Brand Strategy & Discovery

In preparation for our upcoming meeting, please fill out the questions below to the best of your ability.

Your Name*
First Last
Company Name*
Brand Name (if different than Company Name)
Primary landing page URL*
Provide the web address for your homepage or primary landing page.
Give me your best "elevator pitch."*
Keep it short. Whatever first comes to mind.
What products/services do you offer, and what estimated percentage of annual revenue comes from each?*
Example: Consulting (40%), Workshops (30%), Keynote (20%), Books (10%)
Are the products/services that currently drive the most revenue for you aligned with the ones you want to be selling the most of?*
Example: My online course is currently driving 10% of my annual sales, but I want it to be 50%.
What's the sales process you use most often?*
Example: I start with a discovery call, which could lead to an in-person training workshop, which could lead to one-on-one coaching and/or online training opportunities.
What mediums do you get business from, and what estimated percentages come from each?*
Example: Word-of-mouth referrals (50%), Outbound marketing (25%), My website (15%), Networking (5%), Other (5%)
Describe your ideal client/customer as best you can.*
Be as specific as possible. Example: Women in positions of leadership at Fortune-500 companies
Think about all the types of people who have purchased your products/services in the past year. Does any one particular demographic rise to the surface as most common? If so, describe that person.*
Does the person you described above align with your ideal client/customer?*
If not, how are they different, and what are some things you think could be causing the disconnect?
What might be some of the reasons your ideal client/customer needs your products/services?*
Think about the struggles they may be facing, and how what you offer could help.
What makes you qualified to help your ideal client/customer?*
Include any certifications, credentials, experience, and/or areas of expertise.
WHY do you want to help them?*
As best you can, please explain your motivating factor, i.e. your passion behind your business.