Marketing Strategy Discovery Form

Helping Us Understand Your Brand, Audience & Goals to Build the Right Strategy

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1. Company Overview

Company Name *

Tell us briefly about your business:

do What about

What are your main products/services?

What makes your brand unique?

How would you describe your brand personality?

• Professional
• Fun
• Luxury
• Friendly
• Innovative
• Other:

2. Product Focus

Which product/service would you like to promote most?

Why this specific product/service?

What are the top 3 features or benefits?

Do you have testimonials or case studies for it?

• Yes
• No

3. Target Audience

Who is your ideal customer? (age, gender, job, lifestyle)

What are their key challenges or needs?

Where do they usually engage online?

• Instagram
• Facebook
• Google
• LinkedIn
• TikTok
• Other

Do you have customer personas?

• Other
• Yes
• No
• Need help creating them

4. Current Marketing

What marketing channels are you currently using?

• Social Media
• SEO
• Paid Ads
• Email Marketing
• Influencer Marketing
• Other

What has worked well for you in the past?

• Social Media
• SEO
• Paid Ads
• Email Marketing
• Influencer Marketing
• Other

What hasn’t worked?

• Social Media
• SEO
• Paid Ads
• Email Marketing
• Influencer Marketing
• Other

What are your short-term goals (3–6 months)?

What are your long-term goals (6–12 months)?

Which results matter most to you?

• Sales
• Leads
• Traffic
• Engagement
• Brand Awareness
• Other

6. Content & Visuals

Do you have existing content/assets?

• Photos
• Videos
• Logo
• Brand Guidelines
• None

Would you like us to handle full content creation?

• Yes
• No
• Partially

Preferred content tone and style:

• Formal
• Casual
• Creative
• Luxury
• Youthful Other

9. Notes & Additional Information

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