On-Boarding Questionnaire | Local Marketing Pros

Your Business Details

Please verify your business & contact details.

First Name

Last Name

Your Phone Number

Your Email Address

Business Name:

Main Business Phone

Main Business Email

Business Address

Address Line 1

Address Line 2

City

State

Zip Code

Do you have a domain name for your business? (i.e. yourcompany.com)

Yes

No

Business Website URL

Domain Registration Company:

General Identity & Brand Questions

Let’s take a descriptive look into your business & brand.

Introduction:

About:

Vision:

Core Values:

Tone:

Location Description:

What Are the Top Brands You Love?

Your Mission?

Main Competitors

What is Unique About You Compared to the Competition?

How would you like clients, consumers and prospects to perceive your company when they see your logo, website, and other marketing materials?

Describe your company’s internal culture or atmosphere in one sentence.

If your company was a person, who would it be and why did you choose them?

If your brand was a car, which car would it be and why?

Who is your ideal customer?

What factors in your business environment do you need to overcome to succeed?

What are the business goals & objectives you would like your marketing’s help to achieve?

Your Customers

Help us learn about how your website (and future marketing) will help attract & convert your ideal customer.

What is the main or most common pain point you solve for your customers?

What product or service do you offer that solves their problem?

What positive result will your customer experience if they buy your product or service?

The Offer

The job of the offer (shown at the top of your website) is to get your customer to read the rest of your website. Answer these questions with clear and concise statements.

What is your main offer?

How does your main product or service make you customer’s life better?

What is an alternate or introductory offer?

How does your alternate product or service make you customer’s life better?

How do they buy?

The Stakes

What is at stake if customers don’t buy your product? To figure out the stakes for your website, answer these three questions:

What problem is your customer facing?

How is that problem making them feel?

Why is that just plain wrong?

Value Proposition

What benefits will your customers experience when they buy your product(s) or service(s)?

How many product(s) or service(s) do you offer?

Name & Description for Product/Service #1:

Name & Description for Product/Service #2:

Name & Description for Product/Service #3:

Name & Description for Product/Service #4:

Name & Description for Product/Service #5:

Name & Description for Product/Service #6:

Name & Description for Product/Service #7:

Name & Description for Product/Service #8:

Name & Description for Product/Service #9:

Name & Description for Product/Service #10:

We’ll stop with your top 10 products. Thank you for being so thorough!

BUYER’S JOURNEY

This will help us understand your prospect’s journey to buying your products or services so we can set your website up to walk them through as much of it as possible.

How can you communicate to your customer that you care about their primary problem?

How can you assure your customer that you know what you are doing to help them solve their problem?

THE PLAN

The goal for “The Plan” of your marketing is to provide your customer with a simple path that shows how simple it is to do business with you.

What are the three steps your customer can take to do business with you? Keep it simple. Only use a few words for each.

DIGGING DEEPER

This section should explore objections and have your website offer customers a more in-depth explanation of what you offer, how you overcome their problems, and what success looks like once they use your product or service.

One way to write your explanatory paragraph is to empathize with your customers’ problems then illustrate what success looks like on the other side. Another way is to overcome objections your customer might have around doing business with you.

Think of the top 3-5 reasons (we need at least three) why prospects or customers would not do business with you. Then think about a reply that overcomes each objection.

Objection #1:

Response to Objection #1:

Objection #1:

Response to Objection #2:

Objection #3:

Response to Objection #3:

Objection #4:

Response to Objection #4:

Objection #5:

Response to Objection #5:

TECHNICAL DETAILS

Believe it or not, the hard part is over….and you crushed it! Just a few more minor technical details and you are done!

What pages did you have in mind for your site?

Will there be a specific type of contact form you wish to integrate with this site?

Are there any other functions you need or want for your site to have at launch?

Are there any functions or features you need or want for your site to have in the next 6 months?