New Client Questionnaire

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Part II: Background Information
Please describe your organization in a few sentences.
What problems do your clients have that your organization solves? What makes you different?
What are your priorities?
What keeps you up at night?
What frustrates you about your current marketing situation?
Describe your target audience? What do you want to your marketing message to convey?
For Profit: Who are your direct competitors? Non Profit: Name some peer organizations that are similar to yours.

Part III: Brand Identity
List any important words that you want people to associate with your organization’s image and brand.
What is your tagline?
Do you have a high-resolution logo?

YesNoNot sure
If yes, what format is it in? (Exam: JPEG, EPS, PNG)
Have you considered redesigning your logo?

YesNo
Do you have a style guide or brand standards?

YesNo
Do you have established print materials? If yes, what type (brochure, letterhead, event materials, etc):
What fonts do you typically use?
Are there any colors that you want incorporated into the brand?
Do you have the pantone numbers for the colors you want to use?

YesNo
If so, what are they?

Part VI: Other Information
Who is the decision maker for this project?
What is the typical turnaround time for making decisions?
What is your committed marketing budget for this project?

$750 - $1,000$1,001 - $2,500$2,500 +Other
Do you have a designated IT person that we need to coordinate with?

YesNo
What other staff will be involved? What are their roles?
Anything else we can help you with?
You will be directed to our online calendar to schedule your

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NEW CLIENT QUESTIONNAIRE