Please provide official titles and contact information for Key Stakeholders who will be involved in day-to-day marcom operations?
Who from your team are authorized to provide marketing approvals?
Is there a certain dollar amount and above that require your approval?
Please list your preferred approval processes?
Who are your preferred vendors you would like us to consider in the future?
Are there legal parameters we need to know about?
Are there any current vendor contracts are in effect that may overlap with the upcoming fiscal year?
Please list operating principles, company values and mission statement?
When is your company’s fiscal year?
What are your business objectives? Please list specific KPI and desired goals?
What are your current marketing objective, budget & budget rationale?
Please list your ideal timing of the product launch and ideal length of the campaign?
Please list if this is a national or regional campaign. If regional please list?
Are there any current campaigns and active sales programs running that will continue into the new 2015 Fiscal year? Please provide campaign details?
Please provide the last 3 marketing and sales campaigns, results and key learnings?
Please describe your typical sales process and cycle?
Please provide any media consumption insights available (e.g. They are always on the internet and rarely read the newspaper?)
Please list all the category leading trade magazines, newspapers and websites for your industry that you have either advertised in or aspire too?
Please list key periods/ seasonality for your business and or products?
Please list any and all key trade events?
Please provide any Key words tags used in PR, SEO & SEM?
List all Marketing and Sales hardware and software used?
Additional Considerations & Key Insights not asked or listed above?
Please also feel free to email us any information and attachments for consideration and review.
About the Product/ Service
Please list Service or Product Name?
Please provide product/ service description and key features?
What is unique about your product or service?
Please provide your key customer product persona?
Please list 3 competitive company and their products to your product/ service?
Please provide any product competitive analysis that details product positioning, pricing and any promotions?
Please list all (Company Owned) web and social sites with URL’s along with admin contacts?
Who is your marketing ESP (Email Service Provider)?
How large is your email database and is it segmented?
Do you have authorization to utilize this email list?
Do you have assets for this product or service or will new assets need to be created?
Please list market ready assets if any?
Where are the assets and how are they cataloged?
Do we have access to any creative digital assets, and what is the process or obtaining assets?
Are there plans to develop or refresh any existing assets (i.e. Website, Brochure)?
Please list any other sales and marketing assets we can consider?
Please list any licensing or usage restrictions?
Thank you for submitting the discovery questionnaire! Hope it wasn't too painful!