Pre-Sales Client Discovery Questionnaire for SEO and Web Marketing

08.27.2010 · Posted in project planning

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Pre-Sales Client Discovery Questionnaire

(Before we are selected as a web marketing partner. We want to capture )

Section A: About company and Domain Name

(for analysis purpose)
- Company name (used for reputation management checks)
- Other business names used1:(Mention the abbreviations also)
- Primary company domain name(s)2:
(Mention the blogs if hosted separately)
- Previous domain name(s) (if any):
(Mention all the previous domain names used by the company for the primary domain)
- Multiple domain names (Yes/No)3:
(Mention all the related domain names owned by you)
- Social Media Presence: Twitter Links (business and company representatives), Facebook Links (business and company representatives), YouTube: (business and company representatives)

Section B: Understanding Client’s knowledge in this field

(Needed for the right type of proposal, we have over 80% conversion rate and the reason is that in most of our proposal the only common thing is that nothing is common. We make proposal that makes sense for the clients not that saves our time)
Do you understand technical part of web and web business (Rate yourself – 1 to 10)?
(Please elaborate, it helps in sending education emails)

Yes/No
- Do you know the importance of links in ranking?
- Are you aware of onpage and offpage factors in – Do you read and participate in technical and web related forums (Mention the names)?
- Are you aware of bad practices in SEO field?
- Would you like to get some training materials?
- Can you devote some time to learn more about web marketing?

Section C: Business Information & Why Web Marketing?

(This helps in fixing our strategy, costing and the complete plan)

- What does the company do? (Please put in details)
- Primary business goal from the website:
- What is considered conversion/sales on website (mention all types of conversion like lead form filled, sales call etc)
- Your expectations from our team?
- Are you open for Paid Ads (PPC) and buying some website/website links for better results (sometimes it can give a good start)
- List 5 unique selling points: (Please put the top selling points, we use this to promote the site across the web.)
- Target Geo Location for Web Marketing work.
- Present visitor demographics:
- Prime competitors (Please list domain names in case they have):
- Keywords that you want to rank for (Please list your preference):