Name
*
First Name
Last Name
Email
*
What products or services do you provide to your clients?
What are the features of your products or services? What does your product or service do and what sets it apart from the competition?
What are the benefits of your products or services? What are the outcomes or results that users will experience by using your product or service?
If you provide services to other business owners, what size companies or organizations do you serve? (choose all that apply)
Solopreneurs
Small Businesses (2-50 employees)
Midsize Businesses (51-100 employees)
Large Businesses (100+ employees)
Corporations
Other
N/A
How long have your clients typically been in business when they hire you?
What kinds of businesses or organizations do you typically work with? (choose all that apply)
Brick-and-mortar Businesses (retail, banks, etc.)
Online Businesses
Professional consultants who offer on-site services
Service Providers
E-commerce Businesses
Non-profit Organizations or Foundations
Educational Institutions
Other
N/A
What is most important to your client in hiring someone in your position? (choose all that apply)
Expertise
Value
Quick turnaround
Robust systems and processes
High-touch customer service
Warmth and approachability
Confidentiality
Extensive network
Digital presence and visibility
Availability for long-term projects
Unique perspective and approach
Professionalism
Sense of fun
Creativity
Other
I want my clients to think of me as a friend.
1 No way
2
3
4
5 Absolutely
I want my clients to think of me as a teacher or mentor.
1 Not so much
2
3
4
5 Definitely
How much support, nurturing, and encouragement do they typically need?
1 They're pretty self sufficient
2
3
4
5 They need a lot of support
What's the best compliment a client can give you?
Tell me about your favorite client success story.
What results do your clients see from working with you?
For the clients you are currently serving or previous worked with, what about your brand resonated most with them?
Which of these words resonate most with you in thinking about your brand? (choose all that apply)
Fun
Approachable
Down-to-earth
Compassionate
No-nonsense
Professional
Spunky
Spiritual
Intellectual
Creative
Data-driven
Results-oriented
Strategic
Pragmatic
Empowered
Confident
Bold
Relaxed
Innovative
Feminine
Casual
Wise
Technical
Other
Do you have a mission statement?
Yes, and I love it!
Yes, but not a formal one
No, but I don't feel like I need one to best serve my clients
No, but I'd like help creating one
If yes, what is it?
Do you have a tagline?
Yes, and I love it!
Yes, but I'm not crazy about it
No, but it's not a priority right now
No, but I'd like help creating one
If yes, what is it?
What are you most proud of in your business?
What is it like to work with you? Describe your process, style, workflow, systems, etc.
Why should a prospect hire you instead of someone else in your field?
What other businesses/brands might a prospect be considering alongside yours?
Whether in your industry or not, what brands do you personally like? What about them do you like? Are there any elements you'd like reflected in your own branding and copy?
Do you prefer your tone to be...
1 Conversational
2
3
4
5 Formal
Is humor important to you?
Yes, it's a big part of who I am and makes me a lot of fun to work with
I enjoy a good laugh but don't think it makes sense for my brand's copy
There are other ways I build rapport with my clients
I take myself seriously but like to have fun with my work, and am open to incorporating some humor into my copy as appropriate
Are there any words/themes that you do NOT want to use or emphasize?
Are there other brands whose voice and style you really like? Feel free to share any links you'd like me to check out.
In terms of overall length, your philosophy is...
Keep it short and sweet
My work is complex and requires some extra explanation
My copy should be however long it takes to convey my brand and services
Describe yourself in five adjectives.
Please share your career history - as much detail as you think is helpful - including any jobs/volunteer work that may seem unrelated. Or, feel free to share your LinkedIn.
Where did you go to school and what degrees do you hold?
Do you have any professional certifications, specialty areas, or prominent mentors?
What do you do for fun?
What do you like to read/watch?
Family details? Pets?
What are people surprised to learn about you?
What inspires you?
Anything else I should know about you?