Company Fact Finding
Date of Fact Finding
Client's Phone
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Company Information
Can you tell us about your company’s history and background?
What are the core products or services your company offers?
Who is your target audience or ideal customer?
Who are your main competitors, and how do you differentiate from them?
Can you share your mission statement, vision, and values?
What are you most proud of/what is the coolest project you've done?
What is your current market position?
Marketing Goals and Objectives
What are your primary marketing goals for the next 6-12 months?
How do you measure success for your marketing efforts?
Are there any specific geographic areas you are targeting?
Previous and Ongoing Marketing Efforts
What marketing channels have you used or are currently using (SEO, PPC, email, etc.)?
What software or tools are you currently using for marketing?
Marketing Budget
What is your monthly or annual marketing budget?
How flexible is this budget if we identify new opportunities?
Future Planning
How do you envision our role in the growth of your company?
How would you like to see your business change and grow over the next year? Over the next 3-5 years?
