Marketing Strategy Assessment Questionnaire We're excited about digging into the details of your business. This form should take about 30 - 45 minutes to complete. We'll review the answers together to discuss how we can best work together. Email(Required) Name(Required) First Last Address(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Website(Required) Primary Industry Category (e.g. Supplements)(Required)Secondary Industry (e.g. Retail)(Required)Revenue Segments & CustomersBrief Description of Your Business and Separate Revenue Streams(Required)Please include what percentage of your revenue comes from which revenue stream.Describe Your Ideal Client(s)(Required)(Industries, size, decision‑maker roles, any must‑have characteristics.)Why do people work with you vs another company like yours?(Required)List your services(Required)Which are your most profitable services?(Required)Brand, Search & VisibilityWhat's one Word Used to Describe Your Brand?(Required)Terms Your Ideal Client Would Search to Find a Business Like Yours(Required)What are Your Most Effective Lead Generation Activities?(Required)(Referrals, partners, inbound, outbound, events, etc.)Google Business Profile Link(Required)If you don't have one, just say n/a.Facebook Page URL(Required)If you don't have one, just say n/a.Twitter Page URL(Required)If you don't have one, just say n/a.LinkedIn Page URL(Required)If you don't have one, just say n/a.Yelp Page URL(Required)If you don't have one, just say n/a.Any industry review sites?(Required)(e.g. Houzz for remodeling, Avvo for attorneys)Top Competitor Website(Required)Top Competitor Website - 2(Required)Top Competitor Website - 3(Required)Strategy & MessagingWhich of the following strategy/messaging assets do you already have?(Required)Check all that apply Positioning statement or one-liner Customer / Ideal Client Profile (ICP) documents Messaging or brand narrative framework Sales deck or core pitch presentation Brand voice / tone of voice guide Customer journey map(s) None of the above / mostly in people's heads Any other strategy or messaging artifacts you have?What feels most urgent to improve right now? (Choose up to 2)(Required) Getting more new opportunities Growing existing clients more systematically Increasing your win rate on the opportunities you already see Clarifying who to target and how to talk to them Aligning your team around the same story/message Any other urgent priorities?If your website could only nail three things, what would they be?(Required)e.g. explain what you do, show strong proof/results, differentiate from competitors, highlight a specific offer, recruit new team members, support partners who send people your way, support sales conversations, etc.Constraints & CollaborationWhat constraints do we need to design around?(Required)Budget range for an initial engagement (ballpark is fine), Desired start date, "Must be done by" date, Time commitment from leadershipHow will we know we've "won" at the end of the engagement together?(Required)Is there anything you most hope to avoid in this project?Can we speak to 5 - 10 of your previous top clients?(Required) Yes! No Let's talk about it This field is hidden when viewing the formNames and Email Addresses of 10 Previous ClientsWe will not reach out to your clients until you introduce us. Δ
