Intro Call Notes — Clever Punch

CONTACT INFO

Name

How did you hear about us?

THE BUSINESS

When and how did your business start?

What was the crucial question your business was created to answer? What’s the driving force of your business? Why does it do what it does?

How many people are currently on your team?

What are your specific business goals for the next one, three and five years?

THE SERVICES

What’s distinct about your service compared to your competition?

CURRENT CHALLENGES

What are your current challenges? How is this impacting your business goals?

TARGET CLIENTS

What is the demographic of your ideal customers? Age, gender, location, socio-economic group, interests etc.

What are their top challenges that your services can solve?

If you aim for businesses or government clients, what sectors do they represent and how do they buy goods and services?

COMPETITION

What would make someone want to buy from you over your competition?

How are your competitors marketing to their customers?

BRANDING

LOGO | Do you like your current logo?

LOGO | Would you be able to share your logo files?

BRANDING | Do you have current brand guidelines?

WEBSITE | Do you like your website?

WEBSITE | Do you know what platform it's on?

BRANDING | General Notes

CURRENT MARKETING

Who does your marketing at the moment?

What are you currently doing for marketing?

What have you noticed working? Is there something that has been particularly successful for you?

What data do you have from your previous marketing?

Notes on any marketing around SOCIAL MEDIA

Notes on any marketing around PRESS

If yes, collect detailed info

Notes on any marketing around PRINT ADS

If yes, collect detailed info

Notes on any marketing around GOOGLE ADS

Notes on any marketing around SEO

Are you doing anything for EMAIL MARKETING?

EMAIL MARKETING | How many email addresses do you have of contacts or people in your network?

EMAIL MARKETING | What program do you currently use (if any)?

WORKING WITH A MARKETING COMPANY

What is your goal of working with a marketing company?

What motivated you to want to reach out to us?

What are your expectations of working with a marketing agency?

How will you know when this project is a success?

i.e. new clients, more referrals, increased profit or greater market share.

How quickly do you expect to see results?

How many sales/conversions do you need/want per month?

Describe your ideal working process.

What’s your preferred way of communication?

BUDGET

Have you defined a budget or do you need guidance?

How much have you been spending on your marketing?

ADDITIONAL INFO

Additional Info