Pre-Call Questionnaire

🎯 Maximize Your Strategy Call Value!

By answering the following questions,
you'll give us an initial understanding of your business.
This helps ensure you'll receive the ideal solution for your needs
whether that's our Done-for-You Full-Service or
another approach that better matches
your current growth stage and goals.

Start

Question 1 of 13

1. Let's Get to Know Your Business

a) What's your company's superpower? (Tell us what you do best)

Examples:

"We offer the largest selection of organic baby products in Europe"

"Our sustainable packaging solutions save companies 40% in shipping costs"

Paragraph answer

Question 2 of 13

1. Let's Get to Know Your Business

b) Where do your customers hang out online? (Your key sales channels)

Tell us about your main sales and engagement channels. Select all that apply and add specific details where relevant.

Online Sales Channels:

Own Website/Ecommerce Store - Example: "Our Shopify store generates 60% of sales"

Online Marketplaces - Example: "Amazon (40% of sales)"

Social Media Shops - Example: "Instagram Shop (25% of sales)"

Customer Engagement Channels:

Social Media Platforms - Example: "Active Instagram community with 50k followers"

Email Marketing - Example: "25k active subscribers, weekly newsletter with 30% open rate"

Messaging Platforms - Example: "WhatsApp for customer service, SMS marketing for flash sales"

Other Digital Channels - Example: "Industry-specific forums, Mobile app with loyalty program"

Paragraph answer

Question 3 of 13

1. Let's Get to Know Your Business

c) What makes your customers come back for more? (Your secret sauce)

Share what drives customer loyalty in your business. Mention all that apply and add your specific approaches.

Product/Service Quality:

Unique Product Features - Example: "Custom formulations for each customer",

Product Performance - Example: "90-day battery life vs. industry standard of 30 days"

Customer Experience:

Outstanding Service - Example: "24/7 expert support via chat", "Personal shopping assistants"

Personalization - Example: "Personalized wellness plans", "Individual usage reports and tips"

Value Adds:

Loyalty Programs - Example: "Subscription savings of 20%", "VIP early access to new products"

Post-Purchase Support - Example: "Monthly usage optimization tips", "Regular check-ins from support team"

Special Offers:

Regular Incentives - Example: "Referral rewards program", "Monthly subscriber-only deals"

Unique Benefits - Examples: "Free shipping both ways", "Price match guarantee plus 10%"

Community Engagement:

Customer Community - Examples: "Monthly user workshops", "Product testing community"

Additional Notes:

Share any other unique aspects that keep your customers coming back.

Example: "Our customers love our monthly sustainability impact reports showing how their purchases help the environment."

Paragraph answer

Question 4 of 13

2. Numbers That Matter

a) How many customers are in your business family? (Total customer count)

b) What's a typical purchase worth? (Average order value)

c) How often do customers come back? (Current retention rate)

Paragraph answer

Question 5 of 13

3. Growth & Goals

a) What number would make you dance? (Revenue target)

b) What's holding you back right now? (Current challenges)

c) When do you want to hit your goals? (Timeline)

Paragraph answer

Question 6 of 13

4. Current Marketing Magic

Helps us understand your marketing journey so we can build on what's working and avoid what isn't.

a) What's working well in your customer retention? - Examples:

- "Our welcome series has a 45% open rate and converts 15% of first-time buyers into second purchases within 30 days"

- "Monthly product education webinars retain 80% of attendees as active customers"

- "Our loyalty program keeps 70% of customers buying quarterly"

- "Personalized reorder reminders achieve 35% conversion rate"

Paragraph answer

Question 7 of 13

4. Current Marketing Magic

b) What tools are you currently using?

Tell us about your marketing tech stack - no need to list everything, focus on your main tools for customer communication and retention.

- Email Marketing Platforms - Examples: "ActiveCampaign for email and CRM", "HubSpot for all marketing communications"

- Customer Service & Support - Examples: "Native Shopify chat", "Zendesk for customer support"

- Reviews & Social Proof - Examples: "Trustpilot for business reviews", "Yotpo for reviews and user-generated content"

- Loyalty & Rewards - Examples: "Native Shopify points system", "Smile.io for rewards"

- Analytics & Tracking - Examples: "Google Analytics 4", "Facebook Pixel for ad tracking"

- Automation Tools - Examples: "Custom API integrations", "Make for complex workflows"

Share any other important tools in your stack - Example: "We use a custom-built dashboard to track customer lifetime value across platforms"

Paragraph answer

Question 8 of 13

4. Current Marketing Magic

c) Which of these data points do you track?

