Discovery Questionnaire Step 1 of 5 20% Let's Get StartedAs a full-service marketing agency, we are fortunate to be on the front lines with hundreds of businesses who are teeming with passion and are actively engaged in growth mode. We’d love to walk the line with you as well. This form should take about 15 minutes to complete. The information you provide will give us the necessary insight to begin thinking strategically about your brand. If you aren't sure how to answer some of these questions, that's okay. Your business development manager will happily answer any questions you have during your upcoming discovery meeting. We're excited for the chance to help you build your brand! The BasicsHiddenAssigned Business Development Manager Reece Freel Matt Evans Chris Canady Company Name Name First Last Title Email PhoneWebsite ReferralHow did you hear about us? Online search Social media Mailing Personal Referral Other Referral NameLet us know who we have to thank for this opportunity! Other ReferralLet us know how you heard about us. The Fun PartIn this section, we'll be asking you some questions about what you're looking for from your marketing efforts. Be as specific as you can, but don't worry if you're not sure exactly how to answer - anything you can tell us will help us be better prepared to make your brand stand out!Marketing NeedsLet us know what's on your mind - how can we help with marketing your brand? (In other words, what did you imagine when you started thinking about contacting us?)Project GoalsWhat are your goals for this project?Target AudienceWho is your target audience for this project?Key Performance IndicatorsWhat metric(s)will define "success" for this project?Primary Decision MakerWho will provide final approval on this project? I will Our CMO Our CEO/COO Our board of directors Other Other Primary Decision MakerLet us know who will be providing final approval. Your Marketing & BrandMarketing PlanDo you currently have a marketing plan that's being actively implemented? Yes No CompetitorsPlease list your top competitors. If, like most of us, you have multiple top competitors, add rows with the "+" sign to the right of each row.Company NameWebsite Add RemovePromotional EffortsWhat current promotional efforts are you using? Select all that apply. Social Media Social Media Ads Search Engine Ads Video Streaming Ads (YouTube, Hulu, etc.) Other Digital Ads (programmatic, geofencing, etc.) E-mail Marketing TV Commercials Billboards Magazine Direct mail Other Traditional Ads (newspaper, etc.) Other Other Promotional EffortsPlease list the marketing efforts you are using. Visual BrandAre you happy with your visual branding (logo, colors, fonts, etc.)? Yes No Brand MessagingAre you happy with your brand messaging (brand voice, value propositions, tagline, etc.)? Yes No WebsiteAre you happy with your website? Yes No Customer Value & BudgetNew Customer ValueWhat is the average annual value of a new customer.Customer Retention PeriodWhat is the average customer retention period in years?Budget QuestionsAnswers to the next two questions will allow us to make marketing recommendations that fit your company.Revenue RangeWhat is your company's annual revenue? $500,000 - $749,999 $750,000 - $999,999 $1,000,000 - $3,999,999 $4,000,000 - $7,999,999 $8,000,000 - $11,999,999 $12,000,000 - $15,999,999 $16,000,000 + Marketing Budget RangeHow much does your company spend annually on marketing? $15,000 - $22,499 $22,500 - $29,999 $30,000 - $119,999 $120,000 - $239,999 $240,000 - $359,999 $360,000 - $479,999 $480,000 + Δ
M&R Marketing
