Welcome to [Agency]: a few questions before we start
Please answer by [date, 2 days before kickoff]. Short answers are fine; "not sure" is a useful answer too.
Your business
- In one sentence, what do you sell and who buys it?
- Who are your best customers? What do they have in common?
- Who are your top 3 competitors, and what do they do better or worse than you?
- What makes a customer choose you over them?
Goals
- What would make the next 90 days a success? Be as specific as you can (a number, a launch, a date).
- How do you measure that today, and who looks at it?
- Is there a season, launch or event we need to plan around?
What's been tried
- What marketing has worked for you before? What hasn't, and why do you think so?
- Have you worked with an agency before? What should we do the same, and what differently?
Brand
- Three words you want people to use about your brand. Three you never want to hear.
- Links to anything you love, from your industry or outside it.
- Topics, claims or words we must avoid (legal, compliance, sensitive subjects).
Working together
- Who approves our work, and how fast can they usually reply?
- How do you prefer to hear from us: email, a shared channel, or a weekly call?
- Anything else we should know before the kickoff?