Client Intake Questionaire

This section includes relevant background information about your business and the challenge(s) you hope to address with our marketing services.
Your Core Product Offer
What are your core products or services that you would like our funnels to sell?
*core product examples: monthly memberships, paid services, info products, and live events.
What are the pricing and delivery models for your core offers?
What results and/or benefits are you promising your customers and what guarantees are offered?
Business Unique Value Proposition
What differentiates you from your competition in your industry?
Competition
What are your top 3-4 competitors?
Current Challenges
What marketing & sales challenges are you currently experiencing around this core offer?
Succesful Exceution
What sales/marketing strategies have worked well for you in this area?
Definition of Success
What does success look like for this funnel? What is the desired end result?
Traffic Sources
How are you generating the majority of your leads? Include both online and offline sources.
Partnerships / Affiliates
If you have affiliates or partners that promote this product or service, what do they most need to promote?
Customer Bait
What are you using to attract leads for this core offer? What is the estimated percentage of visitors that take advantage of this bait?
Basic Customer Demographics
Describe the basic demographic profile of your target customer.
What else are your target customers interested in?
What online or offline locations / groups do your target customers hangout?
What does your target customer (for this core offer) want more than anything else? What's their desired result? (as it relates to your product or service)
Fears, Frustrations or Pain Points
What is your target customer afraid of, frustrated with or experiencing a pain point as it relates to your product or service?
What else is holding your target customer back from achieving their desired result?
What questions to prospects and existing customers most commonly ask? What are the most common objections during the sales process?
Testimonials
What do your customer testimonials talk about the most?
Campaign Assets
What content assets do you have related to this core offer? -ebooks, books, videos, blog posts, articles, audio recordings, interview, portfolio, testimonials, photos/images, brochures or other marketing materials, etc.
While we'll be using ClickFunnels to design and build the funnel, what other technology must the funnel integrate with? (e.g. autoresponders, webinar service, payment processor, fulfillment company, etc.)
Please list existing funnel pages for your core offer or related offers, or existing website pages the new marketing campaign should resemble in terms of look & feel.
Do you have any regulatory restrictions, market seasonality, exclusivity clauses, or any other items we should know about when designing this marketing campaign?

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Your Core Product Offer

Business Unique Value Proposition

Competition

Current Challenges

Succesful Exceution

Definition of Success

Traffic Sources

Partnerships / Affiliates

Customer Bait

Basic Customer Demographics

Fears, Frustrations or Pain Points

Testimonials

Campaign Assets

Internet Marketing – The Art of Capturing Market Share

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