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Brand Strategy Discovery Form

ATTENTION: Please do not allow this form to intimidate you. Our goals is to support you wherever you are on the journey of opertating a business. Therefore, if there are any questions you have no idea about, DO NOT FRET! The more information you know, the better we can customize our strategy from the start. If some of these questions are foriegn, we will help take the driver seat and give you a foundational structure to build upon with suggestive routes to take. So, take 45mins, and let dive right in!

First Name *

Last Name *

Company Name *

Phone *

Email *

City *

State *

Website

How did you hear about us? *

Industry

Which industry do you operate in?

Please specify your industry

What market trends are currently influencing your industry?

Business Stage

What best describes your business? *

What inspired you to start this business?

What is the primary focus of your business? *

How long has your business been operating? *

What is your immediate goal with your business? *

Product & Service Development

What are your primary revenue-generating services or products?

What are your current product or service offerings? *

What problem does your product/service solve for customers? *

What market need does your idea address?

What are the key benefits of your offering?

Are there existing products/services you want to improve?

How do you measure the success of your product?

Do you have a startup idea or new business concept? *

if so, what is your startup idea or new business concept?

Are you considering expanding or improving upon these offerings

How do you envision your ideal new product/service?

What stage is your product currently in?

Are there any features you want to prioritize for development?

If there features you want to prioritize for development list them in order

What challenges do you foresee in launching this idea?

What are your product goals for the next 6-12 months? *

Budget & Revenue

What is your company's current annual revenue? *

What resources are you currently using to grow your startup? *

What is your budget for new product or service development?

Would you like help developing a strategy to increase revenue? *

Customers Journey & Insight

Would you like assistance in defining your audience? *

Who are your current customers?

Who is your target audience?

Can you describe their demographics?

Do you know the goals and motivations of your target audience?

If you know the goals and motivations of your target audience, what are they?

Would you like to focus on any specific audience segment?

Are there any specific customer needs or trends you want to address? *

If there are specific customer needs or trends you want to address, please list below.

What are the common pain points faced by your customers?

What does your current customer journey look like?

How do customers interact with your brand? *

How do you nurture leads through the funnel?

Where do you see drop-offs in your sales funnel?

Do you need assistance with creating a sales funnel? *

Would you like assistance with a lead-generation strategy? *

Do you need help with funnel automation? *

What tools do you use to track customer interactions?

Which tools are you currently using to assist with your entire operations, and what issues are you facing with them? *

Operation Efficiency

What is your biggest operational pain point right now? *

If other operational pain point, Please Specify

Have you already implemented any software solutions to streamline operations? *

Would you like help optimizing your business processes?

Which workflows are you looking to optimize?

Resource Team

What resources do you currently have? *

Do you have independent contractors? If so, how many *

Do you need help with time management or hiring strategies?

Are you looking to expand your team or improve team collaboration?

Have you faced issues with delegation, task assignment, or team accountability?

What is your timeframe for making improvements or engaging a Fractional COO?

If you need a Dedicated Management Fractional COO , which one would you need? *

What areas of your business do you think would benefit most from the expertise of a Fractional COO?

What are your expectations from a Fractional COO? (Select all that apply)

Brand Insight

Are you looking for help with brand voice development?

Would you like assistance with creating your brand's tone and messaging?

Would you like help defining your business vision and strategy?

What changes are you considering in your rebranding efforts?

How do you prefer to approach solving problems in your business? *

Would you like to set up regular brainstorming sessions with a coach?

Competitors Insight

Who are your main competitors? *

What do you perceive as their strengths and weaknesses?

Do you have insight about your competitors' customer engagement strategies? *

Are there any competitors whose content strategies you admire, If so, who?

Fractional COO

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Address

5405 Roberts Road

Hilliard, OH

Email Address

[email protected]

Office Number

(614) 350-6177

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