Exploratory Assessment

First Name

Last Name

Email Address

Company Name:

Company Website:

What problem are you solving? Even better if you have a "Solution Statement."

What makes your offering uniquely better?

Who are you solving a problem for? Specify your target audience(s):

What is your guaranteed outcome? The Critical Path Impact or benefit that you can consistently deliver.

Your “Vision" or "Mission" Statement should articulate all of the above in a succinct and compelling way. Can you share that with us?

Does your brand have a visual identity [logo, colors, typography, collateral] that effectively communicates all of the above?

Yes, absolutely.

No, I'm missing this.

Sort of, will need to explain more.

I'm not sure, hoping you can tell me.

Does your brand have a website [including user-flow, design, and content] that effectively communicates all of the above?

Yes, absolutely.

No, I'm missing this.

Sort of, will need to explain more.

I'm not sure, hoping you can tell me.

Does your brand have a Go to Market strategy [clarity on where and how to spend your marketing budget] to effectively reach your target audience?

Yes and it's working.

Yes, but it's not working.

Sort of, will need to explain more.

I'm not sure, hoping you can tell me.

No, we need a strategy.

How do you measure success? Please note if there is a specified timeline &/or budget to reach this success.

Success for the brand equals ______

Describe your ideal marketing partner. What are you looking for? What are you not looking for?

Communication style, communication preference, team structure, client expectations.