New Client Questionnaire | Tridigital Marketing

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New Client Questionnaire

Let's Get to Know You Better!

We're excited to dive deep into the heart of your brand. Set aside 45 to 60 minutes of your day to journey through this questionnaire. Your detailed answers are crucial—they are the colors we'll use to paint your unique marketing masterpiece.

The more you share, the better we can tailor our strategies to fit the exact contours of your business dreams. Think of this as laying down the blueprint from which we'll build your success.

Ready to begin? Let’s make every minute count!

Section 1 of 4: General Information

First name*

Last name*

Position*

Company name*

Email*

Website URL*

Do you have a slogan or tagline?

How should we refer to your company in the text? Any special spelling?*

Who are the decision-makers on this project?*

Describe your organization's culture in a few sentences.*

Describe what is unique about your organization and why clients choose you over your competition.*

What is your annual gross revenue?*

What is your ideal seat size & vertical?*

What are the top pain points that your business solves?*

Please describe the culture of your preferred clients.*

What PSA or CRM are you using?*

Does your website have any special assets/links that we need to be aware of?*

Who are your major competitors*

What service is your best seller?*

Please list ALL of the solutions/services you offer going into this engagement with TRIdigital.*

What vendors do you use for your solutions?*

What have been your biggest hurdles in marketing?*

What metrics will you use to define the success of the partnership with TRIdigital?*

Do you have current branding guidelines?*

Yes

If so, upload file here.

Upload all current available versions of company logo.

Section 2 of 4: Content & Tone

Do you have a preferred tone or writing style when it comes to content?*

How do you feel about your site’s current voice and tone? What do you want to improve from a copy standpoint?*

What do you want to avoid sounding like as far as the tone of your copy?*

What are the most common objections you need to overcome to sell to prospects?*

Do you have specific branding names for your solutions/services?*

Section 3 of 4: Search Engine Optimization

What keywords are you currently ranking for (list all)*

What keywords would you want to rank for (list all)?*

Who do you think your top online competitors are?*

What non-geographic markets do you serve? Which do you plan to serve and when?*

Are you planning to offer any specials/promotions within the next 12 months?*

Can you grant full access to Google Analytics at the account level to access@tridigitalmarketing.com?*

Yes

Need New Setup

Can you grant full access to your Google Search Console account to access@tridigitalmarketing.com?*

Yes

Need New Setup

Can you grant full access to your Google AdWords account to access@tridigitalmarketing.com?*

Yes

Need New Setup

Can you grant full access to your Bing Webmaster Tools account to access@tridigitalmarketing.com?*

Yes

Need New Setup

Section 4 out of 4: Social Media

Facebook Page URL

LinkedIn Page URL*

Love Your Work

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Your
Work

Quality and passion in every project.

Break Eggs

Break
Eggs

Innovation means taking risks.

Make Your Mark

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Your
Mark

Leave a lasting impact.

Mix Paint

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Paint

Collaboration sparks creativity.

"TRIdigital Marketing transformed our business! Their innovative strategies and hands-on approach helped us increase leads and grow our online presence.”

Georg | Valiant

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