Client Assessment Survey

Welcome to the Blueprint phase of your L7 Marketing Machine™. In the L7 Brand Assessment phase we research, analyze and partner with your team, listening carefully to understand your vision, business goals, the market and the competitive landscape.

This assessment survey is an efficient way for you to be heard and communicate insights into your business, brand and marketing efforts. In addition to providing valuable answers, the survey will stimulate additional strategic thinking by your team and ours.

Provide as much information as you’d like. Please feel free to answer these questions honestly; your answers will be integrated into our workshop but we will not reveal the source.

This form is confidential and will not be shared outside your company and your agency team.

Please feel free to contact your account service team with questions.

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Step 1 of 8

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Your Company Name*

Name*

First Last

Email*

We'll send an email to this address with a unique URL so if you need to a take a break, your questionnaire progress will be saved and you can continue at a later time.

Business Review

What business are you in?

Please provide a brief description (120 words or less).

What products/services do you want to promote with paid advertising and how would you best describe them? Provide links as needed

Are there some product lines/services you do not want to target? Provide links as needed

What are the top 3 strengths of your company?

What are some of your weaknesses?

Rank your company in regards to Quality, Service and Price

The top being your primary focus and the bottom being your lowest priority.

Brand

If you could create one perception of your company within your target market, what would it be? Why?

List five adjectives that best describe your company. Please briefly explain each submission.

Competitors

List up to 3 of your top competitors and their primary URLs.

Competitor 1 Name

Competitor 1 URL

List competitor #1's strengths.

List competitor #1's weaknesses.

Competitor 2 Name

Competitor 2 URL

List competitor #2's strengths.

List competitor #2's weaknesses.

Competitor 3 Name

Competitor 3 URL

List competitor #3's strengths.

List competitor #3's weaknesses.

What differentiates your company from its competitors?

Sales Strategy

What problem does your product or service solve?

What are the top 3 unique selling points (USPs) of your service or product offerings?

Do you have any special offers or discounts you use to attract customers?

Why would a customer choose not to buy your products or services?

Target Market

Describe your primary target customers/clients.

Please list their income, age range, gender, education level, interests, lifestyle, etc.

Are there certain audiences that may be similar to your target audience, but you do NOT want to target?

Do you have any other secondary target customer? If yes, please describe anything that would help understand their buying behavior.

Which geographical regions would you like to target? Please list specific cities/states or nationwide. If you would like to target a mile radius around a specific city/address (ex. 50 miles around Phoenix), then please list that.

Paid Advertising

Do you have specific keywords you would like to focus on or would you rather we come up with them during the initial research phase? If you do, please provide them. If not, then we will do all the necessary keyword research.

Are you okay running ads 24/7 if it makes sense to do so? If not, specify the days of the week and/or times of day do you want ads running?

What would you change about your previous PPC results?

What is the goal of your PPC campaigns? (check all that apply)

Generate leads via form submissions

Generate leads via phone calls

Build brand awareness

Other

Please explain your "other" PPC goals.*

Have you installed conversion tracking code (Facebook, Google Ads, Bing, etc.) on the “confirmation/thank you” page of your website forms?

Yes

I don't know

The confirmation page is the page that comes after someone completes the sign up/registration form on your current website.

Are you using Google Ads call tracking or a third party like CallRail or CallTrackingMetrics?

Google Ads call tracking

CallRail

CallTrackingMetrics

I don't use call tracking

Other

Have you installed call tracking on your website to track calls?

Yes

I don't use call tracking

I don't know

It is recommended to track phone calls for any business that wants to increase phone call leads.

What is your CURRENT CPL (cost per lead)?

What is your IDEAL CPL (cost per lead)?

What is your average % close rate for leads?

What is your average profit per new customer/sale? (Please provide your net and gross)

Net Profit

Gross Profit

What is your maximum monthly paid media budget (for all channels combined)?*

Please estimate your average customer lifetime value?

The total projected revenue for a single customer during their lifetime

Sales Contact & Other Information

Please provide the email address you'd like your L7 Advertising lead info to be sent to.

Please provide the phone number leads can reach sales and/or customer service at.

Please provide any additional information you feel is pertinent to the creation or restructuring of your campaigns.

Brand Assets

Please provide 3 customer testimonials (including quote, name, job title, company, etc.)

Testimonial #1

Testimonial #2

Testimonial #3

Please upload a vector file (high resolution) of your primary logo

For ai., .eps, .psd files, please zip the file before uploading. Need help zipping a file? Click here for instructions.

Upload a vector file of your primary logo

Drop files here or

Max. file size: 50 MB.

Please upload vector file(s) of alternate versions of your logo(i.e., stacked, reverse, horizontal, etc.).

For ai., .eps, .psd files, please zip the file before uploading. Need help zipping a file? Click here for instructions.

Please upload vector file(s) of alternate versions of your logo

Drop files here or

Max. file size: 50 MB.

Please upload any image, photoshoot, video assets for your products or services

For ai., .eps, .psd files, please zip the file before uploading. Need help zipping a file? Click here for instructions.

Please upload any image, photoshoot, video assets for your products or services

Drop files here or

Max. file size: 50 MB.

Please upload any product/service catalogs, brochures, sales assets, sales sheets, etc.

For ai., .eps, .psd files, please zip the file before uploading. Need help zipping a file? Click here for instructions.

Please upload any product/service catalogs, brochures, sales assets, sales sheets, etc.

Drop files here or

Max. file size: 50 MB.

Please upload any promotional assets you have used in the past.(coupons, flyers, etc.)

For ai., .eps, .psd files, please zip the file before uploading. Need help zipping a file? Click here for instructions.

Please upload any promotional assets you have used in the past (coupons, flyers, etc.)

Drop files here or

Max. file size: 50 MB.

Name

This field is for validation purposes and should be left unchanged.

Client Assessment Survey

Business Review

Brand

Competitors

Sales Strategy

Target Market

Paid Advertising

Sales Contact & Other Information

Brand Assets

Company

Quick Links

Contact