New Business Needs Analysis

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No automations, no presentation, most fields are optional. For gathering info from clients for custom proposals.

Welcome to the Mini Client Needs Analysis form! What follows will allow us to take a deeper look at the current state of your brand and marketing efforts to better align our recommendations.

This form will take 45-60 minutes to complete.

Who referred you?

If unsure, you can leave this blank.

About You

Company / Business Name(Required)

First Name(Required)

Last Name(Required)

Email Address(Required)

Phone(Required)

Company Website(Required)

Company Address(Required)

Address City State Zip

About Your Business

What industry are you in?(Required)

What makes your business different and/or special?(Required)

With a sky's the limit frame of mind, what's your vision for your business?(Required)

Your Goals

Short-Term Marketing Goal #1 (12-16 months)(Required)

Short-Term Marketing Goal #2 (12-16 months)(Required)

Short-Term Marketing Goal #3 (12-16 months)

Long-Term Marketing Goal #1 (18-36 months)(Required)

Long-Term Marketing Goal #2 (18-36 months)(Required)

Your Competition

Name Your Competitor 1(Required)

Competitor 1 Website (URL)(Required)

Name Your Competitor 2(Required)

Competitor 2 Website (URL)(Required)

Name Your Competitor 3

Competitor 3 Website (URL)

Why would customers come to you rather than your competitors?(Required)

What problem(s) do you solve for them?(Required)

What is most important to your customers?(Required)

Your Customers

How would you describe your ideal customer?(Required)

What perceptions do you need to create?(Required)

What perceptions do you need to overcome?(Required)

What perceptions do you need to reinforce?(Required)

If you can only get ONE message out, what would that be?(Required)

The Past & The Future

Outline at least 3 things your organization does really well:(Required)

What do you currently see as your organization's most significant opportunities?(Required)

What do you currently see as your organization's biggest obstacles?(Required)

How many leads per week would you like to acquire?(Required)

What are the 3 industries that can refer business to you?(Required)

What makes a marketing campaign successful in your eyes?(Required)

The Numbers

What are your realistic projections for this year's annual revenue?

What is your marketing budget for this year?

Analyzing Your Video

What types of video content do you possess?(Required)

(Please check all that apply.)

Infomercial

TV commercial

Social media commercial

Explainer video

Client testimonial

Brand intro

FAQs

Team bio

Other

Have you conducted any professional video shoots for your organization in the last 12 months (or since any recent leadership changes)?(Required)

Do you have a YouTube/Vimeo channel?

Are there any brands whose videos you like? Please share the brand(s) name and any specific links to videos.

Analyzing Your Photography

Have you conducted any photoshoots for your organization?

Is there anyone in your organization who does not have a recent, professional headshot?

Analyzing Your Website

What are your short term goals (within the next year) for your website?

Please list websites that you like for their functionality, features and/or design. Please explain why and list URLs:

What is the most important action a visitor can take on your website?

Analyzing Your Digital Presence

What would you Google if you were looking for your business?(Required)

Analyzing Your CRM, Email & Automation

Do you currently leverage a CRM in your business? If yes, please provide your current CRM and how it is used. If no, why not?

Do you currently leverage email marketing & automation in your business? If yes, please provide your current email platform and how it is used. If no, why not?

Do you currently leverage SMS messaging in your business? If yes, please provide your current tool and how it is used. If no, why not?

Analyzing Your PR

Please outline the type of, or specific, topics about your organization that you think media would consider newsworthy:(Required)

What industry memberships do you and/or others in your organization maintain?(Required)

Are you currently or have you ever been a board member for a nonprofit? If so, which ones?

You're almost done!

Anything else we should know?