Business Overview

• Brief description of the business, industry, and target audience.

• Unique selling points (USPs) or value propositions.

Goals & Objectives:

• Specific goals they aim to achieve (e.g., increase web traffic, improve conversion rates, generate leads).

• Timeline for achieving these goals (short-term vs. long-term).

Current Challenges:

• Key pain points or areas they believe need improvement.

• Any attempts they've made to address these challenges and their outcomes.

Existing Assets:

• Details about their current website (URL, platform, login credentials if necessary).

• Access to analytics accounts (Google Analytics, Facebook Ads, etc.).

• Branding guidelines, logo files, and any existing marketing materials.

Competitor Information:

• Competitor names or examples of businesses they admire.

• Information about how they want to differentiate themselves.

Budget & Resources:

• Estimated budget range for the project.

• Team members or resources they have available to collaborate on the project.

Preferred Communication Channels:

• How they prefer to be contacted (e.g., email, video calls, phone).

• Ideal availability for meetings or updates.

Legal or Compliance Considerations:

• Industry-specific regulations that may impact marketing strategies (e.g., GDPR, HIPAA).

• Any existing contracts or obligations with other marketing providers.

Must-Haves or Deal-Breakers:

• Features, tools, or deliverables they consider essential.

• Any non-negotiables or specific terms of engagement.