# Marketing client questionnaire

Delete questions you don’t need and mark optional ones. Let people answer “not sure yet”.

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## Details

Client / company: [Name]
Completed by: [Name, role]
Date: [Date]

## Goals

- What are your business goals for the next 12 months? [Answer]
- Which number matters most (leads, sales, bookings)? [Answer]

## Customers and offers

- Who are your best customers? [Answer]
- What are your main products or services and their margins? [Answer]

## What’s worked before

- Which channels have worked, and which haven’t? [Answer]
- Any past campaign results we can see? [Answer]

## SEO

- Which searches should you appear for? [Answer]
- Any past SEO work or penalties we should know about? [Answer]

## Social media

- Which platforms matter for your customers? [Answer]
- Who can create or appear in content? [Answer]

## Tools, budget and reporting

- Which tools do you use (CRM, analytics, ad accounts)? [Answer]
- Monthly budget for fees and for ad spend? [Answer]
- How and how often would you like reports? [Answer]

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## Before you send it

- [ ] Every question has a reason to be there.
- [ ] Optional questions are marked.
- [ ] It takes under ten minutes to complete.
- [ ] It doesn’t ask for passwords or sensitive files.
- [ ] You’ve said how answers will be used and stored.
- [ ] You know who reviews the answers and when.

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# Example: Larkspur Interiors

Sample answers from a fictional client.

## Sample answers

- **Most important number?** Design consultation bookings.
- **What’s worked?** Instagram posts of finished rooms; Google Ads were expensive.
- **Ad budget?** $2,000 a month, paid directly.
- **Reporting?** Monthly report and a 30-minute call.

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