Client Onboarding

Business Name

Your Name

Your Email

Business

What’s your quick elevator pitch to describe your company?

What makes you excited about your industry or your business?

What are the biggest concerns of your industry?
(Problems that need to be solved, changes that are coming, trends in the market, challenges that need to be overcome, etc.)

What do people most commonly misunderstand about your business?

Competition

What is your ideal customer?
(Age, race, gender, location, etc.)

At this moment, how effectively are you reaching your target market?

Please elaborate

What are your prospects’ common concerns?

Demographic

Who are your primary competitors?
Links are helpful

What strategies or approaches from your competitors do you admire?

What’s your unique selling point? / What sets you apart from your competition?

Sales and Marketing Goals

What is your most profitable product or service?

What are easy wins or quick opportunities for growth in your business?

What sales/marketing goals do you have?

If you selected "other" for either above question, please elaborate.

What marketing avenues have you used in the past?

Which of these worked best for your business and why?

Branding Profile

How would you describe your brand?
(Persona, tone, etc. Do you want to give a more casual or professional impression? Are you funny or serious? Quirky or conventional?)

What are some taglines that you use for your business?

What are some important words that you want to emphasize?

What are some words that you want us to avoid?

Do you have a brand style guide (colors, fonts, logo usage) or visual identity guidelines?

Yes No

Please upload a copy of your style guide

Do you have an image/video database for your business?