Onboarding Questionnaire

Name:

Email:

Phone:

Message:

Goals & Objectives | What are your main goals for this marketing initiative? (e.g., increased sales, brand awareness, expanding market reach, etc.)

Goals & Objectives | Are there specific metrics or KPIs you’d like to focus on (e.g., website traffic, leads generated, customer engagement, etc.)?

Target Audience & Market | Who is your primary target audience? (e.g., residential homeowners, contractors, architects, landscape/hardscape designers, distributors, developers)

Target Audience & Market | Are there specific regions or markets where you want to grow?

Target Audience & Market | Do you have buyer personas or insights on the preferences and behaviors of your ideal customers?

Branding & Positioning | How would you describe your brand’s unique value proposition in comparison to competitors?

Branding & Positioning | Are there key differentiators you’d like us to highlight in your marketing (e.g., quality of materials, customer service, industry expertise)?

Branding & Positioning | Do you have a brand style guide or specific branding elements that must be adhered to in marketing efforts?

Current Marketing Efforts | What marketing channels are you currently using? (e.g., social media, email marketing, SEO, paid ads)

Current Marketing Efforts | Are there any marketing strategies that have worked particularly well or poorly in the past?

How would you rate your current website’s effectiveness in driving conversions? Any specific improvements needed?

Product/Service Promotion & Sales Strategy | Are there specific products/services you’d like to prioritize or feature in marketing campaigns?

Product/Service Promotion & Sales Strategy | Are there seasonal or event-based promotions you run? (e.g., Spring sales, project showcase events, trade shows)

Product/Service Promotion & Sales Strategy | Do you currently have partnerships or affiliations with contractors or home improvement companies we could leverage?

Digital Presence & Content | How active is your business on social media platforms? Are there any particular platforms you’d like to focus on?

Digital Presence & Content | Are you interested in creating additional content such as blog posts, articles, installation guides, or video tutorials?

Digital Presence & Content | Do you have an existing email list, and would you like to utilize email marketing for campaigns?

Customer Journey & Sales Process | Can you outline the typical customer journey from initial contact to sale?

Customer Journey & Sales Process | Are there specific pain points or challenges your customers experience during this journey that we could address in our marketing?

Customer Journey & Sales Process | How is customer support currently handled? Are there opportunities to highlight your support and expertise?

Funding & Resources | Do you have a funding range in mind for your marketing efforts?

Funding & Resources | Are there in-house resources (e.g., design, content, social media) we should consider, or will all marketing efforts be managed externally?

Timeline & Expectations | Do you have a specific timeline in mind for the proposal or the launch of marketing efforts?

Funding & Resources | Are there any particular milestones or events you’d like us to be aware of in the marketing plan?

How often would you prefer updates or performance reports?

Monthly

Quarterly

Feedback & Collaboration | Is there a primary point of contact for marketing efforts and project coordination?

Feedback & Collaboration | Are there other stakeholders involved who may need to review or approve marketing content?

Website & CMS | Are there any specific functionality needs for the website, such as an online product catalog, quote request forms, newsletter subscription, AI-driven chatbots, dealer portal or an e-commerce section?

Website & CMS | Do you need assistance with website updates, redesign, or optimization to improve user experience and conversion rates?

Website & CMS | What platform or content management system (CMS) is your website currently built on? (e.g., WordPress, Shopify, custom-built, not sure)

CRM & Customer Data Management | Do you have a CRM system in place for managing customer interactions and sales? If so, which CRM are you using? (e.g., Salesforce, HubSpot, custom CRM)

CRM & Customer Data Management | Are you interested in segmentation or automation features within your CRM for targeted marketing?

Marketing Automation | Do you use any marketing automation tools for email campaigns, customer segmentation, or lead nurturing? (e.g., Mailchimp, ActiveCampaign)

Marketing Automation | Would you be interested in setting up automation workflows for lead generation, nurturing, or re-engagement campaigns?

Marketing Automation | Are there specific customer touchpoints you’d like to automate, such as follow-up emails or post-purchase surveys?

Social Media & Content Scheduling | Do you currently use any tools for scheduling and managing social media posts? (e.g., Hootsuite, Buffer, Sprout Social)

Social Media & Content Scheduling | Are you interested in setting up a content calendar and automation for consistent social media posting?

Social Media & Content Scheduling | Do you require any advanced tools for social listening, audience engagement, or competitor analysis?

Advertising Platforms & Tools | Are you currently running any paid advertising campaigns? If so, which platforms are you using? (e.g., Google Ads, Facebook Ads, LinkedIn)

Advertising Platforms & Tools | Are there any tools or technologies you need for campaign performance analysis and reporting?

SEO & Content Management | Do you use any SEO tools or platforms for keyword research, rank tracking, or site audits? (e.g., SEMrush, Ahrefs, Moz)

SEO & Content Management | Are you interested in technical SEO support, including on-page optimization, content creation, and backlink building?

SEO & Content Management | Do you need assistance in setting up an editorial calendar or blog management tools?

E-Commerce or Product Management | If your website features an online catalog, do you require any tools for product management, inventory tracking, or order processing?

E-Commerce or Product Management | Would you be interested in tools to manage customer reviews, product recommendations, or product upsells?

Email Marketing & List Management | Do you use an email marketing platform? If so, which one? (e.g., Mailchimp, Constant Contact)

Email Marketing & List Management | Would you need assistance with email segmentation, drip campaigns, or personalized email marketing?

Email Marketing & List Management | Are there specific types of customer engagement you want to enhance through email, such as newsletters, promotions, or lead follow-ups?

Support & Maintenance | Do you need ongoing technical support for any platforms, tools, or systems?

Support & Maintenance | Are there specific areas where you'd like to establish regular maintenance routines (e.g., website updates, CRM clean-up, analytics reporting)?

Timeline & Expectations | Do you have a specific timeline in mind for the proposal or the launch of marketing efforts?

Are there any particular milestones or events you’d like us to be aware of in the marketing plan?

Onboarding Questionnaire

Contact us

(718) 496-1666

31 Beachway Ave, Keansburg, NJ 07734

Onboarding Questionnaire

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Contact us

(718) 496-1666

31 Beachway Ave, Keansburg, NJ 07734