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Marketing Review Questionnaire
This questionnaire will help us establish an understanding of your needs and current status in relation to some of the services we hope to provide!
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Your Name *
Your Company Name *
Preferred Email *
Preferred Phone Number
Why did you contact us today?
Basic Marketing and Business Documents
If you do have any of the listed documents, feel free to say a bit about how it was developed, when, whether you use it and are satisfied with it, etc.
Do you have a Business Plan?
Do you have a Strategic Plan?
Do you have a Marketing Plan?
Do you have a Social Media Strategy?
Do you have a Social Media Policy?
Do you have a Sales Strategy or Process?
In a nutshell, what is the profile of the customer you are trying to reach?
Customer can also mean patient, volunteer, audience, consumer, etc.
Let's get on the same page about a few things.
What does marketing mean to you?
What does advertising mean to you?
What does sales mean to you?
Business, Sales, & Marketing Needs and Budget
What do you feel are your biggest marketing needs at this point?
What are the top needs for the business overall?
If you could change one thing right now about your company, what would it be?
Do you have a marketing budget?
Do you have an advertising budget?
Are you doing any active PR?
Sending press releases or engaging the media?
Who does sales for your organization?
Pick the one that best describes how you manage sales
Clear selection
How do you view marketing?
Pick the one that best describes your thoughts on marketing
Clear selection
What is your preferred solution to handling marketing?
Please pick the option that is the best fit
Clear selection
Logo and Branding
Do you have a Brand, Style, or Design Guide?
This would be the do's and don'ts for your logo, colors, fonts, etc.
Clear selection
Do you have a logo?
Clear selection
Do you have the design files for your logo (.eps, .psd, .ai, etc.)?
Clear selection
Who designed your logo?
Do you have a design release from your logo designer that explicitly gives you ownership of your logo?
Do you know the following for your company colors? RGB: HEX: CMYK: Pantone:
Clear selection
Do you have brand elements?
Clear selection
Print Collateral
Do you have business cards?
Do you have a brochure?
Other printed property? (ie, flyers, posters, etc)
If you would like us to review any of your printed materials (brochure, business card, etc.), please send them to:
Trade Shows
Do you have a trade show booth display?
What items do you have for trade show presentation?
Electronic Newsletter (e-newsletter)
Otherwise known as "email marketing."
Do you send electronic newsletters?
If so, do you know which service you use?
Do you know your login information?
If you would like us to review your electronic newsletter, please forward one to:
What is your web address (URL, domain)?
Domain Registrar:
Do you know your domain registrar login information?
Domain Renewal Date:
Do you know your host login information?
Content Management System (CMS):
Do you know your CMS login information?
Who designed your current website?
Who developed your current website?
Are you under a maintenance contract?
Do you have Google Analytics set up?
Do you know your login information for Google Analytics?
Do you sell products online? If so, where?
Social Media
Do you have any of the following social media channels?
Do you know your logins or how you access these channels?
Online Directories
Is your business listed in any online directories?
Have you claimed your business listing for the online directories?
Clear form
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