Questionnaire – Digital Marketing

Please use this form to provide as much information as you can for your digital marketing needs. The more detailed you are with your answers, the more accurate we can create your proposal. Spend 30-60 minutes really thinking through the questions and your answers to them. This is important stuff! Think about your company, your brand, and how you want to make a great first impression for your potential clients, etc. If you get stuck or need more time, you can save this form as a draft and come back and fill it out at a later time.

Name*
First Last
Phone*
Email*
Organization Name*
Your Website's URL
Where is your website hosted?*
Examples: Godaddy, Network Solutions, Bluehost, "some account my old web guy set up but I can't remember," etc.
Who is your domain registrar?*
Note: this may or may not be the same as your website host. Often, it isn't. Domain registrars include: Namecheap, GoDaddy, Domains.com, Google Domains, etc.
If your website went down and stopped working right now, do you know exactly who you would call to help you fix it?*
(This will help us determine who you think of as your "webmaster.") Hint: if you don't know who to call, this is something we should talk about, and soon.
- Yes
- No
Do you have full administrative access to your website, or it held under lock and key by someone else that isn't in your company?*
Sometimes webmasters or web design companies will be the only ones with administrative usernames/passwords to website dashboards and control panels.
- Yes, I have full access
- No, I don't have full access
- I can't remember/I'm not sure
Do you already have a logo/brand for your company? If yes, are you pleased with it or does it need to be updated? Do do you have it in high-resolution format?*
High-resolution file formats include: AI, EPS, PSD or PDF.
Do you have quality photography of your office, team, products, or other things that you'd like to showcase online?*
(If yes, we will provide a way to collect those later)
- Yes
- No
- Unsure
Who would you consider your top three competitors to be? List them below, and include their URLs if possible.*
What would you say is your organization's unique selling proposition? (What makes you stand out from the competitors listed above?)*
Please provide 3-5 URLs of websites that you like in terms of design and layout, whether they're in your industry or not.*
If you can, please also explain what you like about them.
In a few sentences, describe exactly what it is your business does. Be as specific as you can.*
Example: "I own a food truck that specializes in gourmet cupcakes. I drive around Metro Denver from 11:00am-7:00pm six days a week (Mon-Sat), parking next to concerts, outdoor events, and parades, and sell cupcakes to people as an impulse buy for $5 each. I currently only accept cash."
Please describe any aspects of your business or product offering you are NOT interested in marketing.*
Example: "I have a property management company. I only want to market my company to property owners in order to convince them to have me manage their properties. I do NOT want to advertise to the renters themselves—I already have rental applicants coming out my ears, and there's no point spending money to get more of them."
Are there any misconceptions about who you are or what you do?*
Example 1: "My company is named 'Master Auto Glass.' People frequently confuse us with our competitors, 'Automaster Glass' — it's a branding problem we've been fighting for years." Example 2: "I'm based in Denver, Colorado, but I get calls sometimes from people in New Jersey because there's a company out there with the same name as mine."
What is your timeline? Do you have any hard deadlines we should be aware of?*
Example: "I have a booth each year at my annual industry trade show. This year, the show is June 3, so I'd like to have all my digital marketing running at full speed before then."
What is the specific purpose of your website? Describe exactly what you want people to do when they find it.*
Example: "My website shows my potential customers high-quality photographs of my beautiful, custom, hand-made furniture. I want people to view the furniture online, select the specific options and dimensions they want, and place an order and pay online. When their furniture is done, I want them to receive an email notice saying it's ready for pickup at my workship in Akron, Ohio."
Do you have a "brick-and-mortar" location?*
Example: office, clinic, shop—a physical place with an address.
- Yes
- No
Please describe your physical location.*
Example 1: "We have a physical address with a mailing address, but clients never come in because it's just a warehouse." Example 2: "We have multiple physical locations where clients come in to us during business hours. Example 3: "We have a physical location but it's rare that people would come in, and it's by appointment only, so we need people to call first."
Will your website "mirror" exactly what you do in real life at your brick-and-mortar location? Or will it do something different?*
Example: "At my location, we offer dental cleanings and tooth whitening services, but on the website, we will only offer sales of whitening kits, since people have to come into our location for the actual whitening services."
Are there any other third-party services, plugins or APIs that will need to be integrated into this site? If so, what are they?*
Examples: subscription processing, online registration systems, IDX widgets, inventory management synchronization, CRM integration, automated drip campaigns, online scheduling widgets, etc.
What are you currently doing to market your organization? What is and isn't working? (Or, what have you done in the past that did/didn't work?)*
Examples: email newsletters to current customers, social media marketing, SEO, pay-per-click ads, billboards, direct mail, phone books, cold calls, radio ads, etc.
Does your website have revolving inventory, or constantly changing content that needs to be updated frequently?*
- Yes
- No
- (Unsure)
Will you be the one making these updates to the website, or will someone else do this?*
- Me
- Someone Else
What is the name of that "someone" who has time to do this? Have you already spoken to them about this?
Do you currently keep a database of your existing clients and prospects with all their email addresses?*
Hint: you probably do, even if you don't think so. If you use Quickbooks, a CRM, or a POS system, you can probably do an export of your customer database.
Who is your target audience for the website? Please describe him/her very specifically.*
Example: "My salon caters specifically to older men who are starting to lose their hair. My target audience is usually insecure 50-year-old married men making at least $120,000/year that live in San Diego. They've just started receiving AARP solicitations in their mailbox and don't want to feel like old guys yet. They're probably going to find my website late at night when nobody else is looking. They'll book an appointment with us but, they don't want anybody (including family members) to know about it. Discreet packaging is very important to them."
Where is your target audience located?*
Are they in a certain city? Statewide? National? International? Can you sell to someone in Puerto Rico? Alaska? Canada?
Is there any type of specific audience you do NOT want to target?*
Example: "My store sells liquor and CBD products. We have to be very careful not to market to (or even appear to market to) people under the age of 21").
Do you ship or deliver products? If so, where are you willing to ship to?*
Is there a proximity to your headquarters or office you're willing to ship or deliver to?
Do you have any specific, measurable goals for your marketing?*
Examples: "We want to grow our email subscribers," "our board is wondering if we can boost our ticket sales through the website," "we want to reach a different audience online than we have with offline efforts," "our CEO want us to focus on direct sales using the website instead of relying on retail sales for the first time in our 25-year history," etc.
Do you need help or recommendations on anything that's tangentially related to the website?*
Example 1: "We will also need a good print designer, can you make a recommendation?" Example 2: "We want to get some radio ads going. Do you know a good media buyer who can help us with that?"
Do you have any final thoughts or questions about anything not already mentioned?
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Questionnaire – Digital Marketing

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