Company Profile Questionnaire
Date of Fact Finding
Client's Phone
*
Company Information
Can you share your mission statement, vision, and values?
Goals and Objectives
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?
Budget
What is your monthly or annual 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?