Compass Digital Marketing

CDM Client Questionnaire

The Following information will help us understanding your business and determining the best possible solutions for your needs. Also, by giving us the correct and as detail as possible informations, we will be able to work more efficiently and productively without unnecessary waste of time in the progress of the project.

IMPORTANT : Any information your give us by filling this form will not be revealed to the public or any other company or person other than yourself and our company without your consent or request and it will only be use for your request project of job.

Contact Information

First Name

Last Name

Phone #

Phone # :: Format 1234567890

Email Address

URL (optional)

Corporate Identity

1. What is the mission statement of your company?

2. Who makes the final decisions?

3. How has the company evolved over the past 5-10 years?

4. What trends are effecting your industry and how is the company anticipating them?

5. How does the company sell its products or services?

6. What does the company do well?

7. What does the company do not so well?

8. How does the company’s existing graphic identity support management’s vision?

9. Is that identity distinct from the competition?

Yes
No
Unsure

10. Is the company’s identity communicated consistently and cohesively?

Yes
No
Unsure

11a. Does the company have specific communications objectives?

Yes
No
Unsure

11b. If YES, then explain

12. 13. What has motivated the company to redefine or redesign its corporate identity?

13. What does it hope to achieve with a new identity program?

Current Situation

1a. Who are your key customers and where are they (current and prospective)?

1b. What are their problems, needs and wants?

2. What benefit can your company provide these customers that they can’t obtain elsewhere?

3a. Where are you now?

3b. Where do you want to be in 1 year, 3 years, 5 years and beyond?

4. Why do you want to be there?

5. What problems must you overcome to get there?

6. What methods, tools and strategies are now being used to get there?

7a. Where do your customers usually obtain information?

7b. What info would they likely be looking for?

8a. Who are your (key) competitors?

8b. What is is your assessment of their apparent goals and strategies relative to their product characteristics?

8c. Pricing?

8d. Distribution?

8e. Communication with their customers and other public?

8e. Strengths?

8f. Weaknesses?

9. Is there any current marketing research available?

Advertising/Collateral Specific

1. What new and existing services or products are to be sold?

2. What are the forecasted sales volumes and goals for each product?

3. Where are the products now in relation to their lifecycle?

Inclining
Declining

4. What are the most important factors in a customers decision to buy the product(s)?

5. What are the characteristics of a typical customer (customer profile)?

6. How are leads generated by sales associates?

7. How are inquiries handled?

8. What is the geographic scope of the advertising/promotion effort?

9. What are the Advertising/Sales Promotion/Collateral systems are now in use?

Perception

1. Use three adjectives to describe how the company should be perceived by the audience. (examples: conservative, progressive, friendly, formal, casual, serious, energetic, humorous, professional)

2. Is this different than current image perception?

Yes
No

3. What do you feel is the biggest challenge in getting this image across to customers?

4. How is your company currently perceived? Do you wish to carry the same kind of message through this project or campaign?

Project Specific

1. Has the your company ever worked with a web development company?

Yes
No
Unsure

2. What is the budget for the project?

3. Will there be any other contractors we will be working with?

Yes
No

4. If the audience could come away with just one thought about the company/product/service what would that be?

5. Their second thought?

6. Are there existing visual assets (photos, copy, illustration, etc.)?

7. Does the project require photography or illustration?

Yes
No
Unsure

8. Are there particular logos, graphic or colors?

Yes
No
Unsure

9. What the the restraints of the project? (If any)

10. Is there any competitive literature available?

Yes
No
Unsure

11. Are there similar existing pieces the you like or find interesting?

12. What key factors differentiate your business from their competition?

13. What is the timeline/schedule for the project?

15. Who would be responsible for approvals?

16a. What would constitute a successful project? What are the expectations (specific metrics, measurable goals, etc.)

16b. When would you like to commence your internet marketing? Do you have a deadline?

16c. Does the launch coincide with a specific product or service being offered?

Yes
No

16d. What are considered the project milestones within the project's framework?

17a. Please list five sites that you aspire to compete with or surpass with your site (additionally, it may be beneficial to include how you want to compete. Traffic, Audience, etc.)

1.

2.

3.

4.

5.

17b. Are there any branding issues that may be incorporated into the design of the site?

18a. Do you own or have paid hosting, domains, servers, etc. that would be needed for the site?

Yes
No
Unsure

18b. Who will I contact in regards to these assets?

18c. Who will approve the purchase of further necessities?

19. Is there an existing tracking system currently installed and functioning on your website?

Yes
No
Unsure

20. Are we free to adjust, add or delete your list of keywords based on the conclusions of our research?

Yes
No
Unsure

21. Are we authorized to make basic design, structural, or content changes to your website?

Yes
No
Unsure

22. Is it a priority for you to improve the branding/identity of your business through search engines?

Yes
No
Unsure

23. Are you satisfied with the rate at which your website is converting traffic and visitors into actions?

Yes
No
Unsure

24. What is your total internet marketing budget? (not including web design)

25. Is there an existing product or service that you would like to place a special emphasis on?

26. Would you like information on any other internet marketing services? (Pay Per Click, Blogging, Social Media)

Yes
No
Unsure

27. When people visit your site what do you want to inspire them to do? (click all that apply)

Purchase Product or Service
Visit your Premise
Contact you via Phone
Contact you via Email
Contact you via Fax
Request More Detailed Info

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