LoriMercerCTO - Questionnaire for Potential Clients
This will help me get to know you more quickly so we can get right to business :)
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
Which are your primary channels to drive traffic to your website?
Facebook - organic
Facebook - ads
Guest blogging / Guest podcasts
In person events
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
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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