Workshop Questionnaire

This questionnaire will a lot of information about the your company’s background and marketing history, as well as the goals you have for leveling up.

Filling this out to the best of your ability will help us both to prepare for our Digital Marketing Workshop. Your responses will be the basis for my research into identifying roadblocks and pinpointing ways to help you grow.

You can complete this form in stages, just leave this tab open and click “Save draft/Save updated draft” at the bottom to save your work in progress. Click “Send” when you are all done.

BASIC INFO

Your Name (required)

Email Address (required)

Phone Number (optional)

What is your company name? (optional)

What does your company do? (optional)

How long have you been in business? (optional)

1 - 5 years

6 - 11 years

12+ years

YOUR BUSINESS

Who are your key competitors? How much does each competitor charge for services similar to yours? (optional)

What makes your products/services unique? How do you stand out from the crowd? (optional)

Who is your target audience or ideal customer? (optional)

What are some common questions that your clients ask about your service? (optional)

What are common objections you deal with from converting leads to clients? (optional)

What geographical area(s) do you serve? (optional)

Do you have a Google Business Profile (formerly Google My Business)? (optional)

Yes

MARKETING / ADVERTISING HISTORY

How do you currently advertise/market to your target audience? (optional)

Do you know any keywords or key phrases your website ranks for? (optional)

What are your plans for advertising/promoting your business with digital marketing? (optional)

What results would you like to see as a result of marketing your business in a new way? (optional)

Do you need flyers, postcards or business cards? (optional)

Will your main website need to connect to any other sites? Please provide the URLs. (optional)

Facebook (optional)

Instagram (optional)

LinkedIn (optional)

Other (optional)

YOUR EXISTING WEBSITE

If you currently have a website, enter the domain name here. (optional)

If you want a brand new site, please list a few of your desired domain names. (optional)

Who built your current site? Who is maintaining it? Why aren’t you looking to hire them again? (optional)

Do you have an I.T. person / keeper of passwords other than yourself? (optional)

What do you love about your existing website? (optional)

What do you hate about your existing website? (optional)

YOUR NEW WEBSITE

What action(s) do you want your website visitors to take? (optional)

call you directly

schedule a phone/video call with you

make an appointment

make a donation

download a PDF

watch a video

subscribe to your newsletter

purchase a product

List three websites (related to your work or not) and what you like about each one (color scheme, navigation, layout, etc.). (optional)

List three websites (related to your work or not) and what you dislike about each one (color scheme, navigation, layout, etc.). (optional)

Do you want a blog on your site? (optional)

Yes

Do you want a newsletter signup on your site? (optional)

Yes

CONTENT CREATION & MARKETING

Let's talk about the written content for your marketing. This includes descriptions of your services, a biography for you, mission statement, brand story, all of that.

Which statement below best describes the status of your content? (optional)

I have all the written content ready to go

I am working with a copywriter to create my written content

I would like you to refer me to a copywriter to create my written content

Okay, now for the imagery to be used in your digital marketing. This includes headshots and full-body photos of you, your team and your workplace, logos and graphics.

Which statement below best describes the status of your imagery? (optional)

I have all the visual content ready to be published

I have high-quality photos of me and my team; I'll need stock photos for everything else

I will have to schedule a photo shoot prior to my project start

Do you already have a logo and brand colors? (optional)

Yes

No, but I have someone contracted/retained to help me with this

No, and I need you to recommend someone to help me with this

Do you have a motto/mission statement and tagline? (optional)

Yes

No, but I have someone contracted/retained to help me with this

No, and I need you to recommend someone to help me with this

PROJECT INFORMATION

What is your budget for this project? (optional)

When do you want the project to begin? (optional)

When should the project to be completed? (optional)

Who are the decision makers on this project? What process do you follow when making a decision? (optional)

Do you have historical website statistics (like Google Analytics) for your current site? (optional)

Yes

N/A

Do you have the login credentials to all your digital assets? (optional)

I have access to my domain registry

I have access to my website hosting

I have access to my social media accounts (Facebook, Instagram, etc.)

I have access to my Google Business Profile

Not in contact with previous web mgr / no access to credentials

We need measurable goals to know that this project is successful. What business objectives to you have? What success criteria will measure them? (optional)