Lead - Website - Discovery

Client Name *

Company

Today's Date

Meeting Number

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This discussion will be recorded to allow our team to reference the ideas and strategies we discuss throughout our relationship. Is that ok?

About the Business

How long have you been in business?

What are your biggest challenges as a business?

Are you a service or product based business or a combination of both?

If you are service based, are you turning qualified leads away?

If you are product based, do you have difficulty providing enough supply for the demand?

Can you provide an overview of what services/products you sell?

Do you have any new products/services that are not being advertised?

What are your most successful products/services?

What products/services yield the highest profit per sale?

What products/services account for the greatest overall profit?

Do you desire a shift in the profit ratio for your products/services?

Do you struggle with time management in your business?

Do other employees/team members struggle with having the time to get things done?

What software/apps do you use to run your business? Accounting?

Who on your team will be involved in making sure this project is a success?

What would make this project successful for you?

Is your marketing budget allocated monthly, quarterly or annually?

What business organizations are you involved in?

Target Customers

Do you have any of the following resources available to obtain analytic data on your customers?Google AnalyticsFacebookInstagramLinkedInCRMWebsite/Hosting StatisticsCMSShopping CartPOSEmail/Mailing ListOther

Do you have any of the following resources available for additional customer information?Customer Surveys/InterviewsFeedback Forms/ReviewsFocus Group Data

Where do your clients purchase your products/services?Physical StoreOnlineOther

Notes on above

Where are your customers located? How far will they travel to purchase your services/products?

Do you have a clear customer audience defined based on analytic data for targeted marketing?

Who do you believe is already buying your products/services?

Are there commonalities between the groups of customers who are buying your products/services?

What problems do you believe your customers are experiencing?

Of these problems, which are the most common?

What pain are your customers feeling?

Is your customer base declining?

Have your customers experienced lifestyles changes?

Has there been changes in the local economy?

Competitors

Who are your top 5 competitors?

Are there new competitors in your market?

What are your advantages compared to your competitors?

What are your disadvantages compared to your competitors? What are your competitors using to their advantage?

What are the differences in how your business and your competitors are perceived?

What is your market share/position compared to your competitors?

What is your pricing compared to your competitors?

Current Marketing

How does your company generate sales?

What are your biggest marketing challenges?

What social media platforms do you currently use?

How are they benefiting your business?

Do you analyze their ROI or success?

Who manages your social media accounts?

What other types of online marketing are you currently using or have used in the past?

What other types of offline marketing are you currently using or have used in the past?

Which ones were successful? Which ones were unsuccessful? Why?

Do you have any data on the performance of these marketing efforts?

Do you feel you have a strong brand?

Do you have a logo? Brand guidelines?

Do you benefit from search engine traffic?

Do you advertise through paid services of search engines or social media?

Do you have keywords defined to use for your marketing?Examples: social media widgets, forums, shopping cart, image galleries

Do you know your ranking placement for these keywords?Examples: social media widgets, forums, shopping cart, image galleries

Do you participate in email marketing? What system do you use?

How is it working?

Current Website

When was the last time your site was updated?

Does your site have a CMS? If so, is the process difficult?

Are people using your site as frequently as they used to?

Do you know why people are leaving your site?

Is there new information that isn't displayed on the website?

Do you have new features, functionality or ideas that you want to add to your site?Examples: social media widgets, forums, shopping cart, image galleries

Does your website look old? Why?

What are the challenges with your current website?

What do you like about your current site?

What do you dislike about your current site?

What websites inspire you?

What do you want customers to do when they come to your website?

How do you want people to feel when they come to your website?

Is your team using your website? If not, why?

Who on your staff uses the site? What do they use it for in their daily work?

What information do they gather and how do they apply it?

What kind of familiarity do they have with WordPress?

Do you prefer to maintain your own website or have us maintain it for you?

Who is maintaining the website after it’s been launched?

What is their technical level of knowledge?

If anyone has had experience with a platform besides WordPress, what platform did they use before?

Who needs to be trained? How many people need to be trained?

Are there different departments that will have different tasks? Or is it only one department that will need training?

Who are the backup people who will edit site content when client team members go on vacation?

Do you have content creators available in your organization?

Do you have professional photographs/graphics available for use in marketing/website?

About the Business

Target Customers

Competitors

Current Marketing

Current Website

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