Discovery Questionnaire
Please fill out this Discovery Form at your first opportunity. It will help me serve you better, should we end up working together. Thank you.
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Email *
Full Name *
Your Best Contact Number: *
Website (Please enter, "NONE" if you don't have a website) *
Please, briefly tell me a little about your business or non-profit organization, what you do, why you do what you do, and what you love about it? 
Who’s your ideal client or donor? *
How do you currently take someone from a stranger to a customer/donor? In other words, what’s your customer/donor journey? i.e., someone comes to your website and fills out this form, what happens?  Someone calls your office for assistance, what happens?  Someone emails your office for assistance, what happens and so on. (Are you calling them or is someone else responding to the lead calls? *
If a new customer or donor does business with you, is it a one-time transaction or recurring? *
What are the names and average prices/rates of the most popular products/services that you offer and would like to sell more of? (not applicable for non-profit organizations-Please insert 'NA") *
Are there additional products or services that you offer over a 12-month period? If so, what are they?   (not applicable for non-profit organizations-Please insert 'NA")    *
Who would you say are your top 1-3 competitors? (If that's unknown, that's okay) -   (not applicable for non-profit organizations-Please insert 'NA") *
What do you do that’s different, which helps you stand out over your competitors or other non-profit organizations? Knowing this answer will help with discovering the competitors or other non-profit organizations GAP! *

What are some of the biggest misconceptions that people have about your business/industry or non-profit organization (if any)? This question is asked in order to get your value proposition/offer idea (This can possibly be used for a misconception campaign for misperceived businesses or non-profit organizations) for EXAMPLE: most people think we ONLY do XYZ, BUT we actually do XYZ, ABC, and more.

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If known, briefly share exactly what type of video services you're in need of (including the quantity and any other specific information).

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Where do most of your business or donor leads come from? i.e. Email list, networking, referrals, past clients or donors, social media, direct outreach, 3rd party/buy leads, etc.

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What is your experience level with video marketing? (Please select one) *
What Are You Most Interested in Possibly Using Video For? (Select All That Apply)
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Required

Have you had any experience working with a videographer or video team in the past? 

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Required
Are you doing any other forms of marketing? Check all that apply. *
Required
Please feel free to use this space to describe any services that you may be in need of, which may not have fit into any of the questions asked above (or insert, "NA") *
Is there anyone else that is involved with making financial decisions for the business or non-profit organization? (i.e.: a spouse, board of directors, business partner, etc.)
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What else should I know, that may be pertinent to our upcoming meeting and/or phone call?  *
Thank you for taking the time to answer the questions.
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