MARKETING ASSESSMENT

CLIENT INFO:

Organization

Full Name *

Email *

Phone *

Address *

Street Address

City

State

Country

Postal code

How did you hear about us?

Other (Please specify your source name)

PROJECT OVERVIEW:

Have you worked with a marketing agency or consultant before? *

Choose one or more options

When it comes to partnering with a marketing agency, which statement best reflects your mindset? *

Choose one or more options

What is your role in making marketing decisions for your business? *

Choose one or more options

Which best describes your business's current revenue stage?

Choose one or more options

Are you currently investing in any marketing or advertising activities for your business?"

Choose one or more options

Give us a brief description of your vision: *

What are the pain points of your brand? What struggles are you facing that you would like assistance with? *

What are your objectives and goals for your business? *

What are your main marketing goals for the next 6-12 months? (e.g., increase website traffic, generate leads, boost sales, etc.) *

Are there specific metrics or KPIs you are focus on?

SCOPE OF WORK:

Who is your primary target audience and demographic?

Which specific services are required for your project? Please select all that apply: *

Branding Elements

Social Media Management

CRM INTEGRATION

Search Engine Optimization (SEO)

Ad Campaign

Content Creation

Email Marketing

Website Development

Graphic Design

Marketing Automation

Video Production Services

SMS Marketing

Online Course/Community

Other

Other (Please specify):

DELIVERABLES & TIMELINE:

What specific deliverables do you expect from the marketing agency?

Do you have an ideal timeline in mind?

PREVIOUS MARKETING EFFORTS:

What type of content do you usually share on social media? *

Which social media platforms are you active on?

X (Formerly Twitter)

Instagram

Facebook

TikTok

What types of content do you currently produce? (e.g., blogs, videos, infographics, case studies, etc.)

Have you implemented any marketing strategies in the past? If yes, please describe them briefly. *

What were the outcomes or results achieved from your previous marketing efforts?

CRITERIA:

What factors are important to you when selecting a marketing agency (e.g., experience, portfolio, cost)?

ADDITONAL INFO:

Is there any other relevant information or specific requirements that you would like to share with us?

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