Marketing Plan Questionnaire

I know, this takes time to fill out BUT the more data we can get from you the better the results, thus, a more predictable outcome could come from this marketing plan.

The Basics

First Name *

Last Name *

Email *

Phone *

What is your prefered contact channel?

Business Overview & Objectives

1 Executive Summary

Please provide a brief description of your business, including the industry you operate in and the primary products or services you offer. *

2 Company Overview

What is your business name? *

Address *

How long has your company been in business? *

3 Mission and Vision Statement

What is your company's mission? (A statement that defines the purpose and primary objectives of your business) *

What is your company's vision? (A statement that outlines your long-term goals and the desired future position of your business) *

4 S.W.O.T. Analysis

Strengths: What are the key strengths of your business? *

Weaknesses: What are the main weaknesses or challenges your business faces? *

Opportunities: What are the potential opportunities for growth or improvement? *

Threats: What external threats could impact your business? *

5 Business Objectives

What are your primary business objectives for the next year? (e.g., increase revenue by 20%, expand to new markets, etc.) *

Website Audit

6 Website Information

Website *

What are the main goals of your website? (e.g., generate leads, sell products, provide information) *

7 Current Performance

How do you currently measure the performance of your website? (e.g., Google Analytics, conversion rates, etc.) *

Are there any specific areas of your website you believe need improvement? *

Social Channels Audit

8 Social Media Presence

Which social media platforms are you currently using for your business? *

What are the main goals of your social media efforts? (e.g., brand awareness, customer engagement, driving traffic to your website) *

9 Current Performance

How do you measure the success of your social media channels? (e.g., followers, engagement rates, conversions) *

10 Challenges and Opportunities

Are there any challenges you face with your social media efforts? *

What opportunities do you see for growth on social media? *

Market Research

11 Target Market

Who is your primary target market? (e.g., demographics, psychographics) *

How do you currently reach your target audience? *

12 Segmentation

Do you segment your market into different groups? If so, what are the criteria for segmentation? *

13 Buyer Personas

Can you describe the typical characteristics of your ideal customers? (e.g., age, gender, interests, buying behavior) *

Positioning

14 Value Proposition

What unique value does your product or service offer to customers? *

How do you differentiate your business from competitors? *

15 Brand Positioning

How do you want your brand to be perceived by your target audience? *

What key messages do you want to communicate about your brand? *

What are the current industry trends, and how are they influencing your business? *

Competition Analysis

16 Competitor List

Who are your main competitors? *

What are your biggest marketing challenges?

What does your sales cycle look like? *

If you want to learn more about the Sales Cycle, click here to watch a video.

17 Competitor Strengths and Weaknesses

What are the strengths and weaknesses of your competitors? *

What are your competitors' marketing strategies? How do they price their products/services? *

What potential competitive advantages do you have, and how can you differentiate yourself from your competitors? *

Implementation Plan

18 Marketing Strategies

What marketing strategies are you currently using? *

What new strategies are you considering implementing? *

What is your estimated monthly budget for marketing? *

Your history in numbers!

We must know the past in order to understand the present and forecast the future.

On the "Choose file" button below, you can upload any data sheets with your traffic information report from ALL available social media platforms includding Google Analytics from your website.

Data Upload - Prospera Marketing Plan

19 Tactics and Steps

What specific tactics do you plan to use to execute your marketing strategies? (e.g., content marketing, email campaigns, PPC advertising)

Key Performance Indicators (KPIs)

20 Defining Success

What KPIs will you use to measure the success of your marketing efforts? (e.g., website traffic, conversion rates, social media engagement) *

Next Steps

21 Support and Guidance

How can we assist you in the transition from planning to execution? *

Any questions you may have for us or comments we should know?

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