Prospective Client Survey Help us understand your needs Please enable JavaScript in your browser to complete this form. - Step 1 of 8The BasicsName *FirstLastBusiness/Organization's Name *Email *Phone *NextBackgroundDo you currently have an online presence?YesNoWhich platform(s) are you currently on?WebsiteVimeoFacebookSnapChatInstagramPinteristYouTubeAmazonTwitterEbayLinkedInEstyYelp!FourSquare/SwarmOtherPlease select all that apply.Which platform(s)?Please enter your website's URL.Do you already own a domain name for this business?YesNoDomain names are the words you type into a web browser to reach a website (e.g: juliuslopez.com)Please enter your domain name:Where did you purchase your domain?SquareSpaceWordPress.comGoDaddyWeeblyWixName CheapName.comName SiloHoverI don't knowOtherName of service:Do you have a domain name(s) in mind that you would you like to use?Provide a few variations of your business or organization's name.When you purchased your domain name, was hosting included?YesNoI don't knowHosting refers to a space on a web server where your site's pages (files) are made available for the world to see.Go BackNextAbout Your BusinessWhich category best describes your business.Creative, Media, EntertainmentEducationNon-profit, Religion, Community ServiceIT, Technology, App DeveloperRetail (any type), eBay, Etsy storeReal EstateProfessional ServiceWhat is the primary product you sell? *What is the primary service you perform? *What do you want your website to achieve for you?"build a community", "sell products or services", "create a platform for an industry", "provide information to visitors and have them call me"What differentiates you from your competitors?Is a cause associated with your business or organization?YesNoAre proceeds from your business going towards the support of a charity, or non-profit?What is the cause you have associated with?Do you have a story which explains why you went into business or started your organization?YesNoWhat is your story?Steve Jobs wanted to put a dent in the universe. Tom's Shoes wants to cover the feet of impoverished people. I wan't to make the world better, one website at a time. Go BackNextAudience We would like to understand what you know about your clients or potential clients.Which of the following best describes the reach of your business?Local (surrounding communities/cities)Regional (surrounding states)NationalInternationalLet's discussDo you know who your audience is?YesNoUnderstanding who your audience is/clients are, allows us to better target advertising for your business.Would you like us to help determine your audience?YesNoLet's discussWhich age group(s) is/are your primary audience?Parents of Young Children (0-4)Young Children (5-8)Tweens (9-12)Teens (13-17)Young Adults (18-24)Adults (25-49)Mature Adults (50+)Seniors (65+)Select all that applyWould you say your product or service skews...To anyoneMore masculineMore FeminineI don't knowGo BackNextBrandingDo you have a brand identity or logo for your business?YesNoPlease upload an image file of your branding. Click or drag a file to this area to upload. Files should be .ai, .png, .jpg, .jpeg, or .pdf format, no larger than 2MB in size.Would you like us to create a brand identity or logo for your business?YesNoGo BackNextAdvertising Here we will get into how you currently allow your customers learn about your business as well as how they would rate you, or provide feedback.Are you currently promoting your business?YesNoHow are you promoting your business?BloggingEmail marketingSharing on social mediaPaid online adsPaid offline adsOther...Other ways you are promoting your business...Who handles your marketing?MeA friend or relativeA marketing agencySelect all that applyWhich agency(ies) are you working with?Which online ad platforms are you using?FacebookInstagramTwitterYelp!Google AdWordsGoogle Display AdsYahoo!BingPandora, Spotify, or other audio adsNetflix, YouTube, or other video adsOther...Other types of online ads you are running but not listed above?So you're not currently promoting your business with online advertising. Are you...Considering online advertising.Not interested in online advertising.Online advertising includes any form of advertising viewed on a computer, phone, game console, etc...So you're not currently promoting your business with offline advertising. Are you...Considering offline advertisingNot interested in offline advertisingOffline advertising includes print ads, radio, tv/cable, outdoor, etc...Which offline advertising are you engaged in.Television/Cable adsRadio adsPrint (Newpaper) adsPrint (Magazine/Trade/Journal) adsDirect MailCoupons (Valpak, MoneyMailer, etc...)Point of sale, or in-store displaysI do not run any of these, nor am I interested in them.Other...Select