"The Planning Phase"
This questionnaire helps me learn more about you, your business and what you are looking to achieve!
Name: *
Your answer
Business Name: *
Your answer
Email: *
Your answer
Do you have a logo/branding in place?
What is your business all about? What is your business vision?
Your answer
How many years have you been in the business?
Your answer
What are some of the key points in your business? How did you get started?
Your answer
Briefly describe your core services/programs/projects.
Your answer
What do you do really well, as it relates to your business? Ie: What do you personally excel at when it comes to your business
Your answer
Who is your target market? (ie: your ideal clients and customers)
Your answer
What are the top 3-5 projects you have planned for the next 6 months?
Your answer
What are your immediate priorites? (Ie: what do you want to get off your plate RIGHT NOW. Pick your top 3 wish list items)
Your answer
What growth do you see happening for your business in the next 3-5 years?
Your answer
What would you say is the single most important thing that sets your business apart from the competition?
Your answer
Have you taken any personality assessments? (Meyers Briggs, Strengths Finders, How to Fascinate, etc) If so, please indicate your "type"?
Your answer
How do you currently find new clients/business? (ie: Facebook Marketing, Content Marketing, Word-of-Mouth)
Your answer
Where do you envision change or growth in your business in the coming five years?
Your answer
What parts of your business have documented systems or processes?
Your answer
Please provide a list of links to all of the active social media platforms for your business.
Your answer
Do you have an active community (like a free FB group)? How often do you engage with your people?
Your answer
Please list any project management tools that you use for your business:
Your answer
Do you use calendars for organizing business promotions/events, etc.-
Your answer
Which email marketing platform do you currently use?
Your answer
Please list some influencers in your industry that you aspire to be like.
Your answer
What platforms does your website live on (ie: Wordpress, Squarespace)? Do you regularly update plugins and keep a backup?
Your answer
What other tools do you currently use in your business?
Your answer
Who do you currently have on your team?
Your answer
What roles do your current team members manage?
Your answer
What are the top strategies you use to build your business? (ie: list building, speaking, etc)
Your answer
What current revenue streams do you have in place? (briefly describe your core services/programs/projects)
Your answer
How often do you blog and/or create content?
Your answer
Submit
Never submit passwords through Google Forms.
This form was created inside of BYOB Agency. Report Abuse