Client Onboarding. Please make your answers as detailed as possible as that will help us to serve your organization to our full potential:COMPANY NAME: INDUSTRY: Tell us the story of your company:How long have you been in business? Are you/your business involved in any charities/nonprofits? Where do you go to find info/news about your industry?Are there any businesses that you feel your business really aligns with?Who are your top 3 direct competitors?Do you have any existing marketing materials?Are you currently involved in any other forms of marketing?PROSPECTS & CUSTOMERSWho is your primary audience?Why would your primary audience not purchase your product?What problems do your products or services solve for your audience?PRODUCTS & SERVICESWhat makes your product/service unique?Do you offer any sort of warranty/guarantee?SWOT ANALYSISStrengthsWhat do you do well?What resources do you have?What advantages do you have over your competition?What is your USP? People, property, process, productWeaknessesWhat could you improve?Limited resourcesLack of access to skills or technologyPoor locationOpportunitiesWhat opportunities exist in your market, or in the environment, from which you hope to benefit?Demographics, Economic, Political/legal, Sociological, Environmental, Technology and Culture factors.ThreatsWhat obstacles do you face?What are your competitors doing that may result in a loss of clients, customers, market share?Are the required specifications for your job, product or services changing?Is changing technology threatening your position?ETCWhat are your long-term and short-term goals?Are you currently running any additional marketing for your company? Are there creative assets (logos, graphics, copy) that you can send us?
