Let's get started with your onboarding

Please give yourself time to fill out this questionnaire. The better information we get, the better service we can provide. You can save and continue later by scrolling to the bottom and clicking "Save & Continue"

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Business Overview

What's your Business Name?*

What is the core mission of your business?*

Can you describe your business in a few sentences?*

What are the short-term and long-term goals of your business?*

Unique Selling Proposition (USP)

What makes your business unique in your industry?*

What are the key differentiators between you and your competitors?*

What are the top three reasons customers choose your business over others?*

Target Audience and Personas

Who is your ideal customer?*

Include demographics, psychographics, behaviors.

Can you describe a typical customer journey for your business?*

What are the pain points, challenges, or needs of your target audience?*

Brand Values and Messaging

What are the core values of your brand?*

How do you want your brand to be perceived by customers?*

What tone and messaging resonate best with your target audience?*

Product or Service Information

What are your key products or services?*

What are the benefits of your products/services to your customers?*

Are there any new products or services being planned or developed?*

Marketing and Sales

What marketing strategies have you used in the past?*

What were your most successful marketing campaigns or tactics?*

How do you currently generate leads and sales?*

What gives you authority in your industry?*

Who are your main competitors?*

Are there any similar brands that you admire or strive to be like?*

Customer Feedback and Insights

What feedback do you commonly receive from customers?*

Are there any recurring themes in customer testimonials or reviews?*

How do you currently collect customer feedback?*

Challenges and Pain Points

What are the biggest challenges your business is currently facing?*

Are there any market trends or changes that are impacting your business?*

What areas of your marketing or development strategy do you feel need improvement?*

Success Metrics and Goals

How do you measure success in your business?*

What are your key performance indicators (KPIs)?*

What specific goals do you want to achieve with your conversion strategy?*

Future Vision and Expectations

Where do you see your business in the next 3-5 years?*

What are your expectations from our partnership?*

How can we best support your vision and goals?*

Is there anything else that you feel we should know?