Lift Communications – Discovery Process

Discovery Process

Name
First Last
Company Name
Email
Instructions
Please complete the following questions to the best of your ability. If the questions don't apply to your business, just enter "n/a" (not applicable).
Discovery
What would you like to achieve by working with Lift?
Describe your business and revenue streams.
List 3 competitors and their strengths. Include their website addresses.
Describe your marketing team and how it fits into your overall organization.
Marketing
What are your greatest business challenges and opportunities?
What are your 2 to 3 highest marketing priorities?
Why do people buy from you versus competitors?
What's the single greatest factor in the success of your business?
Ideal Client
Describe your ideal client.

List the ways you come into contact with prospects and customers.

What is one word customers would use to describe your business.
Core Message
What is your core marketing message?
Hourglass
What have been your most effective lead generation activities?
What is your sales process?
What percentage of your website inquiries do you convert into sales?

Please list any of your marketing activities (aside from your website).

What, if anything, do you currently do to encourage referrals of your business?
What has been your most valuable customer service tactic?
What are your 5 most important marketing metrics?