Digital Marketing Questionnaire

01

Business Overview

Tell us about your company and who you serve.

Company Name *

Primary Contact Name *

Contact Email *

Industry / Sector *

Briefly describe what your business does and what makes it unique

Who is your primary target audience?

Company Website

02

Goals & KPIs

What does success look like for you?

What does your ideal outcome look like in 12 months?

Are there specific KPIs or metrics you are currently tracking?

What is your biggest marketing challenge right now?

03

Budget & Timeline

Help us scope the right solution for you.

What is your approximate monthly digital marketing budget?

Does this budget include paid media spend, or is it for agency fees only?

When are you looking to start?

Do you have any fixed campaign deadlines or seasonal peaks we should know about?

04

Current Marketing Activities

What have you already tried or are currently doing?

Which channels have performed best for you so far and why?

Which channels have underperformed or been discontinued? What happened?

Do you currently work with any other marketing agencies or freelancers?

If yes, please describe the scope of existing agency relationships

05

Technology & Assets

What tools and resources do you have in place?

Do you have existing brand guidelines (logo, fonts, colours, tone of voice)?

Do you have an in-house team that will collaborate with us?

How would you describe your website's current performance?

1

2

3

4

5

Very poor — needs a rebuild Excellent — converts well

06

Competitors & Positioning

Help us understand the competitive landscape.

Who are your top 3 competitors?

What do competitors do well that you'd like to emulate or outperform?

What is your key differentiator — why should customers choose you over them?

Are there brands (inside or outside your industry) whose marketing you admire?

07

Additional Context

Anything else we should know before we begin?

Is there anything specific you're hoping we will NOT do or avoid?

How do you prefer to communicate and receive reports?

How did you hear about us?

Any final comments, questions, or things you'd like us to know?

Digital Marketing
Discovery Questionnaire