Messaging Questionnaire

We’re looking forward to our upcoming session to help with your brand message. We’re committed to helping you get out the most impactful changes you can make to achieve your goals.

Please note: Taking the time to answer all of the questions in this project questionnaire will allow us to understand the specific problems you’re experiencing and how to help you move from where you are to where you want to be.

Name

Business Name

Where Are You Now?

What is your preferred work and communication style?

What’s the best way for us to hold you accountable throughout the coaching process?

Audience And Platforms

Do you have an email list?

Yes

If so, how many people are on the list?

How did they get on your list? (Buying a product, opting in for a freebie...)

Do you email your list regularly? If so, how often and what are you typically emailing about?

About Your Business

Please provide a one-paragraph overview of your business.

What are your primary revenue streams?

What was your top-line revenue in the last 12 months?

How many customers do you serve each year? Each month?

What’s your highest grossing revenue stream?

What do you know about your ideal customer? Share as much as you can. (Age, Gender, Stage of Life, Common Interests, Industry, Problem they’re trying to solve...)

Why does your business exist? What problem does your product or service solve for your customer?

Who are your top 3 competitors? Please list websites if possible. If you don’t have traditional competition, what might your customers do as an alternative?

What are the most important things that set your business apart from the competition?

What’s the #1 challenge you’re experiencing currently?

How can our work together help you the most? (Be as specific as possible).

Social Media

What are your primary social media platforms and how many followers do you have on each?

Do you have a plan for when and what you post?

Yes

Marketing: What's Worked, What Hasn't

Is there anything you’ve done consistently with your marketing that has worked? If yes, explain.

Is there anything you’ve tried with your marketing that was a total fail? If yes, please explain.

Where do you feel most stuck with your marketing?

Where Do You Want To Go?

If you could wave a magic wand... Imagine the world 3 years from now… Everything you have planned (or dreamed of) for your business has been successful… What’s dierent about your business in 3 years? Paint as vivid and specific a picture as you can knowing what you know right now.

What’s happened that makes this true? Or what would have to happen to make that be a reality?

What current barriers do you foresee in reaching your 3-year goals?

What is the most rewarding element of your business for you?

How do you define success for yourself and your business?

What would a home run look like for you from our work together? What kinds of outcomes are you hoping for?

Please list any other thoughts, ideas or comments that these questions brought up for you that you would like us to know about as we prepare for our meeting.