Tell us about your organization Generic Discovery Form General InformationBusiness NameMain Physical LocationTotal Number of LocationsBusiness CategoryMain Geographic AreaApproximate Annual RevenueAnnual Marketing BudgetNumber of Full Time EmployeesWebsite URLPrimary Contact PersonGive a brief description of your business/organization. (What products and/or services do you offer?)Give a brief description of the types of people who uses your products or services.Competitors and InsightWho are your primary competitors?Competitor #1WebsiteCompetitor #2WebsiteCompetitor #3WebsiteWhat are the primary reasons that your organization is looking for a company to help with digital services?Project TypeWhat type of project is this? (Select as many that apply.) Digital Consulting (Navigation Strategy, Audience Strategy, etc.) Website development or Redesign Creative Services (Website Look and Feel, Logo design, etc.) Social Media Search Engine Optimization (SEO) Paid Advertising (Google, Facebook, LinkedIn ads, etc.) If not one of the above choices, please provide additional information about your project.Project GoalsWhat are your desired goals or outcomes for this project? (Increase sales, increase traffic, etc.)Describe any barriers that you may have to the success of this project. (Budget constraints, customers hard to reach, undefined organizational strategy, etc.)Describe your current sales and marketing strategy as well as your current marketing activities. (Advertising, lead generation, social media efforts, etc.)What software tools does your organization use for sales, marketing, or lead generation? (CRM software, etc.)Digital Asset AuditDoes the company utilize the following assets or social media platforms?Google Analytics Yes No Not Sure Do you control your Google Analytics Account?YesNoNot SureGoogle Console Yes No Not Sure Do you control your Google Console Account?YesNoNot SureGoogle Business Page Yes No Not Sure Do you control your Google Business Account?YesNoNot SureBing Webmaster Tools Yes No Not Sure Do you control your Bing Webmaster Tools Account?YesNoNot SureFacebook Yes No Not Sure Facebook Address (URL or page name if known)Twitter Yes No Not Sure Twitter Address (URL or page name if known)Instagram Yes No Not Sure Instagram Address (URL or page name if known)Snapchat Yes No Not Sure Snapchat Address (URL or page name if known)Linkedin Yes No Not Sure LinkedIn Address (URL or page name if known)Other Social Media PlatformOther Social Media PlatformAsset Control/OwnershipDo you have control/ownership of your domain name? Yes No Not Sure Do you have control/ownership of your Social Media Account(s)? Yes No Not Sure CommentsThis field is for validation purposes and should be left unchanged.
