Client Onboarding Questionnaire

Business Information

1. Company Name

2. Contact Person

3. Email

4. Phone Number

5. Website (if applicable)

6. Location

7. Industry/Business Type

8. Years in Business:

Branding & Marketing Goals

1. What are your primary goals for working with a marketing/branding agency?

(e.g., Increase brand awareness, drive more sales, launch a new product, etc.)

2. What specific challenges are you facing with your current marketing efforts?

3. How would you describe your brand’s identity in a few sentences?

4. Who is your target audience (demographics, interests, behaviours)?

5. What makes your business unique compared to your competitors?

1. Do you have an existing brand strategy or guidelines? If yes, please provide.

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Brand Assets & Current Strategies

2. Do you have a logo, color scheme, and brand fonts in place? If yes, please upload the files.

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3. What marketing channels are you currently using? (e.g., social media, email marketing, SEO, paid ads, etc.)

4. What’s your current marketing budget (if applicable)?

Website & Online Presence

1. Do you currently have a website? If yes, what is the URL?

2. Are you satisfied with your current website? If no, what issues are you facing?

3. Do you use any other platforms for your online presence (e.g., social media, e-commerce platforms)?

4. What are your expectations for online presence growth over the next 6-12 months?

Competitor Analysis

1. Who are your top three competitors?

2. What do you think your competitors are doing well in terms of marketing?

3. How do you currently differentiate your brand from competitors?

Key Performance Indicators (KPIs)

1. What KPIs are you currently tracking? (e.g., website traffic, conversion rate, social media engagement, etc.)

2. What specific metrics would define success for this project?

Content & Creative Preferences

1. Do you have any examples of marketing/branding materials that you like or want to emulate?

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2. What tone and style do you want your content to reflect? (e.g., formal, friendly, playful)

3. Do you have any preferences for imagery, colors, or themes for your marketing materials?

Timeline & Budget

1. Do you have a timeline or deadline for any upcoming campaigns or projects?

2. What is your overall budget for this marketing/branding initiative?

Additional Information

1. Is there any other information you think would be helpful for us to know before we get started?

This field should be left blank

Client Onboarding Questionnaire

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