Client Name
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First Name
Last Name
Business Name
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Phone
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Country
(###)
###
####
Email
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Mailing Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
What service(s) are you desiring?
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Guidance + Personal Development
The Brand Suite
Website Elevation
Brand Intensive
Branding + Website Design
I'm not sure yet
Can you give a short summary of your business?
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Are you a solopreneur or do you have a team? Please list out your team members' names & roles.
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What is the meaning or story behind your business name?
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How did you get into your business?
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What pain points are you experiencing in your business right now?
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What purpose is your business serving?
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Why do clients/customers choose you? What makes you different than others in your industry?
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How are your clients/customers finding you? Social media? Referrals? Ads?
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Do you have a mission statement or tagline? If so, what is it?
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On average, what does a typical customer spend when they come to you? How do your prices compare to comparable services/products in your market?
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What are your goals for your business? Where do you see your business in 1 year, 3 years, and 5 years?
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If you had to choose 3 words to describe your brand, what would they be?
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Do you sell to mostly men or women? Or both? (if both, please specify what percentage of your business they each make up)
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How old is a typical client/customer?
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Where do they live?
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What do they do for a living? What is their income level like?
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Where do they shop? What do they splurge on?
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What do they enjoy doing? What are they inspired by? What brings them joy or excitement?
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Are they married? Do they have children?
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Are they on social media? If so, what platforms?
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What is their ideal way to be communicated with? Via social media, in person, phone call, etc.?
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What are their hesitations when making a purchasing decision?
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What are their pain points and fears? Is there something that you help them solve?
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What is most important to them? What are they willing to invest in? Do they value quality, price or convenience?
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What do they desire in customer service?
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Give a few examples of other businesses in your end that you admire. What do you like about them? What do you do differently from them?
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What is going to make your ideal client choose you over them?
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Any other businesses in your industry who are a force to be reckoned with whom you don’t necessarily admire? What makes them successful?
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List 2-3 of your direct competitors.
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Do you have any color preferences for your new branding? Are there any colors you would like to stay away from?
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Name 2-3 brands that you love, describe why.
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Where do you draw inspiration from for your business?
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Please give a few examples of logos and typography that you believe are in line with your brand and describe why. (If you don’t have any in mind, Pinterest is a good place to start!)
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Do you have any imagery ideas for your branding?
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Are there any existing elements in your brand that you would like to keep? If so, please explain.
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What is your current revenue and goal revenue?
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What do you not like about your current branding?
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How excited are you to get started?
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Should have started yesterday.
I'm excited but nervous.
Not really excited, but hopeful.
