Discovery Questionnaire - Yahya Consultants

Marketing Discovery Questionnaire

This questionnaire will be used to help us develop a marketing proposal for your business. Please provide as much information as possible so that we can truly understand your vision and goals.

Step 1 of 5

About You
Name
First Last
What is your role?
Phone
Email
Are you a decision-maker within the organisation, and do you have the authority to initiate a partnership with Yahya Consultants?
Please provide us the contact details of the decision maker in the organisation
Name
First Last
Email
Phone
Will you be the person primarily working with Yahya Consultants within your organisation?
Who would be the primary person working with us at your organisation?

About your business
Business Name
Tell us a bit about the business and how it has evolved to where it is today?
What is your unique selling proposition?
What makes your business stand out from its competition?
What are your brand values?
What does your brand represent, i.e quality, technology first etc
Help us understand the organisations long-term vision and growth plans

About your competition
Who do you see as your direct competitors?

Your audience
Tell us a bit about your target audiences and customer segments.
Who are your main customers? What kind of people do you want to attract and why?
How do people (and prospects) most often find you?
E.g Word of mouth, Facebook, Google Search

Current Marketing Activity
Tell us a bit about your current marketing tactics (Or more specifically; social/digital marketing- wise)
What software are you using to manage your marketing activity?
E.g WordPress, Shopify, Hubspot, ActiveCampaign, Mailchimp, Klaviyo, Zoho, Salesforce, Hootsuite
What are your key marketing goals and objectives?
Key Challenges: What is stopping you from hitting your marketing goals?
What can you share regarding your budget for marketing, or this particular initiative?
What are you looking for in an agency partner?
Is there anything else you would like us to know before we meet?

Marketing Discovery Questionnaire

Step 1 of 5

About You

Please provide us the contact details of the decision maker in the organisation

About your business

About your competition

Your audience

Current Marketing Activity