Client Discovery Brief

Digital & Media Marketing
Questionnaire

Help us understand your business, audience, and goals so we can build a marketing strategy that drives real results.

✦ Fill out & return by email or print
1
Business & Contact Information
Business Name
Owner / Contact Name
Email Address
Phone Number
Industry / Niche
Website URL
Business Location
Years in Business
2
Business & Brand Overview
Describe Your Business

What do you sell or offer, and what makes you different from competitors?

Your Target Audience

Describe your ideal customer in detail — age, lifestyle, interests, pain points.

Where Do Your Best Customers Come From Today?
Top 3 Competitors

List competitors whose marketing you admire or want to outrank

Marketing Goals
3
Marketing Goals & KPIs
Primary Marketing Objective

Select your #1 goal

Secondary Goals
Target Metrics (if known)

Fill in any you're tracking or would like to track

Monthly Website Visitors Goal
Monthly Leads / Inquiries Goal
Monthly Revenue Goal
Social Media Follower Goal
Current Marketing & Social Media
4
Current Marketing Activities
Marketing Channels Currently Active

Select all you're using right now

Rate Your Current Performance on Each Active Channel

1 = Not working at all  |  5 = Performing very well

Instagram
Not active
1Poor
2
3Okay
4
5Great
Facebook
Not active
1Poor
2
3Okay
4
5Great
TikTok
Not active
1Poor
2
3Okay
4
5Great
Google / SEO
Not active
1Poor
2
3Okay
4
5Great
Email Marketing
Not active
1Poor
2
3Okay
4
5Great
Paid Ads (Google / Meta)
Not active
1Poor
2
3Okay
4
5Great
Social Media Handles
Current Email List Size
What Has NOT Worked in Your Marketing?

Help us avoid repeating mistakes

Services Requested
5
Marketing Services Requested
Which Services Are You Interested In?

Select all that apply — we'll recommend a package based on your goals

Posting Frequency for Social Media (if applicable)
Content Style Preference

Select the tone for your brand's content

6
Content & Creative Assets
Do You Have Brand Guidelines?
Photo & Video Assets Available
Accounts or Campaigns You Love

Share 1–3 Instagram handles, TikTok accounts, or ad examples you admire

Are There Content Restrictions or Brand No-No's?

Colors to avoid, topics off-limits, competitor names not to mention, etc.

Budget & Timeline
7
Budget & Advertising Spend
Monthly Marketing Management Budget

For our management services (strategy, content, reporting)

Monthly Paid Advertising Budget (Ad Spend)

The amount you'll pay directly to Google / Meta / TikTok for ads (separate from management)

Desired Start Date
Any Hard Deadlines?

Promotions, events, product launches, seasonal peaks

Preferred Engagement Model
8
Access & Accounts
Accounts You'd Be Able to Share Access To

We'll request access securely — just let us know what exists

Any Existing Ad Campaigns Running?
9
Additional Notes
What Would a Successful Partnership Look Like to You?
Anything Else We Should Know?
How Did You Hear About Us?
Thank you for completing this questionnaire. Please return this form by email — we'll review your responses and be in touch within 2 business days to schedule your marketing strategy session.