LoriMercerCTO - Questionnaire for Potential Clients

This will help me get to know you more quickly so we can get right to business :)

Your name *

Email *

Your Website URL and a brief description of what you do *

How many people are on your email list now? *

0 - 500

500 - 1000

1000 - 3000

3000 - 10,000

10,000 - 30,000

30,000 +

Required

Which are your primary channels to drive traffic to your website? *

Facebook - organic

Facebook - ads

Instagram

Guest blogging / Guest podcasts

In person events

Affiliate Partners

Other:

Required

Describe your top social media channel and how you use it to drive traffic. *

What are your tech needs in your online business *

Add opt-in forms to my website connected to automated email sequences

move me to a new email platform (i.e. ontraport, infusionsoft, etc)

Help me set up a membership site

Help me create and sell an online course

help me optimize my email sequences by further targeting my contact lists

help me drive more traffic to my opt-ins

help me sell a physical product

Help me update my website to a new theme / style

Help me make my website more mobile friendly

Other:

Required

Describe your project in your words *

Describe your comfort level with technology and online marketing and sales systems *

I fear it! Just let me do my craft and you do all the rest

I can do a little bit. I can post a blog but that's about it.

I've learned my way up and probably made a mess of things but I got 'er done.

I dive in and maybe made a mess of things now I need some direction.

I'm not afraid of it but my needs have outgrown my ability and my availability

What is the timeframe for your current project? *

Are you currently researching any new systems to move to / add on? i.e. email marketing, leadpages, membership sites. Share which ones.

Anything else I should know?

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