1. What are your top business goals for the next 90 days and the next 12 months?
2. What actions do you want potential customers to take (purchase, demo request, call, signup, etc.), and what is the average value of each?
3. Who is your ideal customer? Please include details like industries, company size, roles, locations, and who would not be a fit.
4. What is your core offer, and how is it different or better than your competitors or the “do nothing” option?
5. What is your current monthly marketing budget, and do you have any guardrails or limits by channel?
6. Which metrics will define success for you (e.g., ROAS, CAC, lead quality, SQLs), and what is the minimum acceptable performance?
7. What does your sales cycle look like? Please include average sales length, order value/LTV, margins, and any seasonality.
8. What marketing efforts have you tried in the past? What worked well, and what didn’t? Please include any rough metrics if available.
9. Who are your top 3–5 competitors and/or aspirational peers? Are there landing pages or campaigns you admire (and why)?
10. What messages, proof points, or claims are most important to communicate—and are there any we should avoid?
11. How is your website and funnel currently performing? Please include priority pages, conversion rates, analytics setup, and any known issues.
12. Are there any limitations we should be aware of (inventory, service areas, compliance restrictions, or trademark issues)?
