Discovery Questions Form Strategy forms - 01 Discovery Questions Step 1 of 5 - Step 1 20% Getting to know youBefore we dive into strategies and tactics. We need to take a second to stop, go deep and get crystal clear on where you want to go with your business (otherwise we can’t possibly create a plan that will get you there).In your own words, what do you do?How did you get started? Or why do you do what you do? How long have you been in business?What are the services that you offer? Are there any that are more important than others?How do these services benefit your customers? What problems are you solving for them?What promises do you make to your customers?What do you see as the biggest challenge you face as a business?Why are you considering a change? What has brought you here today?Tell me what you like most about your business or brand and what do you like least?Describe your business in 5 single adjectivesAs a business, what are your core values or beliefs?What brands inspire you?Who is your target audience/niche? Who is your ideal customer?How are people finding out about you today? (if referral or word of mouth) Who is your main referral source and why?What are your customers saying about you? Good and bad What is the geographic area you are targeting?Who are some of your competitors? (If no one) Who might your customers or prospects consider your competition?What would you say sets you apart from your competition?Where would you say your competitors outperform you?Are you engaged in any sort of marketing efforts?Do you have a website? What technology is your website built on? Ie: WordPressHow many domains do you own? What are they?Why did you create your website & can you tell me a little bit about it?What do you like most about it, what do you like least?What is the primary purpose of your website?Do you make changes to your website or is that handled by a third party?Do you have social media? What platforms are you on? Which platform consists of the majority of your audience?Do you manage your social media or is that handled by a third party? What does success look like?What is the average dollar value of a new sale, or new lead?What is the average lifetime value of a client?How do you currently gauge your success?What does your business need to be doing for you to feel like you’ve had a really successful 12 months?Where are you right now?Imagine your business 5-10 years from now, what has changed? What is the vision for your business? This is your dream, don’t censor it. Think about what is important to you and what it is that you value (outside of making more money).Following on from the above, what does your life look like outside of work? How would achieving this vision impact you personally?What are some of the things you don’t want in your business?If you could pick one of your services to do all day whether because of margin or because you enjoy the work, which one would it be? And are they different from what you would like to focus on? (is there a service that gets them in the door that is less profitable but converts to larger sales?) Do you have Google Analytics installed on your website?How many clients do you get from your website and how do you think they find you? On average what is the close rate of business that is referred via the website?How do you gauge the performance of your website?Where do you rank compared to your competition for key terms in search results?What are the top 5 words you think you should rank for?What type of social media content does your audience respond to best?How has social media helped you in increasing your overall sales?What do you hope to achieve from using social media?What’s the biggest barrier to your success on social media? General QuestionsWho will be making the decisions on the new project? Who will we be working with? 783
