Business Assessment and Discovery

Use this guided brief to organize your business information, goals and campaign requirements. Your answers stay in this browser until you choose to download them. Share the completed document with your Brand Equation contact through your agreed channel.

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Please do not include passwords, payment details or private customer information. Access to advertising, analytics, domains and other systems should be arranged using account invitations or a secure sharing method agreed with your project team.

Prepare your project brief

Complete the questions relevant to your project. Download the brief and share it with your Brand Equation contact. Your answers are not submitted or saved automatically.

33 planning questions · You can download a partially completed brief.

Part 1 of 5First Name

First Name

Last Name

Current Company Name (if applicable)

Phone Number

What business or industry do you serve?

How long have you been in business?

Current Annual Gross Revenues

Part 2 of 5What is the average customer worth to you?

What is the average customer worth to you?

Describe Your Typical/Ideal Client...

What is your main marketing message to prospects?

What makes your business unique or differentiates you from competition? What is your USP?

What are the 3 most common questions prospects or customers ask you regarding your product/service?

What are the 3 top objections you receive from prospects in the sales cycle?

Do you have a specific company logo?

In what mediums do you deliver your marketing/advertising message?

Part 3 of 5Do you consistently deliver that message whether your business is

Do you consistently deliver that message whether your business is busy or slow?

Historically, what has been the #1 most effective form of marketing/advertising for your business?

Do you have a company website?

If yes, what is the URL?

Is the website mobile-enabled?

Do you have a system designed to generate new business?

Do you currently use a CRM tool to manage your current/past clients, marketing and lead follow up systems?

Do you have a system to track the ROI on your marketing spend each month?

Part 4 of 5Do you have or receive analytic reports of your online presence a

Do you have or receive analytic reports of your online presence and website traffic?

What are your top 3 strengths you have/exhibit in your business?

What are the top 3 weaknesses you see in your business?

What are the top 3 opportunities you see for the next 12 months in your business...

What are the top 3 threats you face as a business that can/could circumvent your success?

What’s your opinion on the role and impact that the internet and mobile devices will have in next 5 years on your business?

How does the internet and mobile devices fit into your marketing plan over the next 12-months?

Do you have more capacity or room to grow in your business? Do you want to grow?

Part 5 of 5Attach Your Company Logo (optional) but this will help us visuali

Attach Your Company Logo (optional) but this will help us visualize your brand.

Prepare for a productive conversation

Keep account access secure

Prepare your project brief

Let’s make itadd up.

Let’s make it
add up.