XPlatform Consulting - Questionnaire

UNLlIMITED CONSULTING

New Client Questionnaire
Full Name*

First NameLast Name
Company Name*
E-mail*
example@example.com
Phone Number
PROJECT OVERVIEW
Briefly describe the organizations history.
Please describe the project goals.
What is your mission, vision, purpose, value statement? If you don't have one what matters most?
Briefly describe your services
Describe your audiences? Who are we talking to and what are they like?
What is their need and how do we address this?
Briefly describe existing Marketing campaigns? What is working? What isn't?
What is your brands personality? (Corporate, friendly, etc)
Summarize the goals of this project. What needs to be accomplished, promoted, or provided? Which goals are priorities? Are there important deadlines or events that we should consider?
Describe the feeling you want this project to have.
What is the project call to action(s)?
Is there an existing color palette? Are there colors that we should avoid? If so, why?
Describe the websites, brands, packaging, and/or campaigns that you especially like? Your examples don't necessarily have to relate to your industry.
What is the approval process for this organization? Chain of command?
What is the estimated budget for this project?
Will this project be deployed in phases?*
If more than one phase is required, please specify.
Phase 1 - Estimated Completion Date

MonthDayYear
Phase 1 Description:
Phase 2 - Estimated Completion Date

MonthDayYear
Phase 2 Description:
Phase 3 - Estimated Completion Date

MonthDayYear
Phase 3 Description:
Phase 4 - Estimated Completion Date

MonthDayYear
Phase 4 Description:
Should be Empty:

UNLlIMITED CONSULTING

PROJECT OVERVIEW