Digital Marketing: New Client Questionnaire Checklist

Use this free questionnaire checklist to help understand your potential new client's needs.

New Client Questionnaire Checklist New Client Questionnaire Checklist
  • PROJECT DETAILS

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  • Company name and primary contact information for the project

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  • Briefly explain the project

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  • Briefly, explain the project format (ebook, website, media content, blog, social media, other)

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  • Describe the target audience for this project

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  • What is the budget range for the project?

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  • What is your realistic preferred deadline? Does the deadline aline with a launch, event, promotion, etc?

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  • What is the main goal for this project? (sales, promotion, launch, increase blog/website traffic, educate, etc)

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  • What social media platforms do you have or prefer? Are you will to give over access?

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  • Are their anticipated roadblocks for this projects?

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  • CLIENT CONTACT

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  • How closely do you prefer to work? Do you want daily/weekly check-ins? In person/email/phone?

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  • What platforms/tools do you anticipate needing/using to complete this project?

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  • How do you prefer project deliverables? (CMS, Word document, Wordpress, directly to your site, PDF)

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  • Would you prefer a hard copy or electronic copy?

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  • ADDITIONAL PROJECT DETAILS

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  • Are you interested in editing services for content you provide or will someone else be editing?

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  • In what geographic area will the content be used?

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  • What is your target audience dialect?

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  • Are you interested in a monthly/ongoing social media marketing campaign component?

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  • ADDITIONAL QUESTIONS/POST PROJECT

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  • Are you willing to credit me once the piece is published?

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  • Can I use your work as an example on my website?

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This checklist was created by officialcheckli

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