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Digital Marketing: New Client Questionnaire Checklist

Use this free questionnaire checklist to help understand your potential new client's needs.

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PROJECT DETAILS

Company name and primary contact information for the project

Briefly explain the project

Briefly, explain the project format (ebook, website, media content, blog, social media, other)

Describe the target audience for this project

What is the budget range for the project?

What is your realistic preferred deadline? Does the deadline aline with a launch, event, promotion, etc?

What is the main goal for this project? (sales, promotion, launch, increase blog/website traffic, educate, etc)

What social media platforms do you have or prefer? Are you will to give over access?

Are their anticipated roadblocks for this projects?

CLIENT CONTACT

How closely do you prefer to work? Do you want daily/weekly check-ins? In person/email/phone?

What platforms/tools do you anticipate needing/using to complete this project?

How do you prefer project deliverables? (CMS, Word document, Wordpress, directly to your site, PDF)

Would you prefer a hard copy or electronic copy?

ADDITIONAL PROJECT DETAILS

Are you interested in editing services for content you provide or will someone else be editing?

In what geographic area will the content be used?

What is your target audience dialect?

Are you interested in a monthly/ongoing social media marketing campaign component?

ADDITIONAL QUESTIONS/POST PROJECT

Are you willing to credit me once the piece is published?

Can I use your work as an example on my website?

This creates a private checklist in your account.