Marketing Survey

Welcome aboard!!! We are so excited that you found alignment with us and are eager to get your marketing strategy and annual plan built and your marketing campaigns launched! In an attempt to get on the same page with you, your vision, your team, your brand, and your goals, please allow for a minimum of 45 uninterrupted minutes to tell us everything you can about your business. Answer the questions as best as you can and we will walk you through the ones that you are not sure about in person. Good luck!

Your Marketing Success Questionnaire - Strategy Building
Name*
First Last
Email*
Phone Number*
If you have them, please share your marketing and/or sales plan. (Add a Google Drive link below or email them directly to your Account Manager)
What are your SHORT TERM BUSINESS GOALS - 1 year (5% YOY growth, 50 employees, 15% profit, hire 2 new people, buy a new truck, get acquired and retire in 2 years, take weekends offs, leave a legacy to my children, etc. )*
How many new customers do you need to accomplish your short term goals?*
What are your LONG TERM BUSINESS GOALS - 5-10 years (5% YOY growth, 50 employees, 15% profit, hire 2 new people, buy a new truck, get acquired and retire in 2 years, take weekends offs, leave a legacy to my children, etc. )*
What is your story? Start from the beginning, the reason you chose to do what you do, your big why. (For your reference and potential inspiration, check out this video https://www.youtube.com/watch?v=qp0HIF3SfI4)*
If you have them, please share your mission, vision, and core values.*
If you have one, please share your company slogan or tagline(s).*
Which geographic area(s) are important for your marketing?*
Please describe up to 3 primary products or services that you offer.*
Name your business' 3-5 biggest differentiators. (We want to know your value proposition and what makes you unique)*
Name 1-3 direct competitors and/or 1-3 favorite businesses in your industry and why. (We're looking to learn from industry leaders about where they are spending their resources while also learning about your competitors and their strengths and weaknesses)*
Describe 1 to 3 ideal customers. Tell us how old they are, their income level, their family structure, their favorite brands and media outlets, everything you know about how they tick.*
What are 3-5 pain points of your customer that you help to cure? (What do they come to you feeling, what keeps them up at night?)*
What is the process you use to help your customers, from beginning step to end? Your entire customer journey. (I.e.- they call, then they get a bid, then they come in, then we fix everything, then we print out a bill, then we send them an email with their invoice, then we follow up in 6 months with a phone call)*
How do your customers feel after using your product or service?*
What are the consequences if they do not use your product? (Seriously, if they forego using your product or services, what happens to them? How do they feel?)*
Is there anything that's important for our strategists to understand about your business, and/or industry?
How much time are you or your team willing and able to dedicate to marketing on a monthly basis?*
- I don't have any time
- 1 hour
- Up to 5 hours
- Up to 10 hours
- 10+ hours
What is your annual marketing budget? (If you don't have one, don't worry! We'll help you build one.)
Let us know if you have anything else to add!

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Marketing Survey

Your Marketing Success Questionnaire - Strategy Building