Helps us plan personalization strategies

(Select all that apply)

A

Purchase history

B

Browse behavior

C

Email engagement

D

Customer support interactions

E

Social media engagement

F

Custom events

Question 9 of 13

4. Current Marketing Magic

d) Do you segment your customer data based on:

Helps us plan targeted video campaigns

A

Purchase frequency

B

Average order value

C

Product categories

D

Geographic location

E

Customer lifetime value

F

Custom segments

Question 10 of 13

4. Current Marketing Magic

e) Data synchronization frequency:

Helps us plan automation timing

A

Real-time

B

Daily

C

Weekly

D

Manual updates

E

Not currently syncing

Question 11 of 13

4. Current Marketing Magic

f) Personalization Journey

Helps us gauge where to start with AI implementation

A

No personalization yet

B

Basic personalization (name, basic segments)

C

Advanced personalization (behavior-based)

D

Custom personalization strategies

Question 12 of 13

4. Current Marketing Magic

g) Video Marketing Experience

A

Never tried video marketing

B

Used standard videos in emails

C

Tried personalized videos

D

Currently using AI videos

Question 13 of 13

4. Current Marketing Magic

h) If you've tried personalized videos before:

Your experience helps us customize your strategy.

- What worked well?

- What challenges did you face?

- What results did you achieve?

Paragraph answer

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Pre-Call Questionnaire

By answering the following questions, you'll give us an initial understanding of your business. This helps ensure you'll receive the ideal solution for your needs whether that's our Done-for-You Full-Service or another approach that better matches your current growth stage and goals.

1. Let's Get to Know Your Business a) What's your company's superpower? (Tell us what you do best) Examples: "We offer the largest selection of organic baby products in Europe" "Our sustainable packaging solutions save companies 40% in shipping costs"

2. Numbers That Matter a) How many customers are in your business family? (Total customer count) b) What's a typical purchase worth? (Average order value) c) How often do customers come back? (Current retention rate)

3. Growth & Goals a) What number would make you dance? (Revenue target) b) What's holding you back right now? (Current challenges) c) When do you want to hit your goals? (Timeline)

4. Current Marketing Magic c) Which of these data points do you track? Helps us plan personalization strategies

4. Current Marketing Magic d) Do you segment your customer data based on: Helps us plan targeted video campaigns

4. Current Marketing Magic e) Data synchronization frequency: Helps us plan automation timing

4. Current Marketing Magic f) Personalization Journey Helps us gauge where to start with AI implementation

4. Current Marketing Magic g) Video Marketing Experience

4. Current Marketing Magic h) If you've tried personalized videos before: Your experience helps us customize your strategy. - What worked well? - What challenges did you face? - What results did you achieve?

Confirm and Submit

By answering the following questions,
you'll give us an initial understanding of your business.
This helps ensure you'll receive the ideal solution for your needs
whether that's our Done-for-You Full-Service or
another approach that better matches
your current growth stage and goals.

1. Let's Get to Know Your Business

a) What's your company's superpower? (Tell us what you do best)

Examples:

"We offer the largest selection of organic baby products in Europe"

"Our sustainable packaging solutions save companies 40% in shipping costs"

2. Numbers That Matter

a) How many customers are in your business family? (Total customer count)

b) What's a typical purchase worth? (Average order value)

c) How often do customers come back? (Current retention rate)

3. Growth & Goals

a) What number would make you dance? (Revenue target)

b) What's holding you back right now? (Current challenges)

c) When do you want to hit your goals? (Timeline)

4. Current Marketing Magic

c) Which of these data points do you track?

Helps us plan personalization strategies

4. Current Marketing Magic

d) Do you segment your customer data based on:

Helps us plan targeted video campaigns

4. Current Marketing Magic

e) Data synchronization frequency:

Helps us plan automation timing

4. Current Marketing Magic

f) Personalization Journey

Helps us gauge where to start with AI implementation

4. Current Marketing Magic

g) Video Marketing Experience

4. Current Marketing Magic

h) If you've tried personalized videos before:

Your experience helps us customize your strategy.

- What worked well?

- What challenges did you face?

- What results did you achieve?