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Client Strategy Questionnaire

Thank you so much for choosing to work with me.

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This questionnaire helps me get a real understanding of your business, your goals, and what you’re trying to achieve, so I can build a strategy that genuinely works for you.

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There’s no pressure to get everything perfect, just answer what you can, and we’ll take it from there together.

1 - Business Overview

2 - Goals & Direction

What is your main focus right now:

3 - Capacity & Operations

How many jobs/projects can you take on per week or month?
Are you currently:

4 - Target Audience & Ideal Customer

Are they:
Customer Stage / Intent
Budget Level
Relationship to Service

5 - Lead Quality

6 - Current Marketing & Performance

Channels You’re Currently Using
How active are you across these channels?

Content & Execution

What type of content are you currently posting or using?
Who currently creates your content?

Paid Advertising

Are you currently running paid ads?
IF YES: Which platforms are you using?
What is your approximate monthly ad spend? (This is seperate to your service fee and paid directly by you)
What are your ads focused on?

What Has NOT Worked

Tracking & Visibility (Most businesses fail here)

Do you use any tools like:

Google Analytics
CRM Systems
Google Tag Manager (GTM)

Website Performance

What is the main goal of your website?

7- Conversion & Sales Process

8 - Offers & Pricing

9 - Content & Assets

10 - Platforms & Access

Access will be requested securely after this form is completed

11 - Decision Making

12 - Timing & Opportunities

13 - Competitors

1 - Direct Competitors

2 - Competitor Comparison

How do you compare to your competitors?

3 - What they do well

What do your competitors do well (marketing, service, brand, etc.)?

4 - Where They Fall Short

Where do your competitors fall short?
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