WP Client Discovery Form

Discovery Form

Client / Project Details
Which service are you taking from wizard pi?

BrandingWebsiteDigital Marketing
Client First Name
Client Last name
Company Landline #
Mobile #
Business Name (TA)
LTD Name (if different)
Client Email
example@example.co.uk
Any additional notes
(Additional emails / info / address)
Business Details
What are the core products / services of your business?
Details & USP's. Please be as specific as you can.
Please describe your ideal client / sector:
Please be as specific as you can. Age / location / same shopper as this brand.. / etc.
Additional notes:
Business development plans / reason for change or new services.
Social Media platforms:

Please add URL's here if any of these social media platforms apply to your business.
Facebook
Instagram
Threads
Twitter / X
TikTok
Linked In
Branding
What type of project is this?

New BrandRebrandBrand EvolutionNew SpeciesOther
Do you have access to your existing brand files?

YesNo
Dropbox Link or similar sent to wizard pi (URL)
Or upload brand assets directly here:

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Describe what you like for your brand:
Colours / style / logo / brands that inspire / websites you like / etc. Feel free to showcase content outside your own industry.
And / or tick to upload examples directly

Upload files directly
Upload examples here:

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Describe what you DON'T like for your brand:
Colours / style / logo / brands that inspire / websites you like / etc. Feel free to showcase content outside your own industry.
And / or tick to upload examples you don't directly

Upload examples directly
Upload examples you don't like here:

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Which brand assets are you looking to have designed?

Business cardsPresentation foldersLetterheadsSocial media skins (profile picture / cover photo)Complement slipsOther
Which brand assets are you looking to have designed?
Water bottle / vehicle wrapping / garments / etc.
Additional notes on Branding:
Please add any final thoughts, comments or important details that could help with us provide a better service.
Websites
Are wizard pi redesigning your branding?

Yes (see branding questions - Tick "branding" to reveal questions)No
Do you have access to your brand files?

YesNo
Dropbox Link or similar sent to wizard pi (URL)
Or upload brand assets directly here:

Please leave in blank if dropbox link has been sent.
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Do you have a current website?

YesNo
What is the web address (URL)?
Please type / paste here
Do you know which platform your website was built on?

WebflowWordpressWixSquarespaceShopifyUnsureOther
And do you have access to the back-end of your site?
Current website username:
Current website password:
Are all the pages on the site still relevant?
Please list the pages that aren't relevant here:
Find and copy URL's into this section. Type N/A if there aren't any
On the pages that remain - how much of the content are you happy to bring over?
Do you need any additional pages?
Please list what are these additional pages here:
Type N/A if not. If yes list them here please.
Will your site need any additional capability? (Calculators / Logins / Plugins / etc.)
And do you currently have access to these capabilities / plugins / software?
Please list the capabilities / features you are after?
Calculators / Logins / Plugins / Bookings software / etc.
Describe how you wish your website to be designed?
Styles / Looks / Features you had in mind? Picture Heavy? Spaced Out? Editorial? Playful? Colours Etc.
Who are your competitors sites? Do you like them?
Please paste the URL's of known competitors here. And make a comment under each if there is any feature the customer wants/likes.
Are there any other websites that you do like?
Please paste the URL's here. And make a comment under each if there is any feature the customer wants/likes.
Additional notes on Website Design:
Please add any final thoughts, comments or important details that could help with us providing a better service.
Digital Marketing
Which of our Digital Marketing Services are you after?

SEOPPCSMOSMAEmail Marketing
SEO: Regular copywriting and technical healthchecks that help your business to be discovered on search engines like Google.

PPC: Paid positioning advertising where your website appears at the top of Google. This Advertising only charges the budget when the visitor clicks the Ad link.

SMO: We create a continuous stream of in-line-with-brand static and video content. We also schedule these content pieces at strategic times to increase chances of organic engagement.

SMA: We create bespoke Social Media Ad content pieces to acomplish a particular goal such as increasing follower numbers, online sales conversions, etc.

Email Marketing: We produce a combination of automated, branded and scheduled emails to help your established audience re-engage with your business.
Additional notes on Digital Marketing:
Please add any final thoughts, comments or important details that could help with us provide a better service.
SEO - Search Engine Optimisation
Have you previously connected Google analytics to your site?
Do you have access to the Google Profile that set-up this Google Analytics?
Please provide login details to the Google Profile that set-up your previous Google Analytics:
Do you have a Google my business profile set-up already?
You can quickly check on google if your Google my business profile has been claimed by you or someone else. (Type business name on Google)
See Example below:
Do you have access to such Google my business profile?
Please provide the login details to the Google account holding the Google my business profile:
Have you used any other analytics tracking software?
Please provide the login details to these analytics tracking accounts:
Are there any target areas you’d like us to focus on when writing content for SEO?
This helps your site be discovered organically in local searches to such areas
Please list the areas you'd like us to focus on (target) when writing content for SEO:
Eg. Neighbouring suburbs / Only the West Midlands / Etc.
Are there any particular topics you would like us to focus on when writing blogs for your business?
We use strategic writing in our blogs to help match relevant searched for phrases amongst your target audience.
Please list the topics you'd like us to focus on when writing content for SEO:
Eg. Commercial benefits of using your business services.
Additional notes on SEO:
Please add any final thoughts, comments or important details that could help with us provide a better service.
PPC - Pay Per Click
What is your monthly Ads budget for PPC?
Do you have a current Google Ads account?
Do you have login details for this Google Ads account?
Please provide the login details for this Google Ads account:
Is there a specific demographic you’d like to target with these Ads?
Please describe this target demographic:
Please be as specific as you can. (Age / Gender / Location / Industry/ Etc.)
Is there a specific demographic you’d like us to avoid targeting with these Ads?
Please describe this the demographic you'd like us to avoid:
Please be as specific as you can. (Age / Gender / Location / Industry/ Etc.)
Is there anything specific we should avoid including in these Ads?
Please specify what should we avoid including in these Ads:
Please be as specific as you can. Eg. Avoid people over 60's
Are there any specific keywords you’d like us to target?
Keywords are phrases people might search for in Google. Like Painters near me
Please list these keywords here:
Please note: specific keywords might be highly competitive and thus be more expensive to target minimising the impact of your budget. This will vary from industry to industry and audience to audience.
Are there any specific keywords you’d like us to avoid?
Keywords are phrases people might search for in Google. Like Painters near me
Please list these keywords to avoid here:
Please note: specific keywords might be highly competitive and thus be more expensive to target minimising the impact of your budget. This will vary from industry to industry and audience to audience.
Would you like us to complement PPC with retargeting Ads through social media & emails?
We can retarget visitors to your website using social media ads. Creating a sort of advertising combo to increase the chances of lead-conversion.
*** PLEASE SCROLL BACK UP AND TICK THE SMA OPTION UNDER DIGITAL MARKETING "Please select the digital marketing services you are after" ***
Please select the platforms you'd like us to retarget through?

