Holistic Marketing Diagnostic Questionnaire

Basic Contact

Let’s start with the essentials.

First Name* Last Name*

Business Name* Company Website*

Primary Contact Email* We’ll use this email for project updates, strategy calls, and important messages.

Phone*

Who else should receive project updates? Add email addresses separated by commas. If it’s just you, use your primary email.

Client & Business Details

A few factual details about your business and founder.

Shipping Address

Street Address*

City*

State / Province*

ZIP / Postal Code*

Country*

Business Start

What month and year did you start this business?*

Cannot be in the future. Total years and months will be calculated.

Birthday

When is your birthday?* We use this to celebrate you. Must be at least 18.

Business Snapshot

Tell us what you do and what you want to position.

What best describes your business?*

Supplement / wellness brand

Manufacturer / formulator / supplier

Doctor / medical practice

Clinic / wellness center

Practitioner / coach / provider

Health or wellness product company

Other

Core Offer

What do you most want us to help position?* Use your own words. We’ll shape the positioning later.

How do people buy this? (optional)

Market Fit

Are people already buying what you sell?*

Yes, people already buy this offer. Validated with active paying clients or customers.

I have customers, but this offer is new. Expanding into a new product, service, or program.

No, this is a new offer. Early stage or launching for the first time.

Marketing History

What marketing have you tried? (Select all that apply)*

Social media

Paid ads

SEO / content

Email / SMS

Influencer / creator marketing

Partnerships / affiliates

PR / podcasts

Events

Referrals / word of mouth

Other

We haven't done much marketing yet

Marketing Results

What has worked best so far? (Select all that apply)*

What worked well? (optional) Tell us in a few words.

Primary Challenge

What is your biggest growth challenge right now?*

Not enough qualified leads

Leads are not turning into customers

Our positioning or message is unclear

We need more visibility or consistent marketing

We do not know what marketing is working

We need a clearer growth plan

Other

Anything else we should know? (optional)

Audit Goals

Selected 0 of 3 max

What do you want this audit to help you improve? (Choose up to 3)*

Find what is blocking growth

Get more qualified leads

Improve lead-to-customer conversion

Clarify our positioning and messaging

Improve brand visibility

Understand what marketing is working

Get clear priorities for what to fix next

Success Vision

Selected 0 of 2 max

What would make the next 6–12 months feel successful? (Choose up to 2)*

More qualified leads

More sales or revenue

Better lead-to-customer conversion

Clearer positioning and messaging

Stronger brand visibility

A more consistent marketing system

More repeat or returning customers

Other

What would that look like for you? (optional) Add a goal, number, milestone, or outcome if you have one.

Ideal Customer

1 of 3 profiles max

Describe the people who benefit most from what you do.

I’m not sure yet (we’ll help define this in your audit)

Similar Brands

Up to 5 brands

Add up to 5 similar brands. Add 3 if you can.

I don’t know any similar brands right now

Audience Influences

Up to 5 entries

Who does your audience already follow, trust, or learn from?

I’m not sure right now

Brand Strengths

Selected 0 of 5 max

What are your brand’s strongest advantages? (Choose up to 5)*

Expertise or credentials

Customer results or proof

Unique method or approach

Product or service quality

Personal service or trust

Speed or convenience

Price or value

Strong community or audience

Brand story or mission

Innovation or technology

Other

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 resonant.

Educational

Clear, practical, and explanatory.

Informal

Relaxed, human, and conversational.

Other

Add your custom tone.

Top Objections

Selected 0 of 3 max

What makes people hesitate before they buy? (Choose up to 3)*

Add their exact words if you know them.

FAQs

1 of 4 FAQs max

What do people ask you before they buy?

Pick a topic. Add the real question and your answer.

Brand Personality

0 of 5 selected

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

Select up to 5 words, or type your own:*

Your Brand Details

How does your brand present itself?

Brand Logo

Do you have a logo we should use?

Anything we should know about your logo? (optional)

Brand Colors

Do you have brand colors we should use?

Anything else about your colors? (optional)

Brand Fonts & Guide

Do you have brand fonts we should use?

Anything else about your fonts? (optional)

Brand Guide Link (optional) Link to your brand book, style guide, or deck if you have one.

Instagram

How many Instagram profiles would you like to share?

Instagram Profiles*

Facebook

How many Facebook profiles or pages would you like to share?

Facebook Pages*

LinkedIn

How many LinkedIn profiles or pages would you like to share?

LinkedIn Profiles

YouTube

How many YouTube channels would you like to share?

YouTube Channels

Other Social Profiles

Add any other social profiles you want us to review.

Number of other profiles to add:

Other Brand & Marketing Links

Share any other pages that help us understand your brand or marketing.

Number of links to add:

One last step

Please review and agree below.

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.

Next, you’ll choose a time for your Diagnostic Kickoff Call.