
What do you hope your customers say about your brand?
If you had to describe your brand in three words, what wouldthey be?
How are you different from your competitors?
Why do your customers trust you?
Please describe what your company offers (products/services), prioritizing top performing offers
Why your main competitors. Include website URLs
Why a customer would choose you over competitors
What problem(s) do you solve? What are your customers' pain points
What goals do you help accomplish? What are your customers' desires?*
What are some common misconceptions about your brand/product/service, if any?
Are there any products or category of products that you'd like to focus your campaign on?
Which type of feeling do you want people to associate with your brand?

Laid Back, Casual, Empathetic, Practical, Straight forward [Everyman]Optimistic, Happy Sweet, And Hopeful [Innocent]Energetic, Enthusiastic, Questioning, Adventurous [Explorer]Gentle, Kind, And Nurturing [Caregiver]Sophisticated, Very Professional, And Structured [Ruler] [Caregiver]Charismatic, Visionary, And Transformative [Magician]Will Swear, Speak Blatantly, Challenging The Status Quo [Rebel/Outlaw]Witty, Humorous, Entertaining, Loud, Exciting [Entertainer]Warm, Welcoming, Enticing, Seductive, Sultry [Lover]Logical, Analytical, Educational [Sage]Expressive, Imaginative, Original, And Poetic [Creator]Motivating, Encouraging, Achievement Oriented, Competitive [Hero]
What feeling(s) does your product or service create for customers who use it?
What are your overarching goals for your marketing strategy?
What specific metrics can we use to measure success for marketing?
What's your budget for marketing?
What’s your timeline for this to start?

MonthDayYear
Date
From your perspective, What can our team do to ensure this is a smooth, satisfactory process for you?
Understanding Your Target Audience

Let's Get Clear on Who We Are Reaching
What is the age or age range of your target audience?
What is the gender of your target audience?*

malefemaleboth
Where is your target audience located geographically?
What is their socioeconomic status?

Upper ClassMiddle ClassLower ClassSkilled Working ClassWorking ClassLow Income EarnerDon't know / N/A
If applicable, what is the occupation(s) of your target audience?
What sites do they visit? What brands do they love? What social media pages do they follow?*
Is there a type of target audience you do not want to attract?
What words/phrases do you consider people will be using to look for your products/services on Google?
Why would your target audience object to using your product or service?*
What else can you tell us about your target audience?*
HubSpot Marketing Related Resources

If you do not use HubSpot, please skip.
How do you utilize Hubspot for your business?
What integrations with Hubspot do you use?
Do you utilize Zoom, Teams or other videoconferencing solutions?
Do your video conferencing solutions integrate with contact management, Hubspot integration or other mailing list/follow up integrations? Or do you purchase Zoom lists for sales and marketing follow-up with HubSpot?
Do you have any online traffic funnels, landing pages or Meeting Booking Pages (ie: Calendly)?
What sales and marketing automations do you use?
What dashboard and tracking systems do you useto review your marketing and social media results?
Do you have any other sales, branding or marketing systems you use that have not been mentioned?
Website Resources

This is a short list for marketing purposes. If FT is contracted for full website development and/or management, use the website full questionnaire. This list is NOT exhaustive and assumes we are not fully rebuilding the site, but managing and branding.
What platform is your current website built on?
Please provide login information for your site after this call (admin url, username, and password).
Do you have photos we can use in our content?*

yesno
Are you ok with us using stock photos?*

yesno
Do you have any other print documents with content such as pamphlets that you would like us to consider as we work on your overall brand?

yesno
Would you like us to use a particular color scheme or are we free to use any range of colors in your content?*
SEO & Social Media Basic Questions

These questions are not exhaustive and are for our building an entire brand marketing plan. Should the client decide to utilize one of our social media or SEO packages, please further fill out the SEO and/or Social Media Package Questionnaires.
Are you familiar with the concept of SEO?

yesno
Do you know your website’s search rankings and basic traffic metrics from search engines?
Have you ever worked with targeted keywords?

yesno
Have you ever had an SEO expert place content for you on the web?

yesno
Would you be interested in discussing SEO solutions for your brand?

yesno
Do you currently use social media platforms for your brand?

FacebookTwitterTikTokYouTubeRedditWhatsappWechatLinkedInInstagramOther
Would you be interested in discussing social media marketing for your brand as well?

yesnoin the future
Please verify that you are human*
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Marketing & Branding Packages

Understanding Your Business

Brand awareness questions

Understanding Your Target Audience

HubSpot Marketing Related Resources

Website Resources

SEO & Social Media Basic Questions