Prospective Client Survey

The purpose of this survey is to help you clarify what your needs are so we can better serve you. The more complete the survey, the clearer your focus will be and what will be required to take your business to the next level.

- Step 1 of 8

The Basics

Name *

First

Last

Business/Organization's Name *

Email *

Phone *

Background

Do you currently have an online presence?

Which platform(s) are you currently on?

Website
Vimeo
Facebook
SnapChat
Instagram
Pinterist
YouTube
Amazon
Twitter
Ebay
LinkedIn
Esty
Yelp!
FourSquare/Swarm
Other

Please select all that apply.

Which platform(s)?

Please enter your website's URL.

Do you already own a domain name for this business?

Domain 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?

SquareSpace
WordPress.com
GoDaddy
Weebly
Wix
Name Cheap
Name.com
Name Silo
Hover
I don't know
Other

Name 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?

Yes
No
I don't know

Hosting refers to a space on a web server where your site's pages (files) are made available for the world to see.

About Your Business

Which category best describes your business.

Creative, Media, Entertainment
Education
Non-profit, Religion, Community Service
IT, Technology, App Developer
Retail (any type), eBay, Etsy store
Real Estate
Professional Service

What 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?

Are 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?

What 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.

Audience

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)
National
International
Let's discuss

Do you know who your audience is?

Understanding who your audience is/clients are, allows us to better target advertising for your business.

Would you like us to help determine your audience?

Yes
No
Let's discuss

Which 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 apply

Would you say your product or service skews...

To anyone
More masculine
More Feminine
I don't know

Branding

Do you have a brand identity or logo for your business?

Please 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?

Advertising

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?

How are you promoting your business?

Blogging
Email marketing
Sharing on social media
Paid online ads
Paid offline ads
Other...

Other ways you are promoting your business...

Who handles your marketing?

Me
A friend or relative
A marketing agency

Select all that apply

Which agency(ies) are you working with?

Which online ad platforms are you using?

Facebook
Instagram
Twitter
Yelp!
Google AdWords
Google Display Ads
Yahoo!
Bing
Pandora, Spotify, or other audio ads
Netflix, YouTube, or other video ads
Other...

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 advertising
Not interested in offline advertising

Offline advertising includes print ads, radio, tv/cable, outdoor, etc...

Which offline advertising are you engaged in.

Television/Cable ads
Radio ads
Print (Newpaper) ads
Print (Magazine/Trade/Journal) ads
Direct Mail
Coupons (Valpak, MoneyMailer, etc...)
Point of sale, or in-store displays
I do not run any of these, nor am I interested in them.
Other...

Select all that appy

Other types of offline advertising you are running, not listed above?

Which of the following online ads are you interested in?

Facebook ads
Instagram ads
Twitter ads
Yelp! ads
Google AdWords
Google Display ads
Yahoo! ads
Bing ads
Pandora/Spotify/Apple Music ads
I don't know. Advise me
Other...

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 ads
Radio ads
Print (Newpaper) ads
Print (Magazine/Trade/Journal) ads
Direct Mail
Coupons (Valpak, MoneyMailer, etc...)
Point of sale, or in-store displays
I don't know. Advise me
Other...

Do you have a marketing budget?

What is your marketing budget?

Additional Site Services

Along with your website, which of the following are you using?

AdSense ads
Affiliate ads
Blogging
Newsletter
Email marketing
Podcasting
Live video/Vloging
Memberships
Community or Bulletin boards
Display Google or other ads to help monetize my site
Webinars
Online courses
Event management
Booking/Reservation system
Shopping cart
Accept payments
Accept donations
Fundraising
Affiliate marketing
Customer portal
None
Other 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 ads
Affiliate ads
Blogging
Newsletter
Email marketing
Podcasting
Live video/Vloging
Memberships
Community or Bulletin boards
Display Google or other ads to help monetize my site
Webinars
Online courses
Event management
Booking/Reservation system
Shopping cart
Accept payments
Accept donations
Fundraising
Affiliate marketing
Customer portal
None
Other 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 connection
Yes, but I would like you to take care of the connection
No
I don't know

Which accounting software do you use?

Quickbooks (any version)
Wave Accounting
ZipBooks
Sage Accounting
Xero
Kashflow
Zoho
Other

What accounting software do you use?

Security & 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?

Yes
No
Let'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.

Want more time to do what you do?
Let's talk!



Call Us

888.708.2004



Email Us

hello@trivessa.com



The Basics

Background

About Your Business

Audience

Branding

Advertising

Additional Site Services

Security & Maintenance

You have completed the survey!

Want more time to do what you do?
Let's talk!

Call Us

888.708.2004

Email Us

hello@trivessa.com

Schedule
A Call

Want more time to do what you do?
Let’s talk!

Call Us

888.708.2004

Email Us

hello@trivessa.com

Schedule
A Call

The Basics

Background

About Your Business

Audience

Branding

Advertising

Additional Site Services

Security & Maintenance

You have completed the survey!

Want more time to do what you do? Let's talk!

Call Us

888.708.2004

Email Us

hello@trivessa.com

Schedule A Call

Want more time to do what you do?
Let's talk!

Schedule
A Call