Name
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First Name
Last Name
Phone
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Email
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Business Name
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Business Email
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Business Phone Number
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(###)
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Business Address (if applicable)
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Business Type/ Industry
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Founding Date
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MM
DD
YYYY
Social Media Channels (if applicable)
Examples: Facebook, Instagram, X (Twitter), TikTok, Pinterest, Other
1. In a few sentences, explain what it is that you do.
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2. What services/products you offer? List them in order from most important to least important.
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3. Who is your target audience/ client? Be as specific as possible. What are their demographics? (e.g. gender, age, income, education, marital status, subculture, etc.) What are their psychographics? (e.g. personality, lifestyle, social status, hobbies, interests, attitudes, opinions, values, etc.)
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Examples: "Young professionals aged 25-35", "Individuals looking to make career transitions", "People seeking personal growth and development"
4. Who are your main competitors? These are businesses offering similar (or identical) products and services to the same target audience.
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Example: "Coca-Cola and Pepsi compete for the same audience with the same product of flavored soda."
5. What three (3) things differentiate your business from your competitors’ businesses? Is it the fact that each of your products is handmade by you? Is it your excellent communication skills? Is your superhuman attention to detail? Don’t just list the features of your services, try to think about what makes YOU different!
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Example: "Offering a holistic and personalized approach to coaching that addresses both personal and professional development."
6. How did you choose the business name? Is there any history behind the name of the business or the business itself?
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7. Why did you decide to start this business? If you’re not sure about this sometimes it helps to get specific.
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Example: Are you a wedding photographer? Why weddings and not family portraits? What do you enjoy most about the wedding day? Do you love those intimate moments before the ceremony when the bride is nervously adjusting her veil and enjoying a glass of champagne with her closest friends and family? Is it during the reception when grandma joins the family on the dance floor and shows the entire wedding that regardless of her wheelchair, she still knows how to party with the best of them? The deeper you can go here the easier it’s going to be to figure out the heart of your business.
8. What is your company’s overall mission? If you already have a mission statement, list it here. If you don’t, that’s ok! We can help you craft one.
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9. What is your long-term vision for the company? If you already have a vision statement, list it here. If you don’t, that’s ok! We can help you craft one.
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10. What are your company’s core values?
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Examples: "Empowerment, Integrity, Personal Growth, Authenticity, Compassion, Excellence, Innovation"
11. In 3-5 words, how would you describe your brand’s personality?
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Examples: "Empathetic, Supportive, Motivational, Professional"
12. What tone of voice and style of communication do you want to use?
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Examples: "Warm and encouraging", "Professional and insightful", "Inspirational and motivational"
13. How do you want your brand to be perceived by customers?
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Examples: "Clients see me as a trusted advisor and mentor", "I believe my brand is perceived as professional and supportive"
14. Do you have any existing assets like logos, color schemes, or branding materials that you want to use? Why or why not? What do you like about your current brand identity? What don’t you like about your current brand identity?
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Examples: "I have a logo and some basic branding materials, but I'm looking to create a more cohesive and professional visual identity.", "Starting from scratch."
15. Are there any specific colors you want to include or avoid? Metty will still provide color recommendations based on color psychology research.
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Examples: "Blues and greens to convey trust and growth", "Avoid using bright reds or yellows"
16. Do you have a specific typography or font style in mind? Metty will still provide font recommendations based on font psychology research.
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Examples: “Script font to convey sophistication and luxury", "Bold fun fonts to convey youth and playfulness."
17. Are there any styles, themes, or aesthetics you envision for your brand? Please provide any links to other websites (related or not), images, Pinterest boards, etc. that may help describe this style.
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Examples: "Clean and professional", "Modern and minimalistic", "Welcoming and warm"
18. What brands inspire you and why? Please provide any links to other websites (related or not).
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Examples: "Inspired by the authenticity of Brené Brown", "Aspire to have a brand presence similar to Simon Sinek for his motivational approach"
19. What marketing channels do you currently use or plan to use?
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Examples: "LinkedIn, Facebook", "Email newsletters", "Word of mouth", "Speaking engagements and webinars"
20. How do you currently engage or plan to engage with your clients/ audience?
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Examples: "Regularly posting content on social media and replying to comments", "Hosting monthly Q&A sessions online", "Sending out weekly motivational emails"
21. When someone lands on your website for the first time, what action do you want them to take?
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Examples: “Sign up to join a masterclass”, "Purchase a product"
22. What marketing materials do you anticipate needing?
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Examples: “Website, business cards, and general stationary”
23. Is there any additional information I should know?
Example: "I recently became certified in a new coaching methodology and want to incorporate this into my branding
24. What is your ideal timeline for this project?
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Examples: "I'd like to complete this project within 2 months", "Need new branding ready for a conference in 4 months"
25. What is your target budget for this project?
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Examples: "$5,000 - $10,000", "Under $5,000", "Over $20,000"
26. How did you hear about us?
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Personal reference or referral
Search Engine
Social Media
Other
