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Performance Marketing Client Questionnaire
This questionnaire helps us understand your business, target audience, and goals so that we can create a data-driven performance marketing strategy that delivers measurable results.
Business Information
Company Name
Website:
Industry
Years in Business
Branch Locations
Primary Contact Person
Mobile Number
BACKGROUND INFO
What are your primary goals? (Select all that apply)
Increase Sales
Generate Leads
Increase Store Footfall
Website Traffic
Brand Awareness
App Downloads
Increase Franchise Enquiries
Improve Customer Retention
Promote New Product/Service
Other
Other
Products & Services
What are your key products/services?
Which products/services generate the highest revenue?
What are your most profitable products?
Any seasonal or festive offers?
Target Audience
Age Group
18–24
25–34
35–44
45–54
55+
Gender
Male
Female
Both
Income Category
Middle Income
Upper Middle Income
Premium/HNI
Geographic Target
Local
State
South India
Pan India
International
Specify Cities/Countries
Customer Profile
Who is your ideal customer?
What problems do your customers face?
Why do customers choose your brand?
What makes your business different from competitors?
Competitor Information
List your top competitors
Competitors' Website Links
Which brands do you admire in your industry?
Marketing History
Have you previously run advertisements?
Yes
No
If Yes
Google Ads
Facebook Ads
Instagram Ads
YouTube Ads
LinkedIn Ads
Other:
Previous Monthly Ad Budget
What worked well?
What challenges did you face?
Sales Process
How do customers contact you?
Phone Calls
WhatsApp
Website Forms
Walk-ins
Email
Social Media
Average Response Time
Immediate
Within 1 Hour
Within 24 Hours
More than 24 Hours
Who handles enquiries?
Do you have a CRM?
Yes
No
If yes, which CRM?
Digital Assets
Website URL
Google Business Profile Link
Facebook Page
Instagram Page
YouTube Channel
LinkedIn Page
WhatsApp Business Number
Content Availability
Do you have:
Product Photos
Yes
No
Videos
Yes
No
Customer Testimonials
Yes
No
Brochures
Yes
No
Logo Files
Yes
No
Brand Guidelines
Yes
No
Founder Photos
Yes
No
Team Photos
Yes
No
Offers & Promotions
Current Offers
Upcoming Festivals/Events
Lead Magnet (Brochure, Catalog, Price List, Free Consultation)
Technical Setup
Do you currently have:
Google Analytics
Yes
No
Google Tag Manager
Yes
No
Meta Pixel
Yes
No
Conversion Tracking
Yes
No
Call Tracking
Yes
No
E-commerce Tracking
Yes
No
Creative Requirements
Preferred Languages:
English
Tamil
Hindi
Telugu
Kannada
Other
Preferred Content Style:
Professional
Premium
Modern
Informative
Luxury
Emotional
Humorous
Approval Process
Who will approve creatives and campaigns?
Expected approval turnaround time?
Same Day
1–2 Days
3–5 Days
Expectations From Performance Marketing
What are your expectations from our team?
What are the top 3 priorities for the next 12 months?
Documents Required
Please share:
Company Logo
Brand Guidelines
Product Images
Product Videos
Company Profile
Brochure/Catalog
Price List
Testimonials
Previous Ad Reports
Website Access
Google Analytics Access
Meta Business Manager Access
Google Ads Access
Google Business Profile Access
If this performance marketing campaign becomes highly successful, what would success look like for your business after one year?
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