New Retainer Client Questionnaire

To do our best work for your business, we’ve got to REALLY understand your goals, processes, pain points, and dreams.

So please take a few minutes to answer these questions. As soon as you finish, your answers will be sent to your project manager, who will review them and schedule your first meeting!

Please be as honest and as detailed as you can. This isn’t like a stranger asking “How are you?” at the grocery store. We REALLY want to know!

Please enter your name and email address before getting started to ensure that we receive your questionnaire.
First Name*
Last Name*
Email Address*

Please describe a high level vision of where your company is now.
How will your investment in GetUWired help you to realize your immediate and long term marketing and technologically based goals?
As we begin this partnership are there any immediate action items or quick wins you would like us to tackle as a first priority? (Ex: broken site issues, adding tracking to the site, contact imports, broken campaigns, etc.)
Please describe the specific or acute project needs that brought you to work with the GetUWired Retainer Team.
What are the biggest technological / marketing pain points you’re facing right now?
Which of those pain points do you want to tackle first?
Please list by priority all of the action items and areas of focus you would like our team to partner with you on. (Example: new website, email campaigns, etc.) To select multiple options, hold down the control (ctrl) button for Windows and the command button for Mac.
Do you have any deadlines we need to be aware of - like going live before an event, etc.?
Are there any specific expectations you’d like us to be aware of so we can make your GetUWired experience even more rewarding?
Do you plan to involve any 3rd parties in this project such as development, design or implementation firms? If so, please list.
Who is your ideal target market?
Who is NOT your ideal target market?
Please describe for us what success looks like for your project with GetUWired. For example, time-saving and efficiency, ROI, automated additional processes, increased revenue, more leads, etc.
Please describe your product/service menu and prices. If this project will involve a shopping cart, please be as detailed as possible.
Who are your closest competitors?
How much revenue (in percentages) do you see from each of your products/services?
Please list any team members you would like to include in communications on this project: first and last name, role and responsibilities, phone number and email.
What are your current marketing efforts?
Please describe your sales process. Can you summarize your primary sales funnel?
What frequent objections do you get from new leads?
What time zone will you be working out of?
Please provide any resources we can use to get a better understanding of your company and its services. Examples include link to websites, landing pages, sales letters, etc.
How did you hear about us? Were you referred by anyone?
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