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Your Name *
Email Address *
Full Company Name * (with tagline, if applicable)
Do you need a tagline or tagline update?
Do you need a Mission or Vision Statement?
This is often found in a business plan if one is available
YesNoI need help getting clarity about the vision for my business
What is your WHY? Why do you want to start a business? Dig in as deep as you can - a past experience is often the first seed that is planted.
What is your Brand Promise? What benefits or positive outcome do you promise those you serve?
Share your Business Vision and/or Mission Statement if you have one. If not, we can help define it.
What Brand Colour(s) would best represent the company?
List 3 sites you love: This is a simple statement that is the distillation of the core business message.
Check which of the following are you most interested in to build your business:
A Logo that defines and differentiates what I do in my marketPost Website SEO Strategies/PlanTaking the business to an online business model through evergreen webinars and zoom meetingsDefining your brand positioning against your competitionNew name/naming systemBrand Identity Guide: a roadmap with how your logo/brand is used. Includes font use, size, colour, etc.WebsiteIncreasing business exposure with a post-website marketing plan to draw in more clientsSignagePackaging that aligns with new brandPresentation Slide updates: Powerpoint or KeynotePrint Media: business cards, stationeryEmail SignatureCatalogueOther:
Where does your current client base reside?
LocalThroughout the the provinceCanada wideMainly USNorth AmericaGlobalOther:
YOUR VALUES: principles or standards of behaviour; what is important in life.
Cutting edge - industry leaderQuality - clients will pay a higher priceBudget-driven: low cost compared to competitorsMarket + industry recognition: awards, etcIntegrity: ethical standards - a willingness to stand behind their workDominant market position: industry leaderPromote eco practisesContribution to the local community
Your Unique Value: how are you differentiated in your market?
ExpertiseReputation: an industry leaderCutting EdgeLongevity: years in businessMy WHY - the incident, experience or story that led me to start the businessMy Where - locationMy Who - referrals - building team alliancesMy Idea is uniqueIntegrity - stand behind the quality of my workMy work addresses the pain points for entrepreneursOther:
What excites you? Personally? Professionally?
What is the wildest dream you would like your business to achieve?
How long do you see yourself in business?
1 - 5 years5 - 10 years10 - 15 years15+ yearsI will need an exit strategy plan within the next 5 - 10 yearsI plan to keep the business and hire a CEO to run it and be available for consultationI plan to sell my business to someone who will eventually run it as their ownOther:
What words would you like your clients and customers to use to describe you? Click 5.
Solid Reputation - an Industry leaderTraditionalEstablishedConservativeProgressiveTrustworthyMinimalist/Simplicity/Less is MoreArtistic/CreativeCuriousFun, FriendlyCorporateNon-conformistFun/Playful/CarefreeHip, CurrentUrbane - CosmopolitanCutting EdgeUnderstated EleganceRespectful of OthersResults-Driven/FocusedCompassionate + HeartSeriousSense of HumourResourcefulAttentiveness to DetailCaring/SupportiveIdea-Oriented, InventiveDown to Earth, BasicSophisticatedOther:
What is your company's greatest asset? Or one unique thing? ie: What sets you apart?
For businesses needing a rebrand: What are the top 3 frustrations you face with your current brand identity?
Who is your Client Base:
Solopreneur Business (run by the owner): startups making under $50K per yearSolopreneur Business (run by 1 - 2): income revenue is between $50K - $100K per yearAn entrepreneur working under the umbrella of a corporation (financial advisors, mortgage brokers, real estate agents)Small Business (2 - 5 employed): established businesses needing a system to grow their business beyond 100K up per yearSmall Businesses with a revenue of under $100K revenue per year who want to grow/expandBusiness TeamsOther:
List your top 5 competitors + websites.
How soon do you need these services?
Within a month1 - 2 months3 - 6 months6 - 12 monthsNot sure - budget considerations will dictate time factorInterested in discussing a payment plan optionOther:
How involved do you want to be in the design process?
Not at all - I will view the concepts presented and provide feedback and directionI have ideas to share before the design process starts to start the design directionI want to be part of the design co-creationOther:
Good Work! Clarity in communication produces excellent results. You can now send, let go and relax. You earned it!