HOW Marketing Services – Quick Discovery Questionnaire
Answer a few short questions to help us prepare for your discovery call—takes about 10 minutes and there are no wrong answers.
The Basics
Business name
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Website
Social media handles (e.g. Instagram, Facebook, LinkedIn)
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In two sentences, what does your business do and who is it for ? (i.e. who is your customer/client) ?
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How Your Business Runs
Including you, how many people are involved in the business?
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Briefly, who does what?
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Which best describes how you spend most of your week?
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Talking to customers / winning new business
Actually delivering the product or service
Admin, logistics, scheduling, invoicing
A bit of everything constantly
How You Make Money
How do you make money?
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I make a product and sell it
I buy/source something and resell it at a markup
I deliver a service personally
My team delivers a service I sell
Other
Roughly, is your pricing/margin comfortable, tight, or not sure?
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Where's the Pain, really ?
Pick your top 1-2 pain points
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Not enough leads or enquiries coming in
People enquire but don't convert into paying customers
We're overloaded – too much work not enough hands to deliver it
Admin and logistics are eating all the time
Marketing is inconsistent – we know we should but don't get to it
Something else
If you selected 'Something else', please specify
The Bigger Picture
If we could fix ONE thing in the next 3 months, what would make the biggest difference to where the business is now ?
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What have you already tried, if anything?
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What's the first thing you'd love to hand off if you could?
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Thanks for taking the time - this genuinely helps us give you a useful, specific answer rather than a generic pitch.
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