Services
Brand
Web
Search
Social
Digital
Traditional
Work
Industries
Insights
About
Connect
Home
//
Comprehensive Marketing Questionnaire
Comprehensive Marketing Questionnaire
"
*
" indicates required fields
Name
*
First
Last
Business Name
*
Email
*
Your Job Title
*
Brief Company Overview & History
*
What are your top marketing goals for the next 6-12 months, and how do you envision our agency helping you achieve them?
*
Have you worked with other agencies before?
*
Yes
No
What worked? What didn't work?
*
Describe your target audience
*
What common objections do your prospects express?
*
What motivates your audience to take the next step?
*
Who are your major competitors, and how do you feel about each of them?
*
Of the following metrics, which are the most important to improve?
*
Search engine ranking
Visibility in AI engines
Awareness
Website Traffic
Conversions (i.e. sales or leads)
Revenue
Return on ad spend
Cost per conversion
Followers
Subscribers
Engagement rate
Other
If you aren't sure what some of these mean, not to worry!
Other Metrics (Please describe)
What will success look like to you?
*
Are you satisfied with your website?
*
Yes
No
Maybe
Select the top 3 channels that drive the most new business.
Referrals
Organic Search
Paid Ads
Social Media
Email
Repeat Customers
Events / Networking
Other
What did you spend on marketing per month last year?
*
What is your anticipated monthly marketing budget?
*
$1,500-$3,000
$3,000-$5,000
$5,000-$10,000
$10,000-plus
Is this budget inclusive of ad spend, agency fees, or both?
*
Ad Spend Only
Agency Fees Only
Both
Does your organization currently have a social media presence?
*
Yes
No
What is the current state of your social channels? Who is responsible for posting? Is there a strategy behind the social posts? If so, what is that strategy?
*
Please include links to ALL of your current social media channels.
*
Are there any platforms your organization does NOT currently utilize that you would be interested in exploring?
Facebook
Instagram
LinkedIn
TikTok
What business goals do you hope to achieve with the help of social media?
*
What do you love about what you do (community, connections, etc.)?
*
What are the most important aspects of your organization/company that should be highlighted through your social media presence?
*
Describe your audience. Who are they? What issues and topics matter to them?
*
When you speak to your audience, what type of relationship do you have with them? Do they see you as a peer or mentor? Do you typically write in a more relatable tone or motivational / educational style?
*
Please list any companies or brands that you admire based on their social media presence (doesn't have to be in your industry).
*
Can you commit to providing photos/content to Kaptiv8?
*
Yes
Yes, but I'll need some help
No
Does your organization currently have a bank of good photography? If not, can you commit to gathering photography ASAP?
What types of content do you think your audience would benefit from (tips, how-tos, team culture, quotes, a mix, etc.)?
*
Is there any type of content that is off-limits for your brand?
*
Is there anything else you'd like to share?
CAPTCHA
Number
Clarify. Connect. Grow.
Let’s get started.
