New Client Business Questionnaire

Welcome to Chapman Marketing Solutions! To help us serve you better and understand your business needs, please complete this comprehensive questionnaire. Your answers will help us create customized solutions for your business. Estimated completion time: 15-20 minutes You can save your progress and return later Required fields are marked with an asterisk (*) Need assistance? Contact us at [email protected]

Company Information

Let's start with your basic company details!
Business Address(Required)
MM slash DD slash YYYY
What social media platforms are you active on?

Contact Information

Tell us who we'll be working with!
Main Point of Contact(Required)
Preferred Contact Method

Business Details

Help us understand your business better!
Business Type

Services and Goals

Let us know what you're looking for!
Project Timeline

Target Market

Tell us about your ideal customers!
Describe your perfect customer in detail. Include demographics (age, income, location), behaviors, interests, and characteristics. For B2B, include industry, company size, and decision-maker roles.
List the specific pain points, challenges, or needs that your products/services address. What issues do you help your customers overcome? How do you make their life/business better?
How do customers typically find you?

Current Business Situation

Help us understand where your business stands today!
Average Sale Value

Goals & Challenges

Let's understand your objectives and obstacles!
List your most important business objectives for the next 12 months. Be specific with targets and timelines. Example: 'Increase online sales by 30%' or 'Open two new locations by Q4.
Describe the main obstacles or problems preventing your business growth. Include both internal challenges (staffing, processes) and external challenges (market conditions, competition).
Areas Needing Improvement

Marketing & Sales

Tell us about your current marketing efforts!
Current Marketing Strategies
Which marketing method has brought you the best results so far? Include specific platforms, campaigns, or strategies that have worked well for your business. What makes this channel particularly effective?
Explain how you currently attract and capture potential customers. Detail your methods for finding prospects and converting them into leads. Include both online and offline strategies.
Walk us through your typical sales process from initial contact to closing. Include key stages, average timeline, and how you convert leads into customers. What tools or methods do you use to manage sales?

Technology & Systems

Tell us about your current technology setup!
Current Software/Tools
If applicable
Payment Processing Methods

Service Requirements

Help us understand your service needs!
Implementation Timeline

Previous Experience

Tell us about your experience with similar services!
Have you used similar services before?

Brand & Visual Identity

Tell us about your brand!
Do you have brand guidelines?
List your primary brand colors.
Drop files here or
Max. file size: 100 MB.
    Brand Personality

    Additional Information

    Anything else we should know?
    What haven't we asked that you think we should know?
    Do you have any concerns about working with us?
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