New Client Intake Questionnaire – Money Mouth Marketing

It is with great gratitude we welcome you to the Money Mouth Marketing Family. We are honored you've chosen to partner with us and we are looking forward to creating a prosperous relationship.

The following intake form it's designed to give us a snapshot of where your business is now so we can best determine how to get you where you want to go. This form is critical for our onboarding call and should be completed no less than 48 hours prior to our session. We are not able to do the onboarding without it.

They are over 70 questions, so please allot for at least 2.5 hours to complete it thoroughly and honestly. None of the information will be shared outside of our organization - it is strictly confidential - so we encourage you to be as honest as possible with your answers.

Due to the length of the form, we recognize it may take several sittings to complete it. You can "save your work" by clicking the "save and the continue later" link at the bottom of each page.

VERY VERY IMPORTANT:
Please be sure to click SUBMIT at the end of questionnaire - not “save and continue”. We will NOT receive your information until you click the submit button.

Additionally, you will receive a copy of all your answers immediately upon submission. If you do not get the email, please check your spam. If it's not there, please contact us to ensure we received your information.

Thank you again, and we look forward to working with you

Basic Information

Your Name(Required)

First Last

Phone Number

Business Name(Required)

Email(Required)

Main Website

Additional Website

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

List all social accounts URLS and following (connections, followers, etc)(Required)

Company Data

Industry(Required)

How long have you been in business?(Required)

Describe your company’s general infrastructure? (For example, “I own the business but I’m never there, and I defer to my manager.”) Explain whether it’s hands on, hands off, who runs things, political environment, partners, managers, decision makers, etc.(Required)

How many employees?(Required)

How many combined years of expertise do your leadership/employees have?(Required)

Locale/Service Area(Required)

Micro-Local (Cleaners, etc)

Local (Metro Area)

Regional

National

International

How many locations?(Required)

Why did you start the business?(Required)

How satisfied are you with the results of your business?(Required)

Please enter a number from 1 to 10.

Rank 1 to 10 (10 highest)

Why?

Do you have a business plan?(Required)

Yes

No

Are you following it/on target?(Required)

Yes

No

What do you feel is off target?

Who You Are/What You Do (products/services)

Describe what you do(Required)

Describe what you do in 10 words or less(Required)

What is different about the product or service that you offer?(Required)

List the BENEFITS of the service you provide or products you sell. Focus on the BENEFITS, not the features: (i.e. Automobile Feature: Air Conditioning - Benefit: cool, comfortable ride)(Required)

Competition

List 3 competitors:(businesses who offer similar services in the same proximity and could possibly have the same customers as you)

Competitor #1:(Required)

Competitor #2:(Required)

Competitor #3:

What are your competitor’s biggest failings/short comings?

Competitor #1 (failings):(Required)

Competitor #2 (failings):(Required)

Competitor #3 (failings):

What do they do that you don't or wish you could?(Required)

What assets, intellectual property, patents, licenses, certifications, etc that your competitors don't?(Required)

Is there a process or a way of doing things that is different that your competitors?(Required)

Have you tried putting a new spin on an old idea or do something different than the industry norm or done anything to stand out from your competition?(Required)

What are the top 2-3 reasons prospects DON'T buy from you?(Required)

Audience/Target Market

Who is your target market?

Who do you PRIMARILY service?

Businesses (B-to-B)

Consumers (B-to-C)

Business Professionals (B-to-P)

List top level business demographics(Required)

List top level Consumer/Professional demographics(Required)

How would you appeal to your target audience? (Why would they like you/your service)(Required)

Is your target market ACTIVELY LOOKING for your services? How do they search?(Required)

What do your customers really want… from their point of view? (Be specific. Don’t just answer a “quality product,” “low prices,” or “outstanding service.”)(Required)

What are your target market's concerns, fears, issues, challenges?(Required)

How do your products/services solve those wants for your customers or address their fears and concerns?(Required)

Existing Customers

How many existing clients do you have?(Required)

Have you ever asked a new client why they chose you? What was their answer?