Pre Vision Alignment Session

First Name

Last Name

Company

Website URL

Please fill in your current social profiles below

Do you have a style guide and key assets (logo, brand colours, fonts, footage, graphics) and Can you supply them?

Yes

What is your overarching vision for your business this year?

Is your business local, regional, statewide, national or online only? What is the split between states?

Is the business independent or under discretion of a head office or franchise guidelines?

What is the current business model?

Whats your business mission?

Whats your business vision?

What is your customer promise?

What are your business values?

Which networks are you broadcasting on?

Metro or Regional campaign?

Metro

Yes

Regional

Both

Yes

How many current search sales/enquiries monthly?

How many creatives do you currently have in market per channel?

How many posts per week are you currently uploading?

Do you currently have key days that you are posting on?

Are there keywords that you would like included in captions?

Do you have a language tone guide?

Any keywords or language you do not want to be used?

What/if any CTAs would you like and the relevant links to be pushed through to?

Will you be posting in addition?

Do you use a scheduling tool currently?

What EDM platform do you use?

What is your current open rate?

What is your current click through rate?

What is your yearly advertising budget?

Who is your key demographic?

What is your average client lifetime?

What is your average lifetime value?

What is your client acquisition cost/lead acquisition cost?

What is your web traffic to lead ratio?

What is your current ROAS?

How are you currently reaching and selling to your customers?

What's been your most successful campaign to date?

Common objections from customers or barriers to closing?

Does your product/service work on a seasonal, weekly/monthly basis or focused around key times of year?

Where are you positioned in market?

What's currently going on in your industry?

How do you envision future touchpoints with your customers?

What percentage of leads/enquiries do you close or what is your online conversion rate?

Can you send us some examples of ads you like and would like us to use as inspo?

Who do you think is advertising well at the moment?

What is happening in your business over the next 90 days?

What's your marketing goal?

How many planned campaigns do you have coming up in the first 90 days?

What are your deadlines for your campaign/when do you want to go live?

What are the relevant key events on the retail calendar that we can take advantage of?

Do you have any events planned?

Are there any Sales / Offers you're considering?

Are there any new Product launches dropping?

Are you doing any collaborations with anyone?

Is there any PR that you're planning?

Do you already have content created for the mentioned events?

What determines success in the first 90 days?

What is your quarterly media budget?

What is your weekly website traffic?

What is your email database?

What is your instagram follower count, and how did you acquire them?

What is your LinkedIn follower count?

What is your weekly leads number?

What is your monthly leads number?

Anything else you think we should know before your vision alignment session?

Thank you!

The team is excited to meet you in your Alignment Vision Session.

See you soon!

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