Marketing Discovery Let’s find the right marketing direction for your business Answer a few questions so I can better understand your goals, audience, and current marketing situation. Fill Out the Brief PLEASE FILL OUT THE FORM FIELDS Marketing Discovery Form Please fill in what you can. If something is not applicable, you can skip it. Your answers will help me better understand your business, audience, goals, and the best marketing direction for your project. 1. Contact Information Full Name* Phone* Email* Company / Brand Name City / Service Area 2. Business & Industry What industry or niche is your business in?* —Please choose an option—Beauty / AestheticsHealth / WellnessFitness / SportsFinancial ServicesReal EstateMortgage / LendingConstruction / RenovationHome ServicesCleaning ServicesMoving / Delivery ServicesCoaching / ConsultingEducation / CoursesLegal / Professional ServicesRestaurant / Cafe / HospitalityTravel / TourismE-commerce / Online StoreRetailAutomotiveEvents / EntertainmentTechnology / SoftwareNon-profit / Community OrganizationPersonal BrandOther What do you sell or offer?* Which service, product, or offer would you like to promote most right now? What makes your business different from competitors? What is the usual price range or average value of your service/product? 3. Marketing Goals What would you like to achieve right now?* More visibilityMore inquiriesMore booked calls / appointmentsMore online salesMore in-person visitsMore website trafficStronger Instagram presenceBetter brand positioningPromote a specific service or offerLaunch a new product / serviceImprove trust and credibilityOther Which marketing direction are you interested in? Instagram contentFacebook / Instagram AdsGoogle AdsTikTok contentLinkedIn contentEmail marketingLanding page / website improvementsFull marketing strategyNot sure yet What is the most important result you want from marketing? 4. Ideal Client Who is your ideal client or customer? Which audience groups are most important for you? WomenMenFamiliesYoung professionalsBusiness ownersHomeownersNewcomers / immigrantsParentsStudentsHigh-income clientsLocal clientsOnline clientsCorporate clientsOther What problems, needs, or desires does your audience usually have? What usually stops people from buying, booking, or contacting you? What usually motivates your clients to take action? 5. Sales Process & Offers How do clients usually contact or buy from you? Website formPhone callInstagram DMFacebook MessengerWhatsAppOnline bookingIn-person visitEmailDirect checkout / online storeOther Do you currently have any offers, packages, promotions, or lead magnets? What should people do after seeing your marketing? Book a callBook an appointmentSubmit a formCall the businessSend a messageVisit the websiteBuy onlineVisit the locationDownload somethingOther 6. Current Online Presence Website and social media links* Do you already have brand materials? LogoBrand coloursProfessional photosVideosPresentation / brochureProduct photosClient testimonials / reviewsNo materials yetI need help with this Do you have existing photos or videos that can be used? —Please choose an option—Yes, I have enough contentSome, but not enoughNo, we need to create contentNot sure Is there a specific style you like? 7. Competitors & Positioning Who are your main competitors? What do you like or dislike about their marketing? How do you want people to perceive your brand? PremiumFriendlyProfessionalExpertModernLuxuryApproachableCreativeReliableLocalBoldCalmOther 8. Rules, Restrictions & Approvals Are there any rules, restrictions, or approval steps for your marketing content? —Please choose an option—Yes, all content must be approved before publishingYes, but only for certain topicsNo formal approval processNot sure yet Are there any words, claims, topics, or promises that should be avoided? Who approves content before it goes live? 9. Previous Marketing Experience Have you used social media or online ads before? —Please choose an option—Yes, Instagram / Facebook AdsYes, Google AdsYes, TikTok AdsYes, LinkedIn AdsYes, organic content onlyNo, not yetNot sure What worked well and what did not? Have you worked with a marketing specialist or agency before? 10. Budget & Next Steps Do you have a monthly advertising budget in mind? —Please choose an option—Not sure yetUnder $500 CAD / month$500-$1,000 CAD / month$1,000-$2,500 CAD / month$2,500-$5,000 CAD / month$5,000+ CAD / month What type of support are you looking for? Content ideas and strategyInstagram content creationAd campaign setupMonthly ad managementGoogle AdsLanding page / website improvementsAnalytics / trackingEmail marketingFull marketing supportNot sure yet When would you ideally like to start? —Please choose an option—As soon as possibleWithin 2-4 weeksNext monthJust exploring for now Anything else you would like me to know? 11. Upload Files Upload logo, photos, brand guide, documents, or examples if available