Client Onboarding Questionnaire

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Getting to know your business
Company Name*
List all the primary stakeholders involved in the company*
Title Name Email
Company website (if applicable)*
Describe your company in less than 30 words*
What are your core values?*
What products / services do you offer?*
Target Audience
Target Audience Location*
Other ( Comment )*
What type of audience do you want to stay away from? (Price shoppers, B2C, B2B etc)*
What would you say sets your company apart from others?*
Please list your competitors*
How should your company be perceived?*
What is your primary business goal?*
What is your secondary business goal?*
What is your tertiary goal?*

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Marketing Insights
Have you worked with another agency in the past?*
What does your current marketing plan look like, or what has worked before?*
Do you have an existing database? If so how many subscribers do you have?*
Are you tracking any usage, metrics or reports currently?*
How many leads do you generate monthly? (average)*
How many leads do you close monthly? (average)*
How many leads are you aiming to acquire monthly?*
What is your Average Client Value? ACV*
What is your Clients Lifetime Value? CLV*
What is your monthly sale revenue target?*
Do you have professional photography available for us to use? If so, can you describe what type of images are available*

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Website redesign request
What is the primary goal of the website?*
If we can agree for a moment that every interaction between human and screen is a conversation, what do you want that conversation to sound like?*
What isn’t working on the current website? What goals is your current website not meeting?*
What are your current website wins?*
What internal inventory or CRM systems are you planning to use?*
Other ( Comment )*
What are your favourite websites and why?*
Website Reason

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Let's Begin

Title	Name	Email

Website	Reason

Website	Reason