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Onboarding – 5. Foundations
Provide a general description of your current clients.
There are some specific questions below where you will get into the nitty-gritty. For now, paint with broad strokes!
Briefly describe an ideal client you already have, that you would like to have more of.
You likely have more than one, which is awesome. We only want to take note of the very best one for now.
Who are your competitors? List your top 3, with links to their websites:
Do you have a specific niche or specialization you market directly to?
Yes
No
Do you check the rates and offers of your competitors?
Yes
No
Tell us more! Who are your targeted markets?
How are you communicating with your targeted markets?
ex: social media, email blast, ...
Why do your customers choose to purchase from you instead of your competitors?
What do your current customers most love about your business?
What do your current customers most love about your product/service?
What do your current customers complain about regarding your products or services?
There's no judgement here. If we know struggles you are having, we can work together to solve them.
How do your products/services positively change your customers’ lives?
What are the core values or guiding principles for your business?
Core values or guiding principles for a business are fundamental beliefs and philosophies that shape the company's culture, behavior, decision-making, and overall identity. They serve as a compass to help guide the organization's actions and interactions both internally among employees and externally with customers, partners, and the community. These values are not just words on paper; they should be actively integrated into the daily operations of the company.
What are 3 keywords that sum up the value you bring to your clients/ customers?
(e.g. ours are Clarity, Structure & Simplicity)
Are there any slogans or taglines you use?
Slogans and taglines are short, memorable phrases or sentences that are used in marketing and advertising to convey a brand's message, values, or key attributes in a succinct and catchy manner.
If your brand were a person, what would they be like?
Example: If my brand were a person, they would be a knowledgeable, helpful, and reliable individual who strives to make every interaction a positive and informative experience.
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What sort of project(s) are you interested in?
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