Jeremy McGilvrey | New Client Onboarding Questions

New Client Onboarding Questions

It’s time to dive deep and really think about your brand and customers. Please take your time and answer each question thoughtfully using full sentences and/or bullet points.

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1.What is your company name?

2.Describe your target market?
Things to consider: What is their demographic (age, gender, income level, and/or career)? What are their biggest priorities or goals? What brands do they already admire? How do they typically discover you?

3.What products or services do you offer? What does the process look like when a prospect wants to become a customer?
For example, do they make an online purchase? Call you to schedule a consultation? Come into your store?

4.What problems do you help your customers solve? What risks do you minimize for them?

5.What is your current customer acquisition process?

6.Who are your main leaders in your industry?
Please provide 2-3 URLs and tell me specifically what you admire or dislike about each.

7.Why should your target market choose you over those you've listed above? What makes you different?

8. What brands do you admire for their voice, branding, or message? Why?
This can be within or outside of your industry.

9.Are there specific fonts you want to use?

10.Are there specific colors you want to use?

11.Why do you do what you do? What makes you excited about your work each day? What drives you to this particular business over other industries or ideas?

12.Is there anything I haven't covered here that you want to ensure is well-communicated on your sales funnel?

New Client Onboarding Questions

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