<aside> <img src="/icons/info-alternate_gray.svg" alt="/icons/info-alternate_gray.svg" width="40px" /> Give this to clients before our strategy session.

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Your Business

Give a summary of your business. (1-2 sentences)

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Why does your business exist? What is the story behind your business and the core values that drive you?

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What problems are you solving for your customers?

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Why do clients/customers choose you? What sets you apart?

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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?

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What are your goals for your business? 1 year? 3 year? 5 year?

<aside> <img src="/icons/pencil_gray.svg" alt="/icons/pencil_gray.svg" width="40px" />

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<aside> <img src="/icons/checkmark_gray.svg" alt="/icons/checkmark_gray.svg" width="40px" /> Your Audience

Describe your current clients/customers:

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What is their situation right now? What problems are they facing?

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What do they want? What is their ideal situation?

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Are there any new clients/customers you would like to start attracting? If yes, please expand on that.

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<aside> <img src="/icons/checkmark_gray.svg" alt="/icons/checkmark_gray.svg" width="40px" /> Key Competitors

List 3 competitors to watch in your industry. Please provide their name, website, and social media.

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What do you like or admire about them?

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What do you dislike about them?

<aside> <img src="/icons/pencil_gray.svg" alt="/icons/pencil_gray.svg" width="40px" />

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What is going to make your ideal client choose you over them?

<aside> <img src="/icons/pencil_gray.svg" alt="/icons/pencil_gray.svg" width="40px" /> better priced, whole instruments, more digital

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<aside> <img src="/icons/checkmark_gray.svg" alt="/icons/checkmark_gray.svg" width="40px" /> Your Brand

Are there 2-6 descriptive words that describe how you want your clients/customers to perceive your business? (Ex. modern, friendly, professional, luxury etc.)

<aside> <img src="/icons/pencil_gray.svg" alt="/icons/pencil_gray.svg" width="40px" />

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Do you have any colour preferences for your brand? Are there any colours you would like to stay away from?

<aside> <img src="/icons/pencil_gray.svg" alt="/icons/pencil_gray.svg" width="40px" /> sleek designs with minimalist colours, colour pallette, chrome metal feel

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What are 3 brands that you love the design of? What specifically do you like about each of them?

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Please give a few examples of logos and typography that you believe align 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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You can leave a link to your Pinterest board here:

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<aside> <img src="/icons/checkmark_gray.svg" alt="/icons/checkmark_gray.svg" width="40px" /> Your Marketing

How are you currently marketing your business?

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How do you plan to market your business in the future?

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<aside> <img src="/icons/checkmark_gray.svg" alt="/icons/checkmark_gray.svg" width="40px" /> Your Website

What is the main goal of your website? Ex: contact form enquiries, direct bookings

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Do you currently have a website? If so, why are you unhappy with the current site?

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What do you think a new website will do for your business?

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When coming to your website, what are your customers looking for?

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What are the key features or plugins that you want to implement on your website?

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Before we get started, is there anything else you’d like me to know?

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Thank you so much for your time, I’m looking forward to getting started!