Client Discovery Planning Form

What's your name? *

What is the name of your business or organization? *

Which industry does your business operate in? *

What kind of services/products do you provide? *

Who is your main customer? *

What motivates your customer to purchase your product/services? *

What fears or reservations may your customer have before deciding to purchase? How do you address these fears? *

What does your sales process look like? Please describe the whole cycle. *

How you get leads, how you treat a lead once received, how you turn a lead into a sale, and what happens after the customer decides to buy?

What is your target customer's gender? *

How old are your target customers? *

What is your target market average yearly income? *

What are the top three keywords your customers will search for your business? *

What else can you tell us about your customers? *

Who are your top five competitors? Where do they excel? What do they struggle with? *

Please include links to their websites.

How do you measure success for your business? *

Key Performance Indicators

What are your measurable goals for success? *

How will you be judging our success? *

What image do you want to portray? *

Which of these colors do you feel best represents your brand? *

If you had to choose one of these fonts for your brand, which would you choose? *

Do you have extra information, comments or requests you would like us to consider?

Name

GENERALhello@lazarusdesignteam.comLOCATION933 Louise Avenue #567, Charlotte, NC 28204, United StatesPhone(704) 459-2454

Links