FacebookInstagramTikTokYoutubeLinked InEmail MarketingOther
Would you like to us to delegate a portion of your PPC budget for this or do you have additional budget you’d like to allocate for retargeting Ads?
We can retarget visitors to your website using social media ads. Creating a sort of advertising combo to increase the chances of lead-conversion.
How much would you like to allocate for retargeting ads from your existing budget?
How much additional budget would you like to allocate for retargeting ads?
Additional notes on PPC:
Please add any final thoughts, comments or important details that could help with us provide a better service.
SMO - Social Media Organic
Please select the social media platforms you'd like us to design for:

FacebookInstagramTikTokYoutubeLinked InEmail MarketingTwitter / XOther
Do we need to set your business up on any of these social media platforms "from scratch"?
Please select the social media platforms we need to set-up your business up with from scratch:

FacebookInstagramTikTokYoutubeLinked InEmail MarketingTwitter / XOther
How frequently would you like us to post across your platforms?
Are there any specific topics, themes, products or services you'd like us to focus on when creating content for your social media platforms?
Please describe what we should focus on:
Please be as specific as possible. Eg. Focus on service A more than the other services / Mention at least once per month our Social events.
Is there anything specific we should avoid posting about?
Please describe what should we avoid posting about:
Please be as specific as possible. Eg. never mention this particular product cause we can't advertise it.
Please list any additional comments that could be helpful in producing your social media content.
Please be as specific as possible.
Are the any particular days you'd like us to post on or avoid posting on?
Please describe the schedule you’d like us to follow:
Eg. Only Monday and Thursdays
Do you have photo or video assets we could use for your socials?
Please share assets bank URL's like Dropbox, OneDrive or similar (best for quality)
Only if applicable.
Or upload assets directly here if needed.

You can upload multiple files.
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Finally, Would you be interested in our content creation services? (photography and videography)
These are included at least quarterly in all our SMO packages. Additional photoshoots could incur additional cost.
Additional notes on SMO:
Please add any final thoughts, comments or important details that could help with us provide a better service.
SMA - Social Media Advertising
What is your monthly Ads budget for Social Media Ads?
Please select the social media platforms you'd like to advertise on:

FacebookInstagramTikTokLinked InOther
What would you like the theme or focus of the Ad / Ads to be?
Please be as specific as possible.
Please list the locations would you like your Ads to show in:
Please be as specific as possible. Eg. All across the UK / Just Worcester
Is there a specific demographic you’d like to target with these Ads?
Please describe the targeted demographic:
Please be as specific as possible. Eg. 20-50 YO males who work in construction.
Is there anything specific we should avoid including on the Ads?
Please specify what should be avoided:
Please be as specific as possible. Eg. Do not use phrase "fat free"
Do you have photo or video assets we could use for your Ads?
Please share assets bank URL's like Dropbox, OneDrive or similar (best for quality)
Only if applicable.
Or upload assets directly here if needed.

You can upload multiple files.
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Please add any final comments that could help us curate your next social media Ads:
Additional notes on SMA:
Please add any final thoughts, comments or important details that could help with us provide a better service.
EMAIL MARKETING
Do you have an existing email list?
Is your business currently using an email campaign platform?
Eg. Mailchimp
Do you have access to the back-end of this platform?
Eg. Mailchimp
Please provide the login details for this platform or which email you are setting up your account with:
Please describe how frequently would you like us to send emails?
Please be as specific as possible. Eg. Every 2 weeks, once a month, never on Mondays
Are there any specific situations when you’d like us to send an automated email to an audience member?
Eg. When they purchase an item for the first time
Please specify the situations we would need to send an automated email:
Please be as specific as possible.
Is there anything specific content you'd like us to focus on when crafting these emails?
Please specify what content we should focus on with these emails:
Please be as specific as possible.
Is there any specific content we should avoid including in these emails?
Please specify what content we avoid including in these emails:
Please be as specific as possible.
Additional notes on Email Marketing:
Please add any final thoughts, comments or important details that could help with us provide a better service.
Finally, would you like additional bespoke video or photography as part of your digital marketing package?
What would we be capturing on photo or video?
Please be as specific as you can be here.
Additional notes on Photography and/or Videography Services:
Please add any final thoughts, comments or important details that could help with us provide a better service.
Should be Empty:

Discovery Form

Business Details

Branding

Websites

Digital Marketing

SEO - Search Engine Optimisation

PPC - Pay Per Click

SMO - Social Media Organic

SMA - Social Media Advertising

EMAIL MARKETING