BUSINESS BRIEF

COMPANY & OFFERINGS

Please provide a brief description of the services you offer:

What are the benefits of your service, and what is your unique selling proposition(USP) - 2-3 main benefits that would be the most important to your clients.

What's your service's price range? (Don't worry about being exact) Ex: From $1,000 - $10,000

How many client's do you have today? Write zero if your don't have customers yet.

What do you think is your biggest marketing challenge?

BUYER PERSONA

What is your 'perfect' buyer persona's marital status?
—Please choose an option—SingleEngagedIn a RelationshipMarriedDivorcedWidowed

Where does your buyer persona live? This will help us be very specific about our targeting.

What is your 'perfect' buyer persona's occupational status?
—Please choose an option—StudentAt HomeSelf-employedEmployeeDirectorSenior ManagerBusiness OwnerRetired

What is your 'perfect' buyer persona's occupational role?
—Please choose an option—MarketingHRSalesInformation TechnologyFinanceCustomer ServiceR&DProductionOperationPurchasingAdministrationOther

What industry does your buyer persona's occupation belong to? Ex: Real Estate, Finance, Food & Drink...

What is the best timing to meet your customer? Ex: When they get engaged (if you are a wedding related service provider).

What is your buyer persona's emotional state before encountering your business?

MARKET

What relevant trends or market conditions are currently impacting your industry?

Who are your direct and indirect competitors? Direct competitors often offer a similar service to your business, while indirect competitors compete for the same prospects.

What is your primary competitive advantage?

How are you positioned in relation to your competitors? (Are clients familiar with you and your competitors, if so, which do they usually prefer? And why do they prefer one company over the other?)

What are your competitors doing better in regards to their marketing efforts? (Include examples if possible)

What marketing efforts inspired you? Why? (Any memorable marketing campaigns you have come across recently that you thought were good?)

What would cause a client of a competing company to switch to your company?

What might convince your current clients to switch over to your competitors?

CUSTOMER ACQUISITION

What has been your most successful client acquisition method so far? Ex: word of mouth, referrals, organic search, paid social ads, partnerships...

How many sales/registrations did your digital advertising activity produce? If you have not run paid digital advertising, please put "n/a"

What is your conversion rate % from traffic to leads? If you do not know please put "I don't know"

What is your conversion rate % from leads to opportunities? If you do not know please put "I don't know"

What is your conversion rate % from opportunities to sales? If you do not know please put "I don't know"

What is your current website/landing pages conversion rate %? If you do not know please put "I don't know"

How many sales/new clients did you acquire in a month? (Specify if they were organic and/or paid acquisitions) If you do not know please put "I don't know"

How much are you currently paying per lead/purchase? If you do not know please put "I don't know"

What is your monthly marketing budget? Please specify digital vs traditional

How much are you willing to spend to acquire your ideal client? (From $ to $)

BUSINESS INFORMATION

What is your current revenue model?
—Please choose an option—Charge Per HourCharge Per ProjectAd BasedAffiliateSubscriptionDirect SalesChannel Sale (e.g. Amazon)Retail SaleFreemiumFree Product-Paid ServiceMarkupLicensingDonation

Where do you see your company a year from now?

What are your business goals for the next 2/6/12 months? (Revenue / new customers / retention / MRR / Other)

Do you have any special marketing milestones that you are currently tracking?

Who do you report your marketing efforts to? CEO? Investors? no one?

How many people do you have on your marketing team? Please briefly let us know their responsibilities...

How many people do you have on your sales team? Please briefly let us know their responsibilities...

MARKETING ASSETS

Did you have any marketing actions already in place for the upcoming year? Partnership/other marketing channels. Please briefly explain.

Do you have marketing creatives and assets that can be used for your campaigns?
—Please choose an option—VideoAd CreativeBannersContent AssetsCase StudiesTestimonialsCustomer Images & QuotesOther

Please specify the landing pages that can be used for your marketing. Please enter URLs, if not, please put "n/a"

MOTIVATIONS & BARRIERS

What pain points do you solve for your clients?

What influences the purchase decision of your clients the most? Ex: friends/family, proven credibility, knowledge, price

What makes a lead inclined to buy your service right away?
—Please choose an option—Change in Status(Ex got fired)Unique SituationSeasonalityPast ExperienceEmotional NeedNeed To Hit Business GoalsHealth ConditionCelebrating a Special EventOther

What are the top reasons a lead doesn’t close? Ex: long sales process, hard to gain trust, low website conversion rate, lack of social proof, long commitment...

What types of prospects are not a good fit for your company?

Do you have additional insight as to what connects your proposition with your audience? How will this insight let us solve a problem for our audience?

BRAND & MESSAGING

If you had to summarize your sales pitch in a tweet how would that go?

If you had to name one thing that makes your service unique what would that be?
—Please choose an option—A High Service LevelUnique PersonaDesign & StyleBusiness LocationUnique Service OfferingUnbeatable PricesInnovative TechnologyProfessional TeamOther

What words you wish customers would use to describe you? Ex: simple, easy, beautiful, reliable, kind, flexible, luxurious, smart, modern, trusted, safe...

How does your company prove its credibility?

Would your customers recommend you?
—Please choose an option—DefinitelyTo Some ExtentDesign & StyleNot SureProbably NotDefinitely Not