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Client Onboarding Strategy Session
Business Snapshot
What’s the name of your Company?
What does your company do? What are the products and services you offer?
Who are the decision makers for this project?
What budget have you allocated for this project? Be honest and we will tell you what we can and can't do.
Where do we get leads now?
Referrals/Word of mouth
Organic web traffic
Google ads
Cold outreach
Social Media ads
We don't!
Other
How many leads do you want per month?
0 - 10
10 - 20
20 - 50
50 - 100
150+
Endless flow!
How much is the average client worth to you over their lifetime?
$0 - $500
$500 - $2,000
$2,000 - $5,000
$5,000 - $10,000
$10,000 - $20,000
$20,000+
How much is your monthly marketing budget?
Under $3k
$3k - $5k
$5k - $10k
$10k - $20k
$20k+
What Are We Doing?
Give us your main reasons for needing a new website.
It's helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. That is goals that are specific, measurable, achievable, relevant and time-bound. With this in mind, what are the top 5 business needs of your new website?
Who Are We Doing This For?
Tell us about your ideal customer. Who are they? How old are they? What gender are they? Where do they hang out online? What are their interests?
What are the top 5 reasons your ideal customer will visit your website?
Design Concept
How do you want people to feel when they interact with your brand? Safe and secure, edgy and excited, exclusive and cool, like they belong?
Do your competitors have websites? Name five of them
Tell us about your competitors. Who else is competing for the attention of your ideal customer and what are they doing that you think is working?
Are there any other websites in particular that you like the design of? Why?
What Does Success Look Like?
If we were to be celebrating a successful website strategy in 12 months time, what would that have to look like? How many website visitors? How many leads? How many sales? Be as descriptive as you possibly can.
Additional Information
Do you also needs social media Setup “Integration, Verification and API installation”?
How about search engine optimisation SEO?
Are you planning to advertise on Facebook, Google and YouTube and others? If yes you need an api integration and tracking.
Free Strategy Session
