Holistic Marketing Diagnostic Questionnaire

Basic Contact

Let’s start with the essentials.

First Name* Last Name* Business Name* Primary Contact Email* Provide the primary email where you want to receive all official account materials. All of our vital agency communications, strategy syncs, and direct messaging will happen here. Phone*

Project Updates Emails* Is there anyone else on your team who should receive automated weekly progress reports and execution summaries? If yes, please provide their emails separated by commas. If you are running this solo, simply repeat your primary email address above.

Website URL

Where should we look?

Website URL*

Market Fit

Are people already buying what you sell?

Yes, I have paying customers. I do, but I am launching something new. No, this is a new offer.

Primary Challenge

What is the #1 challenge preventing your growth right now?

Challenge*

Success Vision

How would you define success for your marketing in the next 6-12 months?

Success Definition*

Shipping Address

Street Address* City*

State* ZIP Code*

Business Anniversary

When is your NEXT business anniversary?

Anniversary (MM/DD/YYYY)*

Birthday

When is your birthday so we can celebrate you?

Birthday (MM/DD/YYYY)*

Audit Goals

What do you want to get from this audit?

Goals*

Ideal Customer

Who is your ideal customer?*

Similar Brands

What brands are similar to you, and how are you different?*

Audience Influences

Who does your audience follow or trust?

Brand Strengths

What unique qualities or strengths does your brand possess?*

Core Offer

What is the core offer you are focused on?*

Brand Voice

If your brand could talk, how would it sound? (Choose all that apply.)

Formal

Structured, authoritative, and polished.

Rugged

Grounded, direct, and resilient.

Enthusiastic

Energetic, positive, and expressive.

Smart

Strategic, thoughtful, and clear.

Inspiring

Uplifting, mission-led, and emotionally resonant.

Educational

Clear, practical, and explanatory.

Informal

Relaxed, human, and conversational.

Other

Add your own tone direction.

Top Objections

What are one to three of the top objections you get from clients?*

FAQs

What are your 4 most common questions and answers?*

Brand Personality

If your brand were a person, what five words describe them?*

Select up to 5 words, or type your own and press Enter.

Your Brand Details

How does your brand present itself?

Do you have logo files you would like us to use?

Anything we should know about your logo usage? (optional)

Do you have brand colors you would like us to use?

Anything we should know about your colors? (optional)

Do you have brand fonts you would like us to use?

Anything we should know about your fonts? (optional)

Target Geolocation

Is there a specific geolocation you want us to target? (If so, please specify.)

Press Enter or comma after each location. Examples: New York City, NY · South Florida · Austin, TX

Instagram Links

How many Instagram links would you like to share?

Please select the number of Instagram links you want to provide.*

Facebook Links

How many Facebook links would you like to share?

Please select the number of Facebook links you want to provide.*

LinkedIn Links

Please select the number of LinkedIn links you want to provide.

YouTube Links

Please select the number of YouTube links you want to provide.

Other Social Handles

Please select the number of other social links you want to provide.

Additional Links

Share current funnels, landing pages, campaigns, booking pages, sales pages, client portals, media kits, or any other platforms that represent your brand.

How many additional brand or marketing links would you like to share?

Consent & Submit

I agree to the terms and conditions provided by the company. By providing my phone number, I agree to receive text messages from this business.

You will be redirected to schedule your 90-minute audit call.