all that appyOther types of offline advertising you are running, not listed above?Which of the following online ads are you interested in?Facebook adsInstagram adsTwitter adsYelp! adsGoogle AdWordsGoogle Display adsYahoo! adsBing adsPandora/Spotify/Apple Music adsI don't know. Advise meOther...This question has to do with paid advertising, not writing posts on a social media site.Which of the following offline ads are you interested in?Television/Cable adsRadio adsPrint (Newpaper) adsPrint (Magazine/Trade/Journal) adsDirect MailCoupons (Valpak, MoneyMailer, etc...)Point of sale, or in-store displaysI don't know. Advise meOther...Do you have a marketing budget?YesNoWhat is your marketing budget?Go BackNextAdditional Site ServicesAlong with your website, which of the following are you using?AdSense adsAffiliate adsBloggingNewsletterEmail marketingPodcastingLive video/VlogingMembershipsCommunity or Bulletin boardsDisplay Google or other ads to help monetize my siteWebinarsOnline coursesEvent managementBooking/Reservation systemShopping cartAccept paymentsAccept donationsFundraisingAffiliate marketingCustomer portalNoneOther feature/service...Select all that apply. What other feature(s)/service(s)Are you considering any of the following for use with your website?I don't know. Advise me.AdSense adsAffiliate adsBloggingNewsletterEmail marketingPodcastingLive video/VlogingMembershipsCommunity or Bulletin boardsDisplay Google or other ads to help monetize my siteWebinarsOnline coursesEvent managementBooking/Reservation systemShopping cartAccept paymentsAccept donationsFundraisingAffiliate marketingCustomer portalNoneOther feature/service...Select all that apply. Other feature(s)/service(s)Will you require connecting your shopping cart to your accounting software?Yes, but I'll take care of the connectionYes, but I would like you to take care of the connectionNoI don't knowWhich accounting software do you use?Quickbooks (any version)Wave AccountingZipBooksSage AccountingXeroKashflowZohoOtherWhat accounting software do you use?Go BackNextSecurity & Maintenance The last page!Earlier you indicated 'AdSense Ads'. Who will create/manage this?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'Affiliate Ads'. Who will create/manage this?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'blogging'. Who will create/manage this?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'newsletter'. Who will create/manage this?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'email marketing'. Who will create/manage this?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'podcasting'. Who will create/manage this?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'live video/vlogging'. Who will create/manage this?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'memberships'. Who will create/manage this?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'community/bulletin boards'. Who will create/manage these?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'webinars'. Who will create/manage this?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'online courses'. Who will create/manage this?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'event managment'. Who will create/manage this?I will do these myself.I'd like you to do this.Let's discuss.Earlier you indicated 'booking/reservation system'. Who will create/manage this?I will do this myself.I'd like you to do this.Let's discuss.Earlier you indicated 'shopping cart'. Who will create/manage this?I will do this myself.I'd like you to do this.Let's discuss.Will your store contain products that are seasonal or frequently changing?YesNoLet's discuss.Earlier you indicated 'accept payments'. Who will create/manage this?I will do this myself.I'd like you to do this.Let's discuss.Earlier you indicated 'accept donations'. Who will create/manage this?I will do this myself.I'd like you to do this.Let's discuss.Earlier you indicated 'fundraising'. Who will create/manage this?I will do this myself.I'd like you to do this.Let's discuss.Earlier you indicated 'affiliate marketing'. Who will create/manage this?I will do this myself.I'd like you to do this.Let's discuss.Is there anything you'd like to add that you feel is pertinent to the success of your website?You have completed the survey! You can use the 'Go Back' button to review your answers. Click 'Send' when your ready. By clicking "Send," you agree that we may store the information you submit and that we may contact you using this information. You further agree that the information provided is that of a business you own or have been permitted to enter agreements on the behalf of.Go BackCommentSend Want more time to do what you do? Let's talk! Call Us 888.708.2004 Email Us hello@trivessa.com Schedule A